NERDWALLET WEALTH PARTNERS, LLC

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Company Details

Name:	NERDWALLET WEALTH PARTNERS, LLC
Jurisdiction:	New York
Legal type:	FOREIGN LIMITED LIABILITY COMPANY
Status:	Active
Date of registration:	12 May 2025 (3 months ago)
Entity Number:	7610143
County:	Erie
Place of Formation:	Delaware

DOS Process Agent

Name	Role
TELOS LEGAL CORP.	DOS Process Agent

History

Start date	End date	Type	Value
2025-05-13	2025-06-30	Address	5500 MAIN ST, STE 345, WILLIAMSVILLE, NY, 14221, USA (Type of address: Service of Process)

Filings

Filing Number	Date Filed	Type	Effective Date
250630025137	2025-06-30	CERTIFICATE OF PUBLICATION	2025-06-30
250513001497	2025-05-12	APPLICATION OF AUTHORITY	2025-05-12

Trademarks Section

Serial Number:

99245060

Mark:

NERDWALLET WEALTH PARTNERS

Status:

NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER

Mark Type:

SERVICE MARK

Application Filing Date:

2025-06-20

Mark Drawing Type:

Standard character mark

Mark Literal Elements:

NERDWALLET WEALTH PARTNERS

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Financial services, namely, wealth management services; Providing information in the field of wealth management; Investment management; Financial planning; Financial advice; Financial consulting; Financial portfolio management; Financial planning for retirement; Financial retirement plan consulting...

First Use:

2025-06-17

International Classes:

036 - Primary Class

Class Status:

Active

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Date of last update: 15 May 2025

Sources: New York Secretary of State