GUIDING YOU IN THE RIGHT DIRECTION WITH YOUR FINANCES NOW AND IN THE FUTURE!
Live / Applied — New application — not yet assigned to an examiner (as of 05 Aug 2026)
What this means for you
Not registered yet, but its 05 Aug 2026 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 50033993
- Mark type
- Slogan / phrase
- Filed
- 05 Aug 2026
- Attorney of record
- Harry B. Ray
Goods and services
- Class 036 — Insurance and financial services: Financial analysis; Investment consultation; Investment advice; Financial planning; Financial consultation; Financial advisory and consultancy services; Financial management; Investment management; Financial wealth management services; Financial portfolio management
Owner
- THE STRATEGIC WEALTH ADVISOR LLC, Boca Raton, FL, US
Prosecution history
- 05 Aug 2026 — APPLICATION FILING RECEIPT MAILED
- 05 Aug 2026 — NEW APPLICATION ENTERED