SHELTER WEALTH STRATEGIES

What this means for you

Not registered yet, but its 17 Nov 2025 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

99501037

Mark type

Word mark

Filed

17 Nov 2025

Attorney of record

RAYMOND ALEXANDER JAMES

Goods and services

• Class 036 — Insurance and financial services: Financial planning and investment advisory services, namely, financial advisory services for individuals involved in personal injury lawsuits and settlements; financial consulting services in the field of personal injury lawsuits and settlements for individuals; financial analysis and preparation of financial plans for individuals receiving or expecting to receive settlement proceeds from personal injury lawsuits and settlements; providing financial information and financial advice to individuals regarding proceeds received from personal injury lawsuits and settlements, and long-term financial planning concerning settlement proceeds received in connection with personal injury lawsuits and settlements; financial planning consultation regarding the management and administration of settlement proceeds for individuals involved in personal injury lawsuits and settlements

Owner

• Shelter Wealth Strategies, LLC, Houston, TX, US

Prosecution history

• 06 Aug 2026 — NOTIFICATION OF FINAL REFUSAL EMAILED
• 06 Aug 2026 — FINAL REFUSAL E-MAILED
• 06 Aug 2026 — FINAL REFUSAL WRITTEN
• 25 Jun 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 25 Jun 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 25 Jun 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
• 25 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 25 Mar 2026 — NON-FINAL ACTION E-MAILED
• 25 Mar 2026 — NON-FINAL ACTION WRITTEN
• 24 Mar 2026 — ASSIGNED TO EXAMINER
• 17 Nov 2025 — APPLICATION FILING RECEIPT MAILED
• 17 Nov 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 17 Nov 2025 — NEW APPLICATION ENTERED