SANTARA WEALTH MANAGEMENT
Live / Allowed — Approved for publication (as of 09 Oct 2026)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 03 Jun 2026 filing date already counts against anyone who files later.
Record
- Serial number
- 99862832
- Mark type
- Word mark
- Filed
- 03 Jun 2026
Goods and services
- Class 036 — Insurance and financial services: Financial administration of investment portfolios; Financial planning, namely, retirement, investment, estate, and wealth planning services; Financial advisory and consultancy services, namely, investment management, wealth management, retirement planning, and financial planning services
Owner
- Santara Wealth Management, LLC, san diego, CA, US
Prosecution history
- 09 Oct 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 09 Oct 2026 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 09 Oct 2026 — EXAMINER'S AMENDMENT ENTERED
- 09 Oct 2026 — EXAMINERS AMENDMENT E-MAILED
- 09 Oct 2026 — EXAMINERS AMENDMENT -WRITTEN
- 07 Oct 2026 — ASSIGNED TO EXAMINER
- 06 Oct 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 03 Jun 2026 — APPLICATION FILING RECEIPT MAILED
- 03 Jun 2026 — NEW APPLICATION ENTERED