APEX WEALTH ADVISORS Trademark
Trademark Overview
On Monday, May 19, 2025, a trademark application was filed for APEX WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the APEX WEALTH ADVISORS trademark a serial number of 99192024. The federal status of this trademark filing is REGISTERED as of Tuesday, January 27, 2026. This trademark is owned by LACO Enterprises LLC. The APEX WEALTH ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:
Estate planning; Financial advisory and consultancy services; Financial management; Financial planning; Financial planning for retirement; Investment advisory services; Investment management; Financial services, namely, wealth management services
General Information
| Serial Number | 99192024 |
| Word Mark | APEX WEALTH ADVISORS |
| Filing Date | Monday, May 19, 2025 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, January 27, 2026 |
| Registration Number | 8114954 |
| Registration Date | Tuesday, January 27, 2026 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, December 9, 2025 |
Trademark Statements
| NOT AVAILABLE | "WEALTH ADVISORS" |
| Goods and Services | Estate planning; Financial advisory and consultancy services; Financial management; Financial planning; Financial planning for retirement; Investment advisory services; Investment management; Financial services, namely, wealth management services |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, May 19, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, November 30, 2021 |
| First Use In Commerce Date | Tuesday, November 30, 2021 |
Trademark Owner History
| Party Name | LACO Enterprises LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Chesterfield, MO 63017 |
| Party Name | LACO Enterprises LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Chesterfield, MO 63017 |
| Party Name | LACO Enterprises LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Chesterfield, MO 63017 |
Trademark Events
| Event Date | Event Description |
| Monday, May 19, 2025 | NEW APPLICATION ENTERED |
| Monday, May 19, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, May 19, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, September 30, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, November 11, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, December 3, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, December 9, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, December 9, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 27, 2026 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, January 27, 2026 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
