BALANCE WEALTH ADVISORS Trademark

Trademark Overview


On Wednesday, March 27, 2024, a trademark application was filed for BALANCE WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the BALANCE WEALTH ADVISORS trademark a serial number of 98470426. The federal status of this trademark filing is REGISTERED as of Tuesday, April 29, 2025. This trademark is owned by BWA LPW LLC. The BALANCE WEALTH ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:

Financial consulting; Financial advisory services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Financial risk assessment services; Strategic corporate financial advisory services
balance wealth advisors

General Information


Serial Number98470426
Word MarkBALANCE WEALTH ADVISORS
Filing DateWednesday, March 27, 2024
Status700 - REGISTERED
Status DateTuesday, April 29, 2025
Registration Number7773932
Registration DateTuesday, April 29, 2025
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 11, 2025

Trademark Statements


Goods and ServicesFinancial consulting; Financial advisory services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Financial risk assessment services; Strategic corporate financial advisory services
NOT AVAILABLE"WEALTH ADVISORS"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, March 27, 2024
Primary Code036
First Use Anywhere DateMonday, December 1, 2014
First Use In Commerce DateMonday, December 1, 2014

Trademark Owner History


Party NameBWA LPW LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressWellesley, MA 02481

Party NameBWA LPW LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressWellesley, MA 02481

Party NameBWA LPW LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressWellesley, MA 02481

Trademark Events


Event DateEvent Description
Wednesday, March 27, 2024NEW APPLICATION ENTERED
Tuesday, April 2, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, October 7, 2024ASSIGNED TO EXAMINER
Tuesday, January 14, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, October 15, 2024NON-FINAL ACTION WRITTEN
Tuesday, October 15, 2024NON-FINAL ACTION E-MAILED
Tuesday, October 15, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, January 14, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, January 14, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, February 14, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, March 11, 2025PUBLISHED FOR OPPOSITION
Wednesday, March 5, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, March 11, 2025OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Friday, August 1, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, August 1, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, August 1, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, August 11, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, August 11, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, August 11, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, April 29, 2025NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, April 29, 2025REGISTERED-PRINCIPAL REGISTER