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 PUBLISHED FOR OPPOSITION as of Tuesday, March 11, 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
General Information
| Serial Number | 98470426 |
| Word Mark | BALANCE WEALTH ADVISORS |
| Filing Date | Wednesday, March 27, 2024 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, March 11, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 11, 2025 |
Trademark Statements
| Goods and Services | 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 |
| NOT AVAILABLE | "WEALTH ADVISORS" |
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 | Wednesday, March 27, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, December 1, 2014 |
| First Use In Commerce Date | Monday, December 1, 2014 |
Trademark Owner History
| Party Name | BWA LPW LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Wellesley, MA 02481 |
| Party Name | BWA LPW LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Wellesley, MA 02481 |
Trademark Events
| Event Date | Event Description |
| Wednesday, March 27, 2024 | NEW APPLICATION ENTERED |
| Tuesday, April 2, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, October 7, 2024 | ASSIGNED TO EXAMINER |
| Tuesday, October 15, 2024 | NON-FINAL ACTION WRITTEN |
| Tuesday, October 15, 2024 | NON-FINAL ACTION E-MAILED |
| Tuesday, January 14, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, October 15, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, January 14, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, January 14, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, February 14, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 5, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 11, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 11, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
