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 PUBLICATION/ISSUE REVIEW COMPLETE as of Tuesday, February 18, 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 | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Tuesday, February 18, 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 | 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 |
| Tuesday, October 15, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 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, 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 |
