CHIEF FAMILY ADVISOR Trademark
Trademark Overview
On Thursday, June 4, 2026, a trademark application was filed for CHIEF FAMILY ADVISOR with the United States Patent and Trademark Office. The USPTO has given the CHIEF FAMILY ADVISOR trademark a serial number of 99865111. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, June 4, 2026. This trademark is owned by Wellspring Financial Advisors, LLC. The CHIEF FAMILY ADVISOR trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:
Financial services, namely, wealth management services; Financial planning; Financial advice; Investment advice; Estate planning; Financial risk management; Providing information in the field of wealth management
Tax and taxation planning, advice, information and consultancy services
General Information
| Serial Number | 99865111 |
| Word Mark | CHIEF FAMILY ADVISOR |
| Filing Date | Thursday, June 4, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Thursday, June 4, 2026 |
| 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 | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial services, namely, wealth management services; Financial planning; Financial advice; Investment advice; Estate planning; Financial risk management; Providing information in the field of wealth management |
| Goods and Services | Tax and taxation planning, advice, information and consultancy services |
| Pseudo Mark | CHIEF FAMILY ADVISER |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, June 4, 2026 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Thursday, June 4, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Wellspring Financial Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Cleveland, OH 44124
US |
Trademark Events
| Event Date | Event Description |
| Thursday, June 4, 2026 | NEW APPLICATION ENTERED |
| Thursday, June 4, 2026 | APPLICATION FILING RECEIPT MAILED |
| Thursday, June 4, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
