CLEARPATH WEALTH ADVISORS Trademark
Trademark Overview
On Monday, March 24, 2025, a trademark application was filed for CLEARPATH WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the CLEARPATH WEALTH ADVISORS trademark a serial number of 99099529. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Sunday, November 9, 2025. This trademark is owned by ClearPath Wealth Advisors. The CLEARPATH WEALTH ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:
Financial advice; Financial advice and consultancy services; Financial advice relating to tax; Providing financial advice via a website
General Information
| Serial Number | 99099529 |
| Word Mark | CLEARPATH WEALTH ADVISORS |
| Filing Date | Monday, March 24, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Sunday, November 9, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| NOT AVAILABLE | "WEALTH ADVISORS" |
| Goods and Services | Financial advice; Financial advice and consultancy services; Financial advice relating to tax; Providing financial advice via a website |
| Description of Mark | The mark consists of a stylized circular design on the left, forming an incomplete circle with an opening on the right side. Inside the circle, there is a right -facing triangular arrow. On the right of the design, the wording "CLEARPATHÂ " is written in bold and stylized font. Below "Clear Path," the wording "WEALTH ADVISORS" is written in stylized font. |
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, March 24, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, November 1, 2020 |
| First Use In Commerce Date | Sunday, November 1, 2020 |
Trademark Owner History
| Party Name | ClearPath Wealth Advisors |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | Minnetonka, MN 55305 |
Trademark Events
| Event Date | Event Description |
| Monday, March 24, 2025 | NEW APPLICATION ENTERED |
| Monday, March 24, 2025 | APPLICATION FILING RECEIPT MAILED |
| Friday, August 8, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, August 8, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, August 21, 2025 | ASSIGNED TO EXAMINER |
| Thursday, September 4, 2025 | NON-FINAL ACTION WRITTEN |
| Thursday, September 4, 2025 | NON-FINAL ACTION E-MAILED |
| Thursday, September 4, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, September 12, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, September 17, 2025 | ASSIGNED TO LIE |
| Wednesday, September 17, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, September 17, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Sunday, November 9, 2025 | NON-FINAL ACTION WRITTEN |
| Sunday, November 9, 2025 | NON-FINAL ACTION E-MAILED |
| Sunday, November 9, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
