D DAVIES DWMS WEALTH MANAGEMENT STRATEGIES LLC Trademark
Trademark Overview
On Friday, July 10, 2026, a trademark application was filed for D DAVIES DWMS WEALTH MANAGEMENT STRATEGIES LLC with the United States Patent and Trademark Office. The USPTO has given the D DAVIES DWMS WEALTH MANAGEMENT STRATEGIES LLC trademark a serial number of 99934419. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, July 10, 2026. The D DAVIES DWMS WEALTH MANAGEMENT STRATEGIES LLC trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:
Investment advisory services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Estate planning; Financial wealth management services
Tax advisory services; Tax consulting services
General Information
| Serial Number | 99934419 |
| Word Mark | D DAVIES DWMS WEALTH MANAGEMENT STRATEGIES LLC |
| Filing Date | Friday, July 10, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, July 10, 2026 |
| 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
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Pseudo Mark | D DAVIES WEALTH MANAGEMENT STRATEGIES WEALTH MANAGEMENT STRATEGIES LIMITED LIABILITY COMPANY |
| Description of Mark | The mark consists of "D DAVIES DWMS WEALTH MANAGEMENT STRATEGIES LLC" in stylized font. |
| Pseudo Mark | D DAVIES DWMS WEALTH MANAGEMENT STRATEGIES LIMITED LIABILITY COMPANY |
| Pseudo Mark | D DAVIES DAVIES WEALTH MANAGEMENT STRATEGIES WEALTH MANAGEMENT STRATEGIES LIMITED LIABILITY COMPANY |
| Goods and Services | Investment advisory services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Estate planning; Financial wealth management services |
| Goods and Services | Tax advisory services; Tax consulting services |
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 | Friday, July 10, 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 | Friday, July 10, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | The Villages, FL 32162
US |
Trademark Events
| Event Date | Event Description |
| Friday, July 10, 2026 | NEW APPLICATION ENTERED |
| Friday, July 10, 2026 | APPLICATION FILING RECEIPT MAILED |
