DESTINATION WEALTH ADVISORS Trademark
Trademark Overview
On Wednesday, January 15, 2025, a trademark application was filed for DESTINATION WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the DESTINATION WEALTH ADVISORS trademark a serial number of 98963871. The federal status of this trademark filing is FINAL REFUSAL - MAILED as of Sunday, July 27, 2025. This trademark is owned by Emrem Co LLC. The DESTINATION WEALTH ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:
Financial advice; Financial advisory and consultancy services; Financial advisory services; Financial asset management; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Providing financial advisory services
General Information
| Serial Number | 98963871 |
| Word Mark | DESTINATION WEALTH ADVISORS |
| Filing Date | Wednesday, January 15, 2025 |
| Status | 645 - FINAL REFUSAL - MAILED |
| Status Date | Sunday, July 27, 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 | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial advice; Financial advisory and consultancy services; Financial advisory services; Financial asset management; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Providing 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, January 15, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, March 16, 2023 |
| First Use In Commerce Date | Thursday, March 16, 2023 |
Trademark Owner History
| Party Name | Emrem Co LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Mooresville, NC 28117 |
Trademark Events
| Event Date | Event Description |
| Wednesday, January 15, 2025 | NEW APPLICATION ENTERED |
| Wednesday, January 15, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, June 24, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, June 24, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, June 24, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, June 25, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, June 25, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, June 25, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Sunday, July 27, 2025 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Sunday, July 27, 2025 | FINAL REFUSAL E-MAILED |
| Sunday, July 27, 2025 | FINAL REFUSAL WRITTEN |
| Tuesday, June 24, 2025 | NON-FINAL ACTION WRITTEN |
