DISTRICT WEALTH STRATEGIES Trademark

Trademark Overview

On Wednesday, July 3, 2024, a trademark application was filed for DISTRICT WEALTH STRATEGIES with the United States Patent and Trademark Office. The USPTO has given the DISTRICT WEALTH STRATEGIES trademark a serial number of 98631989. The federal status of this trademark filing is EX PARTE APPEAL PENDING as of Wednesday, December 3, 2025. This trademark is owned by MISSION DRIVEN ADVISOR INC.. The DISTRICT WEALTH STRATEGIES trademark is filed in the Insurance & Financial Services category with the following description:

Consulting services in the field of employee benefit plans concerning insurance and finance; Estate planning; Financial advice; Financial consulting; Financial planning for retirement; Financial risk management; Financial risk management consultation; Business risk management consultation; Business risk management services; Investment management
district wealth strategies

General Information

Serial Number98631989
Word MarkDISTRICT WEALTH STRATEGIES
Filing DateWednesday, July 3, 2024
Status760 - EX PARTE APPEAL PENDING
Status DateWednesday, December 3, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesConsulting services in the field of employee benefit plans concerning insurance and finance; Estate planning; Financial advice; Financial consulting; Financial planning for retirement; Financial risk management; Financial risk management consultation; Business risk management consultation; Business risk management services; Investment management
NOT AVAILABLE"WEALTH STRATEGIES"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, July 3, 2024
Primary Code036
First Use Anywhere DateTuesday, February 22, 2022
First Use In Commerce DateTuesday, February 22, 2022

Trademark Owner History

Party NameMISSION DRIVEN ADVISOR INC.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressWashington, DC 20024

Trademark Events

Event DateEvent Description
Wednesday, July 3, 2024NEW APPLICATION ENTERED
Wednesday, July 3, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, July 29, 2024TEAS VOLUNTARY AMENDMENT RECEIVED
Tuesday, October 29, 2024ASSIGNED TO LIE
Tuesday, October 29, 2024PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED
Saturday, December 28, 2024ASSIGNED TO EXAMINER
Saturday, December 28, 2024NON-FINAL ACTION WRITTEN
Saturday, December 28, 2024NON-FINAL ACTION E-MAILED
Saturday, December 28, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, March 28, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, March 28, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, March 28, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, June 3, 2025FINAL REFUSAL WRITTEN
Tuesday, June 3, 2025FINAL REFUSAL E-MAILED
Tuesday, June 3, 2025NOTIFICATION OF FINAL REFUSAL EMAILED
Thursday, August 28, 2025APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Thursday, August 28, 2025APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Wednesday, December 3, 2025EXPARTE APPEAL RECEIVED AT TTAB
Wednesday, December 3, 2025JURISDICTION RESTORED TO EXAMINING ATTORNEY
Wednesday, December 3, 2025EX PARTE APPEAL-INSTITUTED
Wednesday, December 3, 2025TEAS REQUEST FOR RECONSIDERATION RECEIVED
Tuesday, December 9, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, December 9, 2025TEAS/EMAIL CORRESPONDENCE ENTERED

Related Keywords

strategies wealth district financial management risk planning business services consultation consulting investment retirement