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 RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Friday, March 28, 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
General Information
| Serial Number | 98631989 |
| Word Mark | DISTRICT WEALTH STRATEGIES |
| Filing Date | Wednesday, July 3, 2024 |
| Status | 661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED |
| Status Date | Friday, March 28, 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 | 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 |
| NOT AVAILABLE | "WEALTH STRATEGIES" |
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, July 3, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, February 22, 2022 |
| First Use In Commerce Date | Tuesday, February 22, 2022 |
Trademark Owner History
| Party Name | MISSION DRIVEN ADVISOR INC. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Washington, DC 20024 |
Trademark Events
| Event Date | Event Description |
| Monday, July 29, 2024 | TEAS VOLUNTARY AMENDMENT RECEIVED |
| Wednesday, July 3, 2024 | NEW APPLICATION ENTERED |
| Wednesday, July 3, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, October 29, 2024 | PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED |
| Saturday, December 28, 2024 | ASSIGNED TO EXAMINER |
| Saturday, December 28, 2024 | NON-FINAL ACTION WRITTEN |
| Saturday, December 28, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, October 29, 2024 | ASSIGNED TO LIE |
| Saturday, December 28, 2024 | NON-FINAL ACTION E-MAILED |
| Friday, March 28, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, March 28, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, March 28, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
