DWC WEALTH ADVISORS Trademark
Trademark Overview
On Tuesday, May 26, 2026, a trademark application was filed for DWC WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the DWC WEALTH ADVISORS trademark a serial number of 99845471. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, May 26, 2026. This trademark is owned by Dalby, Wendland & Co., P.C.. The DWC WEALTH ADVISORS trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:
Estate planning; Financial advice relating to tax; Financial asset management; Financial planning; Financial planning for retirement; Financial portfolio management; Financial risk management; Financial wealth management services; Investment advisory services; Insurance information and consultancy
Business succession planning; Tax and taxation planning, advice, information and consultancy services
General Information
| Serial Number | 99845471 |
| Word Mark | DWC WEALTH ADVISORS |
| Filing Date | Tuesday, May 26, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Tuesday, May 26, 2026 |
| 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
| Pseudo Mark | DWC WEALTH ADVISERS |
| Goods and Services | Estate planning; Financial advice relating to tax; Financial asset management; Financial planning; Financial planning for retirement; Financial portfolio management; Financial risk management; Financial wealth management services; Investment advisory services; Insurance information and consultancy |
| Goods and Services | Business succession planning; Tax and taxation planning, advice, information and consultancy 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 | Tuesday, May 26, 2026 |
| Primary Code | 035 |
| First Use Anywhere Date | Tuesday, June 1, 2021 |
| First Use In Commerce Date | Tuesday, June 1, 2021 |
| 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 | Tuesday, May 26, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, June 1, 2021 |
| First Use In Commerce Date | Tuesday, June 1, 2021 |
Trademark Owner History
| Party Name | Dalby, Wendland & Co., P.C. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Grand Junction, CO 81501
US |
Trademark Events
| Event Date | Event Description |
| Tuesday, May 26, 2026 | NEW APPLICATION ENTERED |
| Tuesday, May 26, 2026 | APPLICATION FILING RECEIPT MAILED |
