ESCALATOR WEALTH ADVISORS Trademark

Trademark Overview

On Thursday, May 21, 2026, a trademark application was filed for ESCALATOR WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the ESCALATOR WEALTH ADVISORS trademark a serial number of 99838269. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, May 21, 2026. This trademark is owned by Escalator Wealth Advisors, LLC. The ESCALATOR WEALTH ADVISORS trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Insurance & Financial Services, and Computer & Software Services & Scientific Services categories with the following description:

Providing a web site featuring temporary use of non-downloadable software for financial planning, budgeting, investment management, investment advisory, and financial education; Providing on-line non-downloadable software for financial planning, budgeting, investment management, investment advisory, and financial education; Providing online non-downloadable computer software platforms for financial planning, budgeting, investment management, investment advisory, and financial education; Providing temporary use of online non-downloadable computer software for financial planning, budgeting, investment management, investment advisory, and financial education

Financial advisory and consultancy services; Financial planning and investment advisory services; Investment advisory services; Providing information in the field of financial planning; Providing financial information in the field of financial planning, budgeting, investment management, investment advisory, and financial education via a website; Financial management

Downloadable mobile applications for financial planning, budgeting, investment management, investment advisory, and financial education; Downloadable software for financial planning, budgeting, investment management, investment advisory, and financial education
escalator wealth advisors

General Information

Serial Number99838269
Word MarkESCALATOR WEALTH ADVISORS
Filing DateThursday, May 21, 2026
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateThursday, May 21, 2026
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 ServicesProviding a web site featuring temporary use of non-downloadable software for financial planning, budgeting, investment management, investment advisory, and financial education; Providing on-line non-downloadable software for financial planning, budgeting, investment management, investment advisory, and financial education; Providing online non-downloadable computer software platforms for financial planning, budgeting, investment management, investment advisory, and financial education; Providing temporary use of online non-downloadable computer software for financial planning, budgeting, investment management, investment advisory, and financial education
Goods and ServicesFinancial advisory and consultancy services; Financial planning and investment advisory services; Investment advisory services; Providing information in the field of financial planning; Providing financial information in the field of financial planning, budgeting, investment management, investment advisory, and financial education via a website; Financial management
Pseudo MarkESCALATOR WEALTH ADVISERS
Goods and ServicesDownloadable mobile applications for financial planning, budgeting, investment management, investment advisory, and financial education; Downloadable software for financial planning, budgeting, investment management, investment advisory, and financial education

Classification Information

International Class009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus.
US Class Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateThursday, May 21, 2026
Primary Code009
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, May 21, 2026
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateThursday, May 21, 2026
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameEscalator Wealth Advisors, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressCambridge, MA 02139
US

Trademark Events

Event DateEvent Description
Thursday, May 21, 2026NEW APPLICATION ENTERED
Thursday, May 21, 2026NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, May 21, 2026APPLICATION FILING RECEIPT MAILED

Related Keywords

advisors wealth escalator financial investment advisory planning management education budgeting providing downloadable software