FAMILY WEALTH ADVANTAGE Trademark
Trademark Overview
On Wednesday, April 23, 2025, a trademark application was filed for FAMILY WEALTH ADVANTAGE with the United States Patent and Trademark Office. The USPTO has given the FAMILY WEALTH ADVANTAGE trademark a serial number of 99151075. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, April 23, 2025. This trademark is owned by Clarity Wealth Group, LLC. The FAMILY WEALTH ADVANTAGE trademark is filed in the Insurance & Financial Services category with the following description:
Investment management; Financial planning; Providing information in the field of financial planning; Financial planning and investment advisory services; Financial management in the field of investment portfolios
General Information
| Serial Number | 99151075 |
| Word Mark | FAMILY WEALTH ADVANTAGE |
| Filing Date | Wednesday, April 23, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Wednesday, April 23, 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 | Investment management; Financial planning; Providing information in the field of financial planning; Financial planning and investment advisory services; Financial management in the field of investment portfolios |
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, April 23, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Clarity Wealth Group, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Naples, FL 34110 |
Trademark Events
| Event Date | Event Description |
| Wednesday, April 23, 2025 | NEW APPLICATION ENTERED |
| Wednesday, April 23, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, April 23, 2025 | APPLICATION FILING RECEIPT MAILED |
