HEADWATER WEALTH ADVISORS Trademark

Trademark Overview


On Wednesday, September 17, 2025, a trademark application was filed for HEADWATER WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the HEADWATER WEALTH ADVISORS trademark a serial number of 99398734. The federal status of this trademark filing is EXAMINERS AMENDMENT - MAILED as of Thursday, February 19, 2026. The HEADWATER WEALTH ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning, namely, creating personalized strategies for creating, managing, and distributing wealth; Financial planning and investment advisory services; Financial wealth management services; Investment management
headwater wealth advisors

General Information


Serial Number99398734
Word MarkHEADWATER WEALTH ADVISORS
Filing DateWednesday, September 17, 2025
Status647 - EXAMINERS AMENDMENT - MAILED
Status DateThursday, February 19, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Indication of Colors claimedColor is not claimed as a feature of the mark.
Pseudo MarkHEAD WATER WEALTH ADVISORS
Description of MarkThe mark consists of a square with a side-to-side wavy line appearing wider at the bottom than the top, as if viewing a river from a distance.  The wording "HEADWATER WEALTH ADVISORS" appears to the right of the design, with "HEADWATER" centered above "WEALTH ADVISORS" in slightly bigger stylized font.
NOT AVAILABLE"WEALTH ADVISORS"
Goods and ServicesFinancial planning, namely, creating personalized strategies for creating, managing, and distributing wealth; Financial planning and investment advisory services; Financial wealth management services; Investment management

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, September 17, 2025
Primary Code036
First Use Anywhere DateWednesday, August 20, 2025
First Use In Commerce DateWednesday, August 20, 2025

Trademark Owner History


Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressBellevue, WA 98004

Trademark Events


Event DateEvent Description
Wednesday, September 17, 2025NEW APPLICATION ENTERED
Wednesday, September 17, 2025APPLICATION FILING RECEIPT MAILED
Wednesday, February 11, 2026NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, February 11, 2026NOTICE OF DESIGN SEARCH CODE E-MAILED
Thursday, February 12, 2026ASSIGNED TO EXAMINER
Thursday, February 19, 2026EXAMINERS AMENDMENT -WRITTEN
Thursday, February 19, 2026EXAMINERS AMENDMENT E-MAILED
Thursday, February 19, 2026NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, February 19, 2026EXAMINER'S AMENDMENT ENTERED