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
General Information
| Serial Number | 99398734 |
| Word Mark | HEADWATER WEALTH ADVISORS |
| Filing Date | Wednesday, September 17, 2025 |
| Status | 647 - EXAMINERS AMENDMENT - MAILED |
| Status Date | Thursday, February 19, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Pseudo Mark | HEAD WATER WEALTH ADVISORS |
| Description of Mark | The 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 Services | Financial 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 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, September 17, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, August 20, 2025 |
| First Use In Commerce Date | Wednesday, August 20, 2025 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Bellevue, WA 98004 |
Trademark Events
| Event Date | Event Description |
| Wednesday, September 17, 2025 | NEW APPLICATION ENTERED |
| Wednesday, September 17, 2025 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, February 11, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, February 11, 2026 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, February 12, 2026 | ASSIGNED TO EXAMINER |
| Thursday, February 19, 2026 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, February 19, 2026 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, February 19, 2026 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, February 19, 2026 | EXAMINER'S AMENDMENT ENTERED |