HERITAGE OAK WEALTH ADVISORS Trademark
Trademark Overview
On Thursday, April 23, 2026, a trademark application was filed for HERITAGE OAK WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the HERITAGE OAK WEALTH ADVISORS trademark a serial number of 99783490. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, April 23, 2026. This trademark is owned by Heritage Oak Wealth Advisors, LLC. The HERITAGE OAK WEALTH ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:
Financial wealth management services; Financial services, namely, wealth management services
General Information
| Serial Number | 99783490 |
| Word Mark | HERITAGE OAK WEALTH ADVISORS |
| Filing Date | Thursday, April 23, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Thursday, April 23, 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 | HERITAGE OAK WEALTH ADVISERS |
| Goods and Services | Financial wealth management services; Financial services, namely, wealth management services |
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 | Thursday, April 23, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, February 18, 2019 |
| First Use In Commerce Date | Friday, April 5, 2019 |
Trademark Owner History
| Party Name | Heritage Oak Wealth Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Rogers, AR 72758
US |
Trademark Events
| Event Date | Event Description |
| Thursday, April 23, 2026 | NEW APPLICATION ENTERED |
| Thursday, April 23, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, April 23, 2026 | APPLICATION FILING RECEIPT MAILED |
