LAT WEALTH FINANCIAL ADVISORS Trademark

Trademark Overview


On Monday, December 22, 2025, a trademark application was filed for LAT WEALTH FINANCIAL ADVISORS with the United States Patent and Trademark Office. The USPTO has given the LAT WEALTH FINANCIAL ADVISORS trademark a serial number of 99561451. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, December 22, 2025. This trademark is owned by Lat Wealth Financial Advisors LLC. The LAT WEALTH FINANCIAL ADVISORS trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:

Providing online non-downloadable videos in the field of finance, insurance, retirement, estates and wealth management;; Providing online non-downloadable news articles in the field of finance, insurance, retirement, estates, and wealth management;; Providing on-line monthly newsletters, multi-client market and technology studies, quarterly and annual reports, and Japanese translations of the aforesaid document, all in the field of flat panel display and semiconductor industries

Business strategic planning services; Business succession planning; Business planning

Insurance consultation; Insurance information; Financial advisory services; Financial analysis; Financial research; Financial information; Financial services, namely, wealth management services; Financial planning for retirement; Estate planning; Consulting services in the field of state and federal employee benefit plans concerning insurance and finance
lat wealth financial advisors

General Information


Serial Number99561451
Word MarkLAT WEALTH FINANCIAL ADVISORS
Filing DateMonday, December 22, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateMonday, December 22, 2025
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 claimedThe color(s) Green, white and black. is/are claimed as a feature of the mark.
Goods and ServicesProviding online non-downloadable videos in the field of finance, insurance, retirement, estates and wealth management;; Providing online non-downloadable news articles in the field of finance, insurance, retirement, estates, and wealth management;; Providing on-line monthly newsletters, multi-client market and technology studies, quarterly and annual reports, and Japanese translations of the aforesaid document, all in the field of flat panel display and semiconductor industries
Goods and ServicesBusiness strategic planning services; Business succession planning; Business planning
NOT AVAILABLE"financial advisors"
Goods and ServicesInsurance consultation; Insurance information; Financial advisory services; Financial analysis; Financial research; Financial information; Financial services, namely, wealth management services; Financial planning for retirement; Estate planning; Consulting services in the field of state and federal employee benefit plans concerning insurance and finance
Description of MarkThe mark consists of A compass design inside a black circle, comprised of two four-point stars. The larger, front, star is green and white and points north, east, south and west, with the points overlapping the circle. Behind it is a black and white four-point star, set at forty-five degrees to the larger front star. To the right of the design are the words LAT WEALTH in large type above FINANCIAL ADVISORS in smaller type.

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, December 22, 2025
Primary Code035
First Use Anywhere DateMonday, December 15, 2025
First Use In Commerce DateMonday, December 15, 2025

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, December 22, 2025
Primary Code036
First Use Anywhere DateMonday, December 15, 2025
First Use In Commerce DateMonday, December 15, 2025

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateMonday, December 22, 2025
Primary Code041
First Use Anywhere DateMonday, December 15, 2025
First Use In Commerce DateMonday, December 15, 2025

Trademark Owner History


Party NameLat Wealth Financial Advisors LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressClearwater, FL 33760

Trademark Events


Event DateEvent Description
Monday, December 22, 2025NEW APPLICATION ENTERED
Monday, December 22, 2025APPLICATION FILING RECEIPT MAILED