LIFTPOINT FAMILY WEALTH ADVISORS Trademark
Trademark Overview
On Wednesday, January 7, 2026, a trademark application was filed for LIFTPOINT FAMILY WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the LIFTPOINT FAMILY WEALTH ADVISORS trademark a serial number of 99581974. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, January 7, 2026. This trademark is owned by LiftPoint Family Wealth Advisors, LLC. The LIFTPOINT FAMILY WEALTH ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:
Investment advisory services; Financial advisory services; Financial planning; Financial portfolio management; Financial consulting; Financial wealth management services; Financial planning for retirement
General Information
| Serial Number | 99581974 |
| Word Mark | LIFTPOINT FAMILY WEALTH ADVISORS |
| Filing Date | Wednesday, January 7, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Wednesday, January 7, 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
| NOT AVAILABLE | "FAMILY WEALTH ADVISORS" |
| Goods and Services | Investment advisory services; Financial advisory services; Financial planning; Financial portfolio management; Financial consulting; Financial wealth management services; Financial planning for retirement |
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, January 7, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, September 2, 2025 |
| First Use In Commerce Date | Tuesday, September 2, 2025 |
Trademark Owner History
| Party Name | LiftPoint Family Wealth Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Far Hills, NJ 07931 |
Trademark Events
| Event Date | Event Description |
| Wednesday, January 7, 2026 | NEW APPLICATION ENTERED |
| Wednesday, January 7, 2026 | APPLICATION FILING RECEIPT MAILED |
