LSIA WEALTH MANAGEMENT Trademark
Trademark Overview
On Monday, September 15, 2025, a trademark application was filed for LSIA WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the LSIA WEALTH MANAGEMENT trademark a serial number of 99392864. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, September 15, 2025. This trademark is owned by LS Investment Advisors, LLC. The LSIA WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; Financial planning for retirement; Financial planning and investment advisory services; Financial services, namely, wealth management services; Financial planning services, namely, developing and managing a financial plan and investment strategy on behalf of wealthy individuals and families; Providing financial information services in the nature of estate planning guidance, insurance planning guidance and tax planning guidance
General Information
| Serial Number | 99392864 |
| Word Mark | LSIA WEALTH MANAGEMENT |
| Filing Date | Monday, September 15, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Monday, September 15, 2025 |
| 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
| Goods and Services | Financial planning; Financial planning for retirement; Financial planning and investment advisory services; Financial services, namely, wealth management services; Financial planning services, namely, developing and managing a financial plan and investment strategy on behalf of wealthy individuals and families; Providing financial information services in the nature of estate planning guidance, insurance planning guidance and tax planning guidance |
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 | Monday, September 15, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, March 31, 2020 |
| First Use In Commerce Date | Tuesday, March 31, 2020 |
Trademark Owner History
| Party Name | LS Investment Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Bloomfield Hills, MI 48034 |
Trademark Events
| Event Date | Event Description |
| Monday, September 15, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, September 16, 2025 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, September 16, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, September 16, 2025 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, September 15, 2025 | NEW APPLICATION ENTERED |
