MODERN ELDER WEALTH ADVISORS Trademark
Trademark Overview
On Friday, September 5, 2025, a trademark application was filed for MODERN ELDER WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the MODERN ELDER WEALTH ADVISORS trademark a serial number of 99376899. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Monday, April 20, 2026. This trademark is owned by CEG Worldwide, LLC. The MODERN ELDER WEALTH ADVISORS trademark is filed in the Education & Entertainment Services and Computer & Software Services & Scientific Services categories with the following description:
Providing classes, seminars, workshops, retreats, educational events and keynote presentations in the field of financial planning and distribution of training materials in connection therewith
Providing online, non-downloadable e-books in the field of financial planning and financial advisory services; Providing online publications in the nature of electronic magazines, bulletins, and newsletters in the field of financial planning and financial advisory services; providing non-downloadable webinars in the field of financial planning and financial advisory services
General Information
| Serial Number | 99376899 |
| Word Mark | MODERN ELDER WEALTH ADVISORS |
| Filing Date | Friday, September 5, 2025 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Monday, April 20, 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 | Tuesday, May 12, 2026 |
Trademark Statements
| NOT AVAILABLE | "ELDER WEALTH ADVISORS" |
| Goods and Services | Providing classes, seminars, workshops, retreats, educational events and keynote presentations in the field of financial planning and distribution of training materials in connection therewith |
| Goods and Services | Providing online, non-downloadable e-books in the field of financial planning and financial advisory services; Providing online publications in the nature of electronic magazines, bulletins, and newsletters in the field of financial planning and financial advisory services; providing non-downloadable webinars in the field of financial planning and financial advisory services |
Classification Information
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, September 5, 2025 |
| Primary Code | 041 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, September 5, 2025 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | CEG Worldwide, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Martin, CA 95046
US |
Trademark Events
| Event Date | Event Description |
| Friday, September 5, 2025 | NEW APPLICATION ENTERED |
| Friday, September 5, 2025 | APPLICATION FILING RECEIPT MAILED |
| Friday, September 5, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, October 8, 2025 | ASSIGNED TO EXAMINER |
| Thursday, October 9, 2025 | NON-FINAL ACTION WRITTEN |
| Thursday, October 9, 2025 | NON-FINAL ACTION E-MAILED |
| Thursday, October 9, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, January 5, 2026 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Monday, January 5, 2026 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Wednesday, April 8, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, April 8, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, April 8, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, April 13, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
