MW WEALTH ADVISORS Trademark
Trademark Overview
On Wednesday, July 17, 2024, a trademark application was filed for MW WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the MW WEALTH ADVISORS trademark a serial number of 98653497. The federal status of this trademark filing is REGISTERED as of Tuesday, April 29, 2025. This trademark is owned by Meriwest Credit Union. The MW WEALTH ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:
Banking services; Estate planning; Financial planning and investment advisory services; Financial planning for retirement; Insurance consulting in the field of life, health, long term care, annuities insurance; Financial services, namely, wealth management services
General Information
| Serial Number | 98653497 |
| Word Mark | MW WEALTH ADVISORS |
| Filing Date | Wednesday, July 17, 2024 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, April 29, 2025 |
| Registration Number | 7775279 |
| Registration Date | Tuesday, April 29, 2025 |
| Mark Drawing | 5 - Drawing with word(s) / letter(s) / number(s) in Stylized form |
| Published for Opposition Date | Tuesday, March 11, 2025 |
Trademark Statements
| Description of Mark | The mark consists of the letters "M" and "W" in a stylized font with the "M" overlapping the "W". The words "Wealth Advisors" appear under the "M" and "W". |
| Pseudo Mark | WM WEALTH ADVISORS |
| Goods and Services | Banking services; Estate planning; Financial planning and investment advisory services; Financial planning for retirement; Insurance consulting in the field of life, health, long term care, annuities insurance; Financial services, namely, wealth management services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "WEALTH ADVISORS" |
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, July 17, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, February 1, 2016 |
| First Use In Commerce Date | Monday, February 1, 2016 |
Trademark Owner History
| Party Name | Meriwest Credit Union |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | San Jose, CA 95123 |
| Party Name | Meriwest Credit Union |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | San Jose, CA 95123 |
| Party Name | Meriwest Credit Union |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Jose, CA 95123 |
Trademark Events
| Event Date | Event Description |
| Wednesday, July 17, 2024 | NEW APPLICATION ENTERED |
| Thursday, February 6, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, February 7, 2025 | ASSIGNED TO EXAMINER |
| Friday, February 14, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, February 14, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, February 14, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, February 14, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Friday, February 14, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, March 5, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 11, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 11, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 29, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, April 29, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
