OPENROAD WEALTH ADVISORS Trademark

Trademark Overview

On Tuesday, December 17, 2024, a trademark application was filed for OPENROAD WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the OPENROAD WEALTH ADVISORS trademark a serial number of 98907643. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Monday, December 15, 2025. This trademark is owned by OPENROAD WEALTH ADVISORS, LLC. The OPENROAD WEALTH ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning and investment advisory services
openroad wealth advisors

General Information

Serial Number98907643
Word MarkOPENROAD WEALTH ADVISORS
Filing DateTuesday, December 17, 2024
Status681 - PUBLICATION/ISSUE REVIEW COMPLETE
Status DateMonday, December 15, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, January 6, 2026

Trademark Statements

Pseudo MarkOPEN ROAD WEALTH ADVISORS
Goods and ServicesFinancial planning and investment advisory services
NOT AVAILABLEWEALTH ADVISORS

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, December 17, 2024
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameOPENROAD WEALTH ADVISORS, LLC
Party Type11 - New Owner Before Publication
Legal Entity Type16 - Limited Liability Company
AddressANDOVER, MA 01810
Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressPhoenix, AZ 85020

Trademark Events

Event DateEvent Description
Tuesday, December 17, 2024NEW APPLICATION ENTERED
Tuesday, December 17, 2024APPLICATION FILING RECEIPT MAILED
Wednesday, May 21, 2025AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Saturday, May 24, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, June 4, 2025ASSIGNED TO EXAMINER
Wednesday, June 4, 2025NON-FINAL ACTION WRITTEN
Wednesday, June 4, 2025NON-FINAL ACTION E-MAILED
Wednesday, June 4, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, September 4, 2025APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Thursday, September 4, 2025APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Wednesday, December 3, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, December 3, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, December 3, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, December 3, 2025TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Wednesday, December 3, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, December 3, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, December 3, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, December 8, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, December 31, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Related Keywords

advisors wealth openroad services advisory investment planning financial