PHYSICIAN WEALTH ADVISORS Trademark

Trademark Overview


On Monday, July 24, 2023, a trademark application was filed for PHYSICIAN WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the PHYSICIAN WEALTH ADVISORS trademark a serial number of 98098773. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, March 25, 2025. This trademark is owned by Physician Wealth Advisors, Inc.. The PHYSICIAN WEALTH ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, investment planning, retirement planning, cash management, college funding planning, and estate management; Financial advice; Financial analysis; Financial management; Financial research; Financial information; Investment advice; Investment consultation; Investment management; Financial asset management; Financial consulting services; Financial planning; Financial portfolio analysis and management services; Information, advisory, consultancy and financial research services relating to finances and investments; Financial planning, capital investment and management services; Providing financial and financial investment information and research; Financial services, namely, wealth management services; Financial analysis, research and advisory services
physician wealth advisors

General Information


Serial Number98098773
Word MarkPHYSICIAN WEALTH ADVISORS
Filing DateMonday, July 24, 2023
Status686 - PUBLISHED FOR OPPOSITION
Status DateTuesday, March 25, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, March 25, 2025

Trademark Statements


Description of MarkThe mark consists of a mountain design above the phrase PHYSICIAN WEALTH ADVISORS.
Goods and ServicesFinancial services, namely, investment planning, retirement planning, cash management, college funding planning, and estate management; Financial advice; Financial analysis; Financial management; Financial research; Financial information; Investment advice; Investment consultation; Investment management; Financial asset management; Financial consulting services; Financial planning; Financial portfolio analysis and management services; Information, advisory, consultancy and financial research services relating to finances and investments; Financial planning, capital investment and management services; Providing financial and financial investment information and research; Financial services, namely, wealth management services; Financial analysis, research and advisory services
Indication of Colors claimedColor is not claimed as a feature of the mark.
NOT AVAILABLE"PHYSICIAN WEALTH 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, August 22, 2023
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NamePhysician Wealth Advisors, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressSalt Lake City, UT 84107

Party NamePhysician Wealth Advisors, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSalt Lake City, UT 84107

Trademark Events


Event DateEvent Description
Wednesday, February 21, 2024ASSIGNED TO EXAMINER
Thursday, July 27, 2023NEW APPLICATION ENTERED
Tuesday, August 22, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, August 23, 2023NOTICE OF DESIGN SEARCH CODE E-MAILED
Friday, February 23, 2024NON-FINAL ACTION E-MAILED
Friday, February 23, 2024NON-FINAL ACTION WRITTEN
Friday, February 23, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, May 21, 2024APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Tuesday, May 21, 2024APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Saturday, November 9, 2024TEAS PETITION TO DIRECTOR RECEIVED
Saturday, November 9, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, September 9, 2024ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Monday, September 9, 2024ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
Saturday, November 9, 2024PETITION TO REVIVE-GRANTED
Saturday, November 9, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Saturday, November 9, 2024NOTICE OF REVIVAL - E-MAILED
Saturday, November 9, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Saturday, November 9, 2024TEAS PETITION TO REVIVE RECEIVED
Thursday, February 6, 2025ASSIGNED TO PETITION STAFF
Friday, February 21, 2025ATTORNEY REVIEW/DECISION ON AMENDMENT REQUIRED
Friday, February 21, 2025PETITION TO DIRECTOR DISMISSED
Wednesday, February 26, 2025EXAMINERS AMENDMENT -WRITTEN
Wednesday, February 26, 2025NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, February 26, 2025EXAMINERS AMENDMENT E-MAILED
Wednesday, February 26, 2025EXAMINER'S AMENDMENT ENTERED
Wednesday, February 26, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, March 19, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, March 25, 2025PUBLISHED FOR OPPOSITION
Tuesday, March 25, 2025OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED