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 NOTICE OF ALLOWANCE - ISSUED as of Tuesday, May 20, 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
Status688 - NOTICE OF ALLOWANCE - ISSUED
Status DateTuesday, May 20, 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
Tuesday, August 22, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, August 23, 2023NOTICE OF DESIGN SEARCH CODE E-MAILED
Thursday, July 27, 2023NEW APPLICATION ENTERED
Wednesday, February 21, 2024ASSIGNED TO EXAMINER
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
Saturday, November 9, 2024TEAS PETITION TO DIRECTOR RECEIVED
Tuesday, May 21, 2024APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Tuesday, May 21, 2024APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
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 PETITION TO REVIVE RECEIVED
Saturday, November 9, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Saturday, November 9, 2024NOTICE OF REVIVAL - E-MAILED
Saturday, November 9, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Saturday, November 9, 2024TEAS RESPONSE TO OFFICE ACTION 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, 2025OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, May 20, 2025NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, March 25, 2025PUBLISHED FOR OPPOSITION