PROVENANCE WEALTH ADVISORS Trademark

Trademark Overview


On Monday, September 8, 2025, a trademark application was filed for PROVENANCE WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the PROVENANCE WEALTH ADVISORS trademark a serial number of 99379639. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, February 24, 2026. This trademark is owned by Provenance Wealth Advisors, LLC. The PROVENANCE WEALTH ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:

Financial consultancy services; financial services, namely, wealth management services; financial services in the nature of an investment security; Insurance and financial information and consultancy services; financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; and Broker-dealer financial services in the field of securities, stocks, bonds, mutual funds, alternative investments, hedge funds, private equity, private placement, variable life insurance products, variable annuities and qualified college saving plans; Financial planning and investment advisory services in the nature of registered investment advisor services
provenance wealth advisors

General Information


Serial Number99379639
Word MarkPROVENANCE WEALTH ADVISORS
Filing DateMonday, September 8, 2025
Status686 - PUBLISHED FOR OPPOSITION
Status DateTuesday, February 24, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, February 24, 2026

Trademark Statements


Description of MarkThe mark consists of stylized, blue, capital letters of the word "PROVENANCE" with the letter "O" having a design of separated shades of blue, and the words "WEALTH ADVISORS" below in blue, smaller font capital letters.
NOT AVAILABLE"WEALTH ADVISORS"
Indication of Colors claimedThe color(s) blue is/are claimed as a feature of the mark.
Goods and ServicesFinancial consultancy services; financial services, namely, wealth management services; financial services in the nature of an investment security; Insurance and financial information and consultancy services; financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; and Broker-dealer financial services in the field of securities, stocks, bonds, mutual funds, alternative investments, hedge funds, private equity, private placement, variable life insurance products, variable annuities and qualified college saving plans; Financial planning and investment advisory services in the nature of registered investment advisor services

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, September 8, 2025
Primary Code036
First Use Anywhere DateFriday, August 15, 2025
First Use In Commerce DateFriday, August 15, 2025

Trademark Owner History


Party NameProvenance Wealth Advisors, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressFort Lauderdale, FL 33301
US

Party NameProvenance Wealth Advisors, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressFort Lauderdale, FL 33301
US

Trademark Events


Event DateEvent Description
Monday, September 8, 2025NEW APPLICATION ENTERED
Monday, September 8, 2025APPLICATION FILING RECEIPT MAILED
Wednesday, January 28, 2026NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, January 28, 2026NOTICE OF DESIGN SEARCH CODE E-MAILED
Thursday, January 29, 2026ASSIGNED TO EXAMINER
Tuesday, February 3, 2026EXAMINERS AMENDMENT -WRITTEN
Tuesday, February 3, 2026EXAMINERS AMENDMENT E-MAILED
Tuesday, February 3, 2026NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, February 3, 2026EXAMINER'S AMENDMENT ENTERED
Tuesday, February 3, 2026APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, February 18, 2026NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, February 24, 2026PUBLISHED FOR OPPOSITION
Tuesday, February 24, 2026OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED