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 NEW APPLICATION - ASSIGNED TO EXAMINER as of Thursday, January 29, 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 529 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
Status638 - NEW APPLICATION - ASSIGNED TO EXAMINER
Status DateThursday, January 29, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateNOT AVAILABLE

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 529 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 Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressFort Lauderdale, FL 33301

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

Related Keywords

advisors wealth provenance services financial investment securities dealer variable private funds insurance broker