| Serial Number | 99501043 |
| Word Mark | SHELTER WEALTH STRATEGIES |
| Filing Date | Monday, November 17, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Wednesday, March 25, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
| Description of Mark | The mark consists of an abstract design comprising two sets of three curved, swooping bands, wherein the left band features gradient shading, and both bands converge and intertwine at the center, creating a woven or interlaced appearance. To the right of the design is the word "Shelter", and directly above the words "Wealth Strategies.". |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Financial planning and advisory services; providing personalized financial guidance, strategies, and recommendations in the fields of retirement planning, cash flow and budgeting, education funding, and estate planning; financial assessment, goal setting, and preparation of comprehensive financial plans; monitoring, updating, and reviewing financial plans; providing guidance and strategies for wealth management, asset protection, tax-efficient planning, and financial decision-making; consulting services in the field of personal, family, and business financial management. |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, November 17, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, October 31, 2025 |
| First Use In Commerce Date | Friday, October 31, 2025 |
| Party Name | Shelter Wealth Strategies, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Houston, TX 77056 US |
| Event Date | Event Description |
| Monday, November 17, 2025 | NEW APPLICATION ENTERED |
| Monday, November 17, 2025 | APPLICATION FILING RECEIPT MAILED |
| Friday, March 20, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, March 20, 2026 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, March 24, 2026 | ASSIGNED TO EXAMINER |
| Wednesday, March 25, 2026 | NON-FINAL ACTION WRITTEN |
| Wednesday, March 25, 2026 | NON-FINAL ACTION E-MAILED |
| Wednesday, March 25, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |