SIERRA WEALTH Trademark

Trademark Overview


On Wednesday, July 1, 2026, a trademark application was filed for SIERRA WEALTH with the United States Patent and Trademark Office. The USPTO has given the SIERRA WEALTH trademark a serial number of 99916981. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, July 1, 2026. The SIERRA WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning and investment advisory services; Financial retirement plan consulting services; Financial investment brokerage services; Financial information and advisory services; Financial portfolio analysis services; Financial services, namely, wealth management services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Insurance consulting in the field of variable and fixed annuities and life, disability and long term care insurance; Financial advice relating to tax; Financial trust planning
sierra wealth

General Information


Serial Number99916981
Word MarkSIERRA WEALTH
Filing DateWednesday, July 1, 2026
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateWednesday, July 1, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFinancial planning and investment advisory services; Financial retirement plan consulting services; Financial investment brokerage services; Financial information and advisory services; Financial portfolio analysis services; Financial services, namely, wealth management services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Insurance consulting in the field of variable and fixed annuities and life, disability and long term care insurance; Financial advice relating to tax; Financial trust planning

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, July 1, 2026
Primary Code036
First Use Anywhere DateThursday, October 16, 2025
First Use In Commerce DateThursday, October 16, 2025

Trademark Owner History


Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressAppleton, WI 54913
US

Trademark Events


Event DateEvent Description
Wednesday, July 1, 2026NEW APPLICATION ENTERED
Wednesday, July 1, 2026APPLICATION FILING RECEIPT MAILED
Wednesday, July 1, 2026NEW APPLICATION OFFICE SUPPLIED DATA ENTERED