SNOWBALL STRATEGY Trademark
Trademark Overview
On Monday, October 6, 2025, a trademark application was filed for SNOWBALL STRATEGY with the United States Patent and Trademark Office. The USPTO has given the SNOWBALL STRATEGY trademark a serial number of 99429113. The federal status of this trademark filing is NEW APPLICATION - ASSIGNED TO EXAMINER as of Tuesday, February 24, 2026. This trademark is owned by Shades Creek Wealth Advisors, Inc.. The SNOWBALL STRATEGY trademark is filed in the Insurance & Financial Services category with the following description:
Financial services, namely, wealth management services; Financial wealth management services; Wealth transfer planning; Providing information in the field of wealth management; Financing and loan services; Loan financing; Insurance consultancy; Insurance consultation; Providing insurance information; Providing life insurance information
General Information
| Serial Number | 99429113 |
| Word Mark | SNOWBALL STRATEGY |
| Filing Date | Monday, October 6, 2025 |
| Status | 638 - NEW APPLICATION - ASSIGNED TO EXAMINER |
| Status Date | Tuesday, February 24, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial services, namely, wealth management services; Financial wealth management services; Wealth transfer planning; Providing information in the field of wealth management; Financing and loan services; Loan financing; Insurance consultancy; Insurance consultation; Providing insurance information; Providing life insurance information |
Classification Information
| 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, October 6, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Shades Creek Wealth Advisors, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Birmingham, AL 35203
US |
Trademark Events
| Event Date | Event Description |
| Monday, October 6, 2025 | NEW APPLICATION ENTERED |
| Monday, October 6, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, October 6, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, February 24, 2026 | ASSIGNED TO EXAMINER |
