STRATA WEALTH 360 PLANNING PROCESS Trademark

Trademark Overview

On Monday, March 20, 2017, a trademark application was filed for STRATA WEALTH 360 PLANNING PROCESS with the United States Patent and Trademark Office. The USPTO has given the STRATA WEALTH 360 PLANNING PROCESS trademark a serial number of 87377495. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Tuesday, July 18, 2023. This trademark is owned by STRATA WEALTH ADVISORS, LLC. The STRATA WEALTH 360 PLANNING PROCESS trademark is filed in the Insurance & Financial Services category with the following description:

Providing financial planning and investment consultation services; providing insurance consultation and brokerage services
strata wealth 360 planning process

General Information

Serial Number87377495
Word MarkSTRATA WEALTH 360 PLANNING PROCESS
Filing DateMonday, March 20, 2017
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateTuesday, July 18, 2023
Registration Number5376888
Registration DateTuesday, January 9, 2018
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, August 22, 2017

Trademark Statements

Pseudo MarkSTRATA WEALTH THREE HUNDRED SIXTY PLANNING PROCESS
Goods and ServicesProviding financial planning and investment consultation services; providing insurance consultation and brokerage services
Disclaimer with Predetermined Text"WEALTH" OR "PLANNING PROCESS"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, March 23, 2017
Primary Code036
First Use Anywhere DateFriday, April 21, 2017
First Use In Commerce DateFriday, April 21, 2017

Trademark Owner History

Party NameSTRATA WEALTH ADVISORS, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressDALLAS, TX 75231
Party NameSTRATA WEALTH ADVISORS, LLC
Party Type21 - New Owner After Publication
Legal Entity Type16 - Limited Liability Company
AddressDALLAS, TX 75231
Party NameNOT AVAILABLE
Party Type20 - Owner at Publication
Legal Entity Type01 - Individual
AddressDallas, TX 75231
Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressDallas, TX 75204

Trademark Events

Event DateEvent Description
Tuesday, July 18, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Tuesday, July 18, 2023REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Monday, July 17, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, January 20, 2023TEAS SECTION 8 & 15 RECEIVED
Monday, January 9, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, May 1, 2018TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, January 9, 2018REGISTERED-PRINCIPAL REGISTER
Wednesday, December 13, 2017AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, December 8, 2017NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Thursday, December 7, 2017ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Saturday, November 18, 2017STATEMENT OF USE PROCESSING COMPLETE
Friday, November 3, 2017USE AMENDMENT FILED
Friday, November 17, 2017CASE ASSIGNED TO INTENT TO USE PARALEGAL
Friday, November 3, 2017TEAS STATEMENT OF USE RECEIVED
Tuesday, October 17, 2017NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, August 22, 2017OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, August 22, 2017PUBLISHED FOR OPPOSITION
Wednesday, August 2, 2017NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, June 21, 2017APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, June 21, 2017EXAMINER'S AMENDMENT ENTERED
Wednesday, June 21, 2017NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, June 21, 2017EXAMINERS AMENDMENT E-MAILED
Wednesday, June 21, 2017EXAMINERS AMENDMENT -WRITTEN
Tuesday, June 20, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, June 20, 2017NON-FINAL ACTION E-MAILED
Tuesday, June 20, 2017NON-FINAL ACTION WRITTEN
Tuesday, June 13, 2017ASSIGNED TO EXAMINER
Friday, March 24, 2017NOTICE OF PSEUDO MARK E-MAILED
Thursday, March 23, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, March 23, 2017NEW APPLICATION ENTERED

Related Keywords

process planning wealth strata services consultation providing insurance brokerage investment financial