STRATEGIC WEALTH DESIGNERS Trademark

Trademark Overview


On Friday, April 18, 2025, a trademark application was filed for STRATEGIC WEALTH DESIGNERS with the United States Patent and Trademark Office. The USPTO has given the STRATEGIC WEALTH DESIGNERS trademark a serial number of 99143643. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, April 18, 2025. This trademark is owned by Strategic Wealth Designers, LLC. The STRATEGIC WEALTH DESIGNERS trademark is filed in the Insurance & Financial Services category with the following description:

Financial advice and consultancy services; Financial advisory and consultancy services; Financial customs brokerage services; Financial information and advisory services; Financial investment brokerage services; Financial portfolio analysis services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Strategic financial advisory services
strategic wealth designers

General Information


Serial Number99143643
Word MarkSTRATEGIC WEALTH DESIGNERS
Filing DateFriday, April 18, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateFriday, April 18, 2025
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 advice and consultancy services; Financial advisory and consultancy services; Financial customs brokerage services; Financial information and advisory services; Financial investment brokerage services; Financial portfolio analysis services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Strategic financial advisory services

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, April 18, 2025
Primary Code036
First Use Anywhere DateMonday, August 26, 2002
First Use In Commerce DateMonday, August 26, 2002

Trademark Owner History


Party NameStrategic Wealth Designers, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressLouisville, KY 40222

Trademark Events


Event DateEvent Description
Friday, April 18, 2025NEW APPLICATION ENTERED
Friday, April 18, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, April 18, 2025APPLICATION FILING RECEIPT MAILED