| Serial Number | 99070842 |
| Word Mark | STRATEGIC WEALTH METHOD |
| Filing Date | Thursday, March 6, 2025 |
| Status | 680 - APPROVED FOR PUBLICATION |
| Status Date | Tuesday, August 19, 2025 |
| 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 |
| Goods and Services | Financial planning; financial consulting in the field of income planning, namely, consultation for Social Security maximization, income and expense analysis, inflation plans, and spousal financial and retirement plans and financial and wealth longevity protection; financial planning and consulting in the field of investment planning, namely, consultation for assessing risk and reducing risks to clients' portfolios, and comprehensive institutional money management; Medicare claims administration and consulting services rendered to individuals |
| Goods and Services | Tax and taxation planning, advice, information and consultancy services |
| Goods and Services | Consulting services related to healthcare planning; healthcare consulting in the field of analyzing options for long-term healthcare |
| NOT AVAILABLE | WEALTH METHOD |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, August 18, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | Tuesday, August 1, 2023 |
| First Use In Commerce Date | Tuesday, August 1, 2023 |
| 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 | Thursday, March 6, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, August 1, 2023 |
| First Use In Commerce Date | Tuesday, August 1, 2023 |
| International Class | 044 - Medical services; veterinary services; hygienic and beauty care for human beings or animals; agriculture, horticulture and forestry services. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, March 6, 2025 |
| Primary Code | 044 |
| First Use Anywhere Date | Tuesday, August 1, 2023 |
| First Use In Commerce Date | Tuesday, August 1, 2023 |
| Party Name | Strategic Wealth Advisors Group, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Utica, MI 48317 |
| Event Date | Event Description |
| Thursday, March 6, 2025 | NEW APPLICATION ENTERED |
| Thursday, March 6, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, March 6, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, August 12, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, August 12, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, August 12, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, August 18, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, August 18, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, August 18, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, August 19, 2025 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Friday, August 8, 2025 | ASSIGNED TO EXAMINER |