STRATOS INVESTMENT MANAGEMENT Trademark
Trademark Overview
On Thursday, February 12, 2026, a trademark application was filed for STRATOS INVESTMENT MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the STRATOS INVESTMENT MANAGEMENT trademark a serial number of 99649575. The federal status of this trademark filing is NEW APPLICATION - ASSIGNED TO EXAMINER as of Thursday, June 11, 2026. This trademark is owned by STRATOS WEALTH HOLDINGS, LLC. The STRATOS INVESTMENT MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Investment management; Investment consultancy; Investment advisory services; Investment advice; Investment fund management services; Investment of funds for others; Financial services, namely, wealth management services; Financial advisory and consultancy services, namely, financial management, financial advisory; Financial wealth management services; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial planning and investment advisory services; Information, advisory, consultancy and financial research services relating to finance and investments; Financial information and advisory services; Providing information in the field of wealth management; Financial risk assessment services; Providing financial risk assessment services; Financial advisory and consultancy services; Financial portfolio management; Financial portfolio analysis services; Financial management in the field of investment portfolios
General Information
| Serial Number | 99649575 |
| Word Mark | STRATOS INVESTMENT MANAGEMENT |
| Filing Date | Thursday, February 12, 2026 |
| Status | 638 - NEW APPLICATION - ASSIGNED TO EXAMINER |
| Status Date | Thursday, June 11, 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 | Investment management; Investment consultancy; Investment advisory services; Investment advice; Investment fund management services; Investment of funds for others; Financial services, namely, wealth management services; Financial advisory and consultancy services, namely, financial management, financial advisory; Financial wealth management services; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial planning and investment advisory services; Information, advisory, consultancy and financial research services relating to finance and investments; Financial information and advisory services; Providing information in the field of wealth management; Financial risk assessment services; Providing financial risk assessment services; Financial advisory and consultancy services; Financial portfolio management; Financial portfolio analysis services; Financial management in the field of investment portfolios |
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 | Thursday, February 12, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, December 13, 2023 |
| First Use In Commerce Date | Sunday, May 5, 2024 |
Trademark Owner History
| Party Name | STRATOS WEALTH HOLDINGS, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | BEACHWOOD, OH 44122
US |
Trademark Events
| Event Date | Event Description |
| Thursday, February 12, 2026 | NEW APPLICATION ENTERED |
| Thursday, February 12, 2026 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, June 10, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, June 11, 2026 | ASSIGNED TO EXAMINER |
