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 - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, February 12, 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 | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Thursday, February 12, 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 |
Trademark Events
| Event Date | Event Description |
| Thursday, February 12, 2026 | NEW APPLICATION ENTERED |
| Thursday, February 12, 2026 | APPLICATION FILING RECEIPT MAILED |
