STRATOS WEALTH ADVISORS Trademark

Trademark Overview


On Thursday, December 4, 2025, a trademark application was filed for STRATOS WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the STRATOS WEALTH ADVISORS trademark a serial number of 99530024. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, December 4, 2025. This trademark is owned by STRATOS WEALTH HOLDINGS, LLC. The STRATOS WEALTH ADVISORS trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Business succession planning; Business risk management; Business risk management consultation; Tax and taxation planning, advice, information and consultancy services; Charitable services, namely, facilitating administrative coordination among charitable organizations

Advice relating to investments; Investment advisory services; Investment management; Financial planning and investment advisory services; Information, advisory, consultancy and financial research services relating to finance and investments; Providing information regarding financial investment strategies; Providing information regarding financial investment strategies for real estate; Providing information regarding financial investment strategies for tax-efficient investment strategies; Providing information in the field of estate planning; Financial risk management; Financial risk management consultation; Insurance risk management; Financial planning for retirement; Financial retirement plan consulting services; Advice on finance during retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Investment advice in the fields of retirement; Administering monetary charitable contributions ...
stratos wealth advisors

General Information


Serial Number99530024
Word MarkSTRATOS WEALTH ADVISORS
Filing DateThursday, December 4, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateThursday, December 4, 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 ServicesBusiness succession planning; Business risk management; Business risk management consultation; Tax and taxation planning, advice, information and consultancy services; Charitable services, namely, facilitating administrative coordination among charitable organizations
Goods and ServicesAdvice relating to investments; Investment advisory services; Investment management; Financial planning and investment advisory services; Information, advisory, consultancy and financial research services relating to finance and investments; Providing information regarding financial investment strategies; Providing information regarding financial investment strategies for real estate; Providing information regarding financial investment strategies for tax-efficient investment strategies; Providing information in the field of estate planning; Financial risk management; Financial risk management consultation; Insurance risk management; Financial planning for retirement; Financial retirement plan consulting services; Advice on finance during retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Investment advice in the fields of retirement; Administering monetary charitable contributions for others for financial planning purposes; Administering monetary charitable contributions for others for estate planning purposes; Providing information about insurance plans; Consulting services in the field of insurance; Providing information in the field of executive compensation, deferred compensation; Advice on charitable contributions; Philanthropy consultation relating to charitable gifting

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, December 4, 2025
Primary Code035
First Use Anywhere DateTuesday, April 26, 2016
First Use In Commerce DateSunday, September 9, 2018

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, December 4, 2025
Primary Code036
First Use Anywhere DateTuesday, April 26, 2016
First Use In Commerce DateSunday, September 9, 2018

Trademark Owner History


Party NameSTRATOS WEALTH HOLDINGS, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressBEACHWOOD, OH 44122

Trademark Events


Event DateEvent Description
Thursday, December 4, 2025NEW APPLICATION ENTERED
Thursday, December 4, 2025APPLICATION FILING RECEIPT MAILED