| Serial Number | 88436898 |
| Word Mark | SWA THE STRATEGIC WEALTH ADVISOR |
| Filing Date | Sunday, May 19, 2019 |
| Status | 701 - SECTION 8 - ACCEPTED |
| Status Date | Monday, September 8, 2025 |
| Registration Number | 5926053 |
| Registration Date | Tuesday, December 3, 2019 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, September 17, 2019 |
| Description of Mark | The mark consists of the stylized white letters "SWA" with white lines above and below the letters, all inside a green circle with a silver border. To the right is the stylized silver wording "THE STRATEGIC WEALTH ADVISOR". |
| In Another Form Statement | The mark was first used in commerce in a different form other than that sought to be registered at least as early as 01/01/1999 |
| Goods and Services | Financial advisory and consultancy services |
| Indication of Colors claimed | The color(s) silver, green, and white is/are claimed as a feature of the mark. |
| NOT AVAILABLE | "THE STRATEGIC WEALTH ADVISOR" |
| In Another Form Statement | The mark was first used anywhere in a different form other than that sought to be registered at least as early as 01/01/1999 |
| 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, June 6, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, January 1, 1999 |
| First Use In Commerce Date | Friday, January 1, 1999 |
| Party Name | The Strategic Wealth Advisor, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Boca Raton, FL 34332 |
| Party Name | The Strategic Wealth Advisor, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Boca Raton, FL 34332 |
| Party Name | The Strategic Wealth Advisor, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Boca Raton, FL 34332 |
| Event Date | Event Description |
| Friday, June 7, 2019 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, August 6, 2019 | ASSIGNED TO EXAMINER |
| Wednesday, May 22, 2019 | NEW APPLICATION ENTERED |
| Thursday, June 6, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, August 7, 2019 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, August 15, 2019 | ASSIGNED TO LIE |
| Tuesday, December 3, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, August 7, 2019 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, August 7, 2019 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, August 7, 2019 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, August 8, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, August 28, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, September 17, 2019 | PUBLISHED FOR OPPOSITION |
| Tuesday, September 17, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Thursday, December 8, 2022 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Thursday, December 8, 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, December 8, 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, May 19, 2025 | TEAS SECTION 8 RECEIVED |
| Monday, September 8, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, September 8, 2025 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Monday, September 8, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Tuesday, December 3, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Thursday, December 8, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, December 8, 2022 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |