SWA THE STRATEGIC WEALTH ADVISOR Trademark
Trademark Overview
On Monday, June 29, 2026, a trademark application was filed for SWA THE STRATEGIC WEALTH ADVISOR with the United States Patent and Trademark Office. The USPTO has given the SWA THE STRATEGIC WEALTH ADVISOR trademark a serial number of 99911960. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, June 29, 2026. This trademark is owned by THE STRATEGIC WEALTH ADVISOR LLC. The SWA THE STRATEGIC WEALTH ADVISOR trademark is filed in the Insurance & Financial Services category with the following description:
Financial advisory and consultancy services; Financial planning; Financial management; Financial analysis; Financial consultation; Financial portfolio management; Investment advice; Investment management; Investment consultation; Financial wealth management services
General Information
| Serial Number | 99911960 |
| Word Mark | SWA THE STRATEGIC WEALTH ADVISOR |
| Filing Date | Monday, June 29, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Monday, June 29, 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 | Financial advisory and consultancy services; Financial planning; Financial management; Financial analysis; Financial consultation; Financial portfolio management; Investment advice; Investment management; Investment consultation; Financial wealth management services |
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 | Monday, June 29, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, February 1, 2016 |
| First Use In Commerce Date | Monday, February 1, 2016 |
Trademark Owner History
| Party Name | THE STRATEGIC WEALTH ADVISOR LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Boca Raton, FL 33432
US |
Trademark Events
| Event Date | Event Description |
| Monday, June 29, 2026 | NEW APPLICATION ENTERED |
| Monday, June 29, 2026 | APPLICATION FILING RECEIPT MAILED |
