| Serial Number | 98819285 |
| Word Mark | TEAM WEALTH AND TAX ADVISORS |
| Filing Date | Thursday, October 24, 2024 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 21, 2025 |
| Registration Number | 7990404 |
| Registration Date | Tuesday, October 21, 2025 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, September 2, 2025 |
| Goods and Services | Financial services, namely, wealth management services |
| NOT AVAILABLE | WEALTH AND TAX ADVISORS |
| Description of Mark | The mark consists of the stylized blue wording "TEAM WEALTH" above the stylized blue wording "& TAX ADVISORS" all to the right of a stylized design of a shield with three shaded diamond shapes above and three curved lines creating a design in the center of the shield. The diamond shapes are gold, the outline of the shield is gold, and the curved lines on the shield are gold. All instances of the color white represent background and/or transparent areas and are not part of the mark. |
| Indication of Colors claimed | The color(s) GOLD AND BLUE is/are claimed as a feature of the mark. |
| 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, October 24, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, January 2, 2023 |
| First Use In Commerce Date | Monday, January 2, 2023 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | Temecula, CA 92591 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | Temecula, CA 92591 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Temecula, CA 92591 |
| Event Date | Event Description |
| Thursday, October 24, 2024 | NEW APPLICATION ENTERED |
| Sunday, April 27, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Sunday, April 27, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, April 28, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, April 29, 2025 | NON-FINAL ACTION WRITTEN |
| Tuesday, April 29, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, April 29, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, May 5, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, May 5, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, May 6, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, May 7, 2025 | NON-FINAL ACTION WRITTEN |
| Wednesday, May 7, 2025 | NON-FINAL ACTION E-MAILED |
| Wednesday, May 7, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, July 25, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, July 25, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, July 25, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, July 28, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, August 27, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, September 2, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, September 2, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 21, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 21, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |