TEAM WEALTH AND TAX ADVISORS Trademark
Trademark Overview
On Thursday, October 24, 2024, a trademark application was filed for TEAM WEALTH AND TAX ADVISORS with the United States Patent and Trademark Office. The USPTO has given the TEAM WEALTH AND TAX ADVISORS trademark a serial number of 98819285. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Wednesday, May 7, 2025. The TEAM WEALTH AND TAX ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:
Financial services, namely, wealth management services
General Information
| Serial Number | 98819285 |
| Word Mark | TEAM WEALTH AND TAX ADVISORS |
| Filing Date | Thursday, October 24, 2024 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Wednesday, May 7, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Description of Mark | The mark consists of 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. |
| Goods and Services | Financial services, namely, wealth management services |
| Indication of Colors claimed | The color(s) GOLD AND BLUE is/are claimed as a feature of the mark. |
| NOT AVAILABLE | WEALTH AND TAX ADVISORS |
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, October 24, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, January 2, 2023 |
| First Use In Commerce Date | Monday, January 2, 2023 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Temecula, CA 92591 |
Trademark Events
| Event Date | Event Description |
| Thursday, October 24, 2024 | NEW APPLICATION ENTERED |
| Sunday, April 27, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Sunday, April 27, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| 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 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, May 5, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, May 6, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, May 7, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, May 7, 2025 | NON-FINAL ACTION WRITTEN |
| Wednesday, May 7, 2025 | NON-FINAL ACTION E-MAILED |
