UNIVERSITY WEALTH ADVISORS THE "ACADEMIC APPROACH" TO WEALTH MANAGEMENT" Trademark
Trademark Overview
On Monday, April 22, 2024, a trademark application was filed for UNIVERSITY WEALTH ADVISORS THE "ACADEMIC APPROACH" TO WEALTH MANAGEMENT" with the United States Patent and Trademark Office. The USPTO has given the UNIVERSITY WEALTH ADVISORS THE "ACADEMIC APPROACH" TO WEALTH MANAGEMENT" trademark a serial number of 98512486. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Wednesday, January 22, 2025. This trademark is owned by University Wealth Advisors LLC. The UNIVERSITY WEALTH ADVISORS THE "ACADEMIC APPROACH" TO WEALTH MANAGEMENT" trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; Financial planning for retirement; Financial advice, namely, budget planning
General Information
| Serial Number | 98512486 |
| Word Mark | UNIVERSITY WEALTH ADVISORS THE "ACADEMIC APPROACH" TO WEALTH MANAGEMENT" |
| Filing Date | Monday, April 22, 2024 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Wednesday, January 22, 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 | Tuesday, February 11, 2025 |
Trademark Statements
| Description of Mark | The mark consists of the stylized wording "UNIVERSITY WEALTH ADVISORS" in white above the stylized wording "The Academic Approach To Wealth Management" in white, a stack of white books is visible behind the wording; all of the foregoing appears on a square green background. |
| Goods and Services | Financial planning; Financial planning for retirement; Financial advice, namely, budget planning |
| Indication of Colors claimed | The color(s) green, white is/are claimed as a feature of the mark. |
| NOT AVAILABLE | "UNIVERSITY WEALTH 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 | Monday, April 22, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, June 1, 2023 |
| First Use In Commerce Date | Thursday, June 1, 2023 |
Trademark Owner History
| Party Name | University Wealth Advisors LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Canton, OH 44707 |
Trademark Events
| Event Date | Event Description |
| Wednesday, October 9, 2024 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, October 9, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, November 8, 2024 | NON-FINAL ACTION E-MAILED |
| Friday, November 8, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, November 8, 2024 | NON-FINAL ACTION WRITTEN |
| Monday, April 22, 2024 | NEW APPLICATION ENTERED |
| Tuesday, November 5, 2024 | ASSIGNED TO EXAMINER |
| Tuesday, January 7, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, January 7, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, January 7, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, January 21, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
