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 REGISTERED as of Tuesday, April 1, 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 | 700 - REGISTERED |
| Status Date | Tuesday, April 1, 2025 |
| Registration Number | 7742869 |
| Registration Date | Tuesday, April 1, 2025 |
| 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 and 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 | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Canton, OH 44707 |
| Party Name | University Wealth Advisors LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Canton, OH 44707 |
| 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 |
| Monday, April 22, 2024 | NEW APPLICATION ENTERED |
| Wednesday, October 9, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, November 5, 2024 | ASSIGNED TO EXAMINER |
| 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 |
| 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 |
| Wednesday, February 5, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, February 11, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, February 11, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 1, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, April 1, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
