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 NON-FINAL ACTION - MAILED as of Friday, November 8, 2024. 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
university wealth advisors the "academic approach" to wealth management"

General Information


Serial Number98512486
Word MarkUNIVERSITY WEALTH ADVISORS THE "ACADEMIC APPROACH" TO WEALTH MANAGEMENT"
Filing DateMonday, April 22, 2024
Status641 - NON-FINAL ACTION - MAILED
Status DateFriday, November 8, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Description of MarkThe mark consists of The title of the firm University Wealth Advisors with a logo of books stacked in the background with the slogan "The Academic Approach To Wealth Management" over the logo of the bookcase. Green background with white text..
Goods and ServicesFinancial planning; Financial planning for retirement; Financial advice, namely, budget planning
Indication of Colors claimedThe color(s) green, white is/are claimed as a feature of the mark.

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, April 22, 2024
Primary Code036
First Use Anywhere DateThursday, June 1, 2023
First Use In Commerce DateThursday, June 1, 2023

Trademark Owner History


Party NameUniversity Wealth Advisors LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressCanton, OH 44707

Trademark Events


Event DateEvent Description
Wednesday, October 9, 2024NOTICE OF DESIGN SEARCH CODE E-MAILED
Wednesday, October 9, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, November 5, 2024ASSIGNED TO EXAMINER
Monday, April 22, 2024NEW APPLICATION ENTERED
Friday, November 8, 2024NON-FINAL ACTION E-MAILED
Friday, November 8, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, November 8, 2024NON-FINAL ACTION WRITTEN