VERITA STRATEGIC WEALTH PARTNERS Trademark
Trademark Overview
On Wednesday, June 18, 2025, a trademark application was filed for VERITA STRATEGIC WEALTH PARTNERS with the United States Patent and Trademark Office. The USPTO has given the VERITA STRATEGIC WEALTH PARTNERS trademark a serial number of 99241208. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Tuesday, March 17, 2026. This trademark is owned by Verita Strategic Wealth Partners, LLC. The VERITA STRATEGIC WEALTH PARTNERS trademark is filed in the Insurance & Financial Services category with the following description:
Financial wealth management services; Providing information in the field of wealth management; Financial planning; Financial advice; Financial analysis; Investment consultation; Investment advice; Investment advisory services; Investment management; Fund investment consultation; Funds investment; Mutual fund investment; Equity capital investment
General Information
| Serial Number | 99241208 |
| Word Mark | VERITA STRATEGIC WEALTH PARTNERS |
| Filing Date | Wednesday, June 18, 2025 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Tuesday, March 17, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 7, 2026 |
Trademark Statements
| NOT AVAILABLE | "STRATEGIC WEALTH PARTNERS" |
| Goods and Services | Financial wealth management services; Providing information in the field of wealth management; Financial planning; Financial advice; Financial analysis; Investment consultation; Investment advice; Investment advisory services; Investment management; Fund investment consultation; Funds investment; Mutual fund investment; Equity capital investment |
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 | Wednesday, June 18, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Verita Strategic Wealth Partners, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | SAN FRANCISCO, CA 94111
US |
Trademark Events
| Event Date | Event Description |
| Wednesday, June 18, 2025 | NEW APPLICATION ENTERED |
| Wednesday, June 18, 2025 | APPLICATION FILING RECEIPT MAILED |
| Sunday, October 26, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, November 6, 2025 | ASSIGNED TO EXAMINER |
| Monday, November 10, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, November 10, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, November 10, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, February 9, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, February 9, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, February 9, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, February 12, 2026 | ASSIGNED TO EXAMINER |
| Wednesday, March 11, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
