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 PUBLISHED FOR OPPOSITION as of Tuesday, April 7, 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 | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, April 7, 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 | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | SAN FRANCISCO, CA 94111
US |
| 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 |
| Wednesday, April 1, 2026 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 7, 2026 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 7, 2026 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
