WINDFALL ADVISORS Trademark
Trademark Overview
On Friday, December 12, 2025, a trademark application was filed for WINDFALL ADVISORS with the United States Patent and Trademark Office. The USPTO has given the WINDFALL ADVISORS trademark a serial number of 99545561. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, December 12, 2025. This trademark is owned by RIA Group LLC. The WINDFALL ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; Financial information; Financial asset management; Financial portfolio management; Financial wealth management services; Financial advice on retirement; Financial analysis and consultation; Providing financial advisory services; Investment consultancy; Investment advice; Investment management; Investment advisory services; Family office investment advisory services; Family office investment management services; Financial planning and investment advisory services; Family office services in the nature of investment advisory services; Financial consultancy for lottery winners
General Information
| Serial Number | 99545561 |
| Word Mark | WINDFALL ADVISORS |
| Filing Date | Friday, December 12, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, December 12, 2025 |
| 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 | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial planning; Financial information; Financial asset management; Financial portfolio management; Financial wealth management services; Financial advice on retirement; Financial analysis and consultation; Providing financial advisory services; Investment consultancy; Investment advice; Investment management; Investment advisory services; Family office investment advisory services; Family office investment management services; Financial planning and investment advisory services; Family office services in the nature of investment advisory services; Financial consultancy for lottery winners |
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 | Friday, December 12, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, January 1, 2023 |
| First Use In Commerce Date | Sunday, January 1, 2023 |
Trademark Owner History
| Party Name | RIA Group LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | SHERIDAN, WY 82801 |
Trademark Events
| Event Date | Event Description |
| Friday, December 12, 2025 | NEW APPLICATION ENTERED |
| Friday, December 12, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, December 12, 2025 | APPLICATION FILING RECEIPT MAILED |
