WINDROSE ADVISORS Trademark
Trademark Overview
On Friday, August 1, 2025, a trademark application was filed for WINDROSE ADVISORS with the United States Patent and Trademark Office. The USPTO has given the WINDROSE ADVISORS trademark a serial number of 99315519. The federal status of this trademark filing is FINAL REFUSAL - MAILED as of Tuesday, April 14, 2026. This trademark is owned by Windrose Advisors LLC. The WINDROSE ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:
Financial advisory services, namely, wealth management services for high-net-worth individuals and families; family office services in the nature of financial
planning and investment advisory services for individuals and family-owned entities; financial asset management services; none of the foregoing including direct venture capital fund management and, or, direct private equity fund management
General Information
| Serial Number | 99315519 |
| Word Mark | WINDROSE ADVISORS |
| Filing Date | Friday, August 1, 2025 |
| Status | 645 - FINAL REFUSAL - MAILED |
| Status Date | Tuesday, April 14, 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 | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial advisory services, namely, wealth management services for high-net-worth individuals and families; family office services in the nature of financial
planning and investment advisory services for individuals and family-owned entities; financial asset management services; none of the foregoing including direct venture capital fund management and, or, direct private equity fund management |
| NOT AVAILABLE | "ADVISORS" |
| Pseudo Mark | WIND ROSE 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 | Friday, August 1, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, December 18, 2009 |
| First Use In Commerce Date | Friday, December 18, 2009 |
Trademark Owner History
| Party Name | Windrose Advisors LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Waltham, MA 02453
US |
Trademark Events
| Event Date | Event Description |
| Friday, August 1, 2025 | NEW APPLICATION ENTERED |
| Friday, August 1, 2025 | APPLICATION FILING RECEIPT MAILED |
| Monday, December 8, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, December 16, 2025 | ASSIGNED TO EXAMINER |
| Thursday, January 22, 2026 | NON-FINAL ACTION WRITTEN |
| Thursday, January 22, 2026 | NON-FINAL ACTION E-MAILED |
| Thursday, January 22, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, March 3, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, March 3, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, March 3, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, April 14, 2026 | FINAL REFUSAL WRITTEN |
| Tuesday, April 14, 2026 | FINAL REFUSAL E-MAILED |
| Tuesday, April 14, 2026 | NOTIFICATION OF FINAL REFUSAL EMAILED |
