USPTO serial 99143643
STRATEGIC WEALTH DESIGNERS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Dec 2, 2025
- Examiner
- POWERS, ALEXANDER L
- Law office
- FILE REPOSITORY (FRANCONIA)
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
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Owner
STRATEGIC WEALTH DESIGNERS, LLC
SUNNY ISLES, FL
STRATEGIC WEALTH DESIGNERS, LLC
SUNNY ISLES, FL
STRATEGIC WEALTH DESIGNERS, LLC
SUNNY ISLES, FL
Strategic Wealth Designers, LLC
Louisville, KY
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Jessica C Ronald
Jessica C Ronald Lynch, Cox, Gilman & Goodman, P.S.C.500 West Jefferson StreetSuite 2100Louisville, KY 40202Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial advice and consultancy services; Financial advisory and consultancy services; Financial customs brokerage services; Financial information and advisory services; Financial investment brokerage services; Financial portfolio analysis services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Strategic financial advisory services | ACTIVE | Aug 26, 2002 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
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- Other trademarks owned by STRATEGIC WEALTH DESIGNERS, LLC
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- Other trademarks owned by Strategic Wealth Designers, LLC
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Dec 2, 2025 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Dec 2, 2025 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Oct 14, 2025 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Oct 14, 2025 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Oct 8, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Sep 12, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Sep 12, 2025 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Sep 12, 2025 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Sep 12, 2025 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Sep 12, 2025 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Sep 11, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| May 14, 2025 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Apr 18, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Apr 18, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Apr 18, 2025 | NWAP | NEW APPLICATION ENTERED | — |