USPTO serial 99692173
FAMILY WEALTH STRATEGISTS
Status 681
- Filing date
- Mar 9, 2026
- Status date
- Aug 19, 2026
- Registration date
- —
- Examiner
- SMITH, BRENDAN K
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What this means
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
Owner
Family Wealth Strategists, LLC
Newport Beach, CA, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial advisory and consultancy services, namely, consultation relating to financial retirement planning, estate planning coordination services, consultation relating to trust and financial asset management, and financial decision-making guidance for families and high-net-worth individuals | ACTIVE | May 8, 2025 |
Prosecution history
| Date | Code | Event |
|---|---|---|
| Aug 12, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Jul 21, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Jul 21, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Jul 21, 2026 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Jul 16, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Jul 16, 2026 | GNRT | NON-FINAL ACTION E-MAILED |
| Jul 16, 2026 | CNRT | NON-FINAL ACTION WRITTEN |
| Jul 9, 2026 | DOCK | ASSIGNED TO EXAMINER |
| Jul 7, 2026 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Jul 7, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Mar 9, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED |
| Mar 9, 2026 | NWAP | NEW APPLICATION ENTERED |