Who owns the BALANCE WEALTH ADVISORS trademark?

The BALANCE WEALTH ADVISORS trademark is owned by BWA LPW LLC.

What class is the BALANCE WEALTH ADVISORS trademark registered in?

The BALANCE WEALTH ADVISORS trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for BALANCE WEALTH ADVISORS?

The USPTO serial number for BALANCE WEALTH ADVISORS is 98470426.

What is the registration number for BALANCE WEALTH ADVISORS?

BALANCE WEALTH ADVISORS is registered under USPTO registration number 7773932.

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BAL

USPTO Trademark Record

REGISTERED

BALANCE WEALTH ADVISORS

SN 98470426·Reg 7773932·Filed Mar 27, 2024

Owner BWA LPW LLC

Financial, monetary and banking services; insurance services; real estate services.

BALANCE WEALTH ADVISORS (Serial No. 98470426), Registration No. 7773932, is a registered US trademark filed on Mar 27, 2024 by BWA LPW LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: April 29, 2031

Mark Intelligence

BALANCE WEALTH ADVISORS (Reg. #7773932) is a registered US trademark that has been protecting its owner, BWA LPW LLC, since 2024. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Mar 27, 2024

SERIAL

98470426

REG#

7773932

REGISTERED

Apr 29, 2025

Filing Information

StatusREGISTERED

Filing DateMar 27, 2024

Serial Number98470426

Registration No.7773932

Registration DateApr 29, 2025

Status DateApr 29, 2025

Published for OppositionMar 11, 2025

Filing Basis & Declarations

Standard Characters ClaimedFiled as Use ApplicationUse Application Currently

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Dec 01, 2014

First use in commerce: Dec 01, 2014

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

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Status History

21 events

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Aug 11, 2025

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Aug 11, 2025

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Aug 11, 2025

TEAS CHANGE OF CORRESPONDENCE RECEIVED

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Aug 01, 2025

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Aug 01, 2025

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Aug 01, 2025

TEAS CHANGE OF CORRESPONDENCE RECEIVED

REGISTERED-PRINCIPAL REGISTER

Apr 29, 2025

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Apr 29, 2025

NOTICE OF REGISTRATION CONFIRMATION EMAILED

PUBLISHED FOR OPPOSITION

Mar 11, 2025

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Mar 11, 2025

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Mar 05, 2025

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Feb 14, 2025

APPROVED FOR PUB - PRINCIPAL REGISTER

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Jan 14, 2025

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Jan 14, 2025

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Jan 14, 2025

TEAS/EMAIL CORRESPONDENCE ENTERED

NON-FINAL ACTION WRITTEN

Oct 15, 2024

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Oct 15, 2024

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Oct 15, 2024

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Oct 07, 2024

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Apr 02, 2024

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Mar 27, 2024

NEW APPLICATION ENTERED

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