Who owns the HEADWATER WEALTH ADVISORS trademark?

The HEADWATER WEALTH ADVISORS trademark is owned by John J Kozol.

What class is the HEADWATER WEALTH ADVISORS trademark registered in?

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

What is the serial number for HEADWATER WEALTH ADVISORS?

The USPTO serial number for HEADWATER WEALTH ADVISORS is 99398734.

What is the registration number for HEADWATER WEALTH ADVISORS?

HEADWATER WEALTH ADVISORS is registered under USPTO registration number 8260025.

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USPTO Trademark Record

REGISTERED

HEADWATER WEALTH ADVISORS

SN 99398734·Reg 8260025·Filed Sep 17, 2025

Owner John J Kozol

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

HEADWATER WEALTH ADVISORS (Serial No. 99398734), Registration No. 8260025, is a registered US trademark filed on Sep 17, 2025 by John J Kozol. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: May 19, 2032

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Mark Intelligence

HEADWATER WEALTH ADVISORS (Reg. #8260025) is a registered US trademark that has been protecting its owner, John J Kozol, since 2025. 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

Sep 17, 2025

SERIAL

99398734

REG#

8260025

REGISTERED

May 19, 2026

Filing Information

StatusREGISTERED

Filing DateSep 17, 2025

Serial Number99398734

Registration No.8260025

Registration DateMay 19, 2026

Status DateMay 19, 2026

Published for OppositionMar 31, 2026

Filing Basis & Declarations

Filed 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: Aug 20, 2025

First use in commerce: Aug 20, 2025

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

16 events

REGISTERED-PRINCIPAL REGISTER

May 19, 2026

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

May 19, 2026

NOTICE OF REGISTRATION CONFIRMATION EMAILED

May 19, 2026

NOTICE OF REGISTRATION CONFIRMATION EMAILED

PUBLISHED FOR OPPOSITION

Mar 31, 2026

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Mar 31, 2026

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Mar 25, 2026

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Mar 09, 2026

APPROVED FOR PUB - PRINCIPAL REGISTER

EXAMINERS AMENDMENT -WRITTEN

Feb 19, 2026

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Feb 19, 2026

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Feb 19, 2026

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

Feb 19, 2026

EXAMINER'S AMENDMENT ENTERED

ASSIGNED TO EXAMINER

Feb 12, 2026

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Feb 11, 2026

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NOTICE OF DESIGN SEARCH CODE E-MAILED

Feb 11, 2026

NOTICE OF DESIGN SEARCH CODE E-MAILED

NEW APPLICATION ENTERED

Sep 17, 2025

NEW APPLICATION ENTERED

APPLICATION FILING RECEIPT MAILED

Sep 17, 2025

APPLICATION FILING RECEIPT MAILED

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