Who owns the STEWARDSHIP PERSONAL VALUES PORTFOLIOS trademark?

The STEWARDSHIP PERSONAL VALUES PORTFOLIOS trademark is owned by SOA WEALTH ADVISORS, LLC.

What class is the STEWARDSHIP PERSONAL VALUES PORTFOLIOS trademark registered in?

The STEWARDSHIP PERSONAL VALUES PORTFOLIOS trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for STEWARDSHIP PERSONAL VALUES PORTFOLIOS?

The USPTO serial number for STEWARDSHIP PERSONAL VALUES PORTFOLIOS is 88440437.

What is the registration number for STEWARDSHIP PERSONAL VALUES PORTFOLIOS?

STEWARDSHIP PERSONAL VALUES PORTFOLIOS is registered under USPTO registration number 6049883.

STE

USPTO Trademark Record

REGISTERED

STEWARDSHIP PERSONAL VALUES PORTFOLIOS

SN 88440437·Reg 6049883·Filed May 21, 2019

Owner SOA WEALTH ADVISORS, LLC

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

STEWARDSHIP PERSONAL VALUES PORTFOLIOS (Serial No. 88440437), Registration No. 6049883, is a registered US trademark filed on May 21, 2019 by SOA WEALTH ADVISORS, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

Section 8/9 declaration window: May 06, 2030

Mark Intelligence

STEWARDSHIP PERSONAL VALUES PORTFOLIOS (Reg. #6049883) is a registered US trademark that has been protecting its owner, SOA WEALTH ADVISORS, LLC, since 2019. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services..

FILED

May 21, 2019

SERIAL

88440437

REG#

6049883

REGISTERED

May 05, 2020

Owner

Applicant

SOA WEALTH ADVISORS, LLC

Entity

LLC

State

Address

120 WEST 45TH STREET, 14TH FLOOR, NEW YORK, NY, 10036

Country

Attorney

NameSTEVEN M WEINBERG

Law firm

STEVEN M WEINBERG HOLMES WEINBERG, PC

Docket

02320-002

Address

30765 PACIFIC COAST HIGHWAY, SUITE 411, MALIBU, CA 90265, United States

Get pre-filing clearance

AI attorney analyzes your proposed mark against USPTO — Go/No-Go verdict, class-by-class risks, and strategy recommendations.

Run clearance

Filing Information

StatusREGISTERED

Filing DateMay 21, 2019

Serial Number88440437

Registration No.6049883

Registration DateMay 05, 2020

Status DateJun 28, 2026

Next RenewalMay 06, 2030

Mark TypeStandard characters

Attorney Docket02320-002

Status DescriptionLive and registered, Section 8 accepted

Filing Signals

FILED

2019

YEARS AGO

CLASSES

MADRID FILINGS

—

Search 14M+ trademarks

Free USPTO lookups by name, owner, or serial number. No account needed.

Search now

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Jan 07, 2020

First use in commerce: Jan 07, 2020

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.

Status History

24 events

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Jun 28, 2026

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (6-YR) ACCEPTED

Jun 28, 2026

REGISTERED - SEC. 8 (6-YR) ACCEPTED

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

Jun 28, 2026

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Jun 03, 2026

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

TEAS SECTION 8 RECEIVED

Mar 24, 2026

TEAS SECTION 8 RECEIVED

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

May 05, 2025

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

REGISTERED-SUPPLEMENTAL REGISTER

May 05, 2020

REGISTERED-SUPPLEMENTAL REGISTER

LAW OFFICE PUBLICATION REVIEW COMPLETED

Mar 30, 2020

LAW OFFICE PUBLICATION REVIEW COMPLETED

NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED

Mar 24, 2020

NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED

ASSIGNED TO LIE

Mar 23, 2020

ASSIGNED TO LIE

CORRESPONDENCE RECEIVED IN LAW OFFICE

Mar 23, 2020

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Mar 23, 2020

TEAS/EMAIL CORRESPONDENCE ENTERED

USE AMENDMENT ACCEPTED

Mar 23, 2020

USE AMENDMENT ACCEPTED

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

Mar 23, 2020

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

USE AMENDMENT FILED

Feb 12, 2020

USE AMENDMENT FILED

AMENDMENT TO USE PROCESSING COMPLETE

Feb 12, 2020

AMENDMENT TO USE PROCESSING COMPLETE

TEAS AMENDMENT OF USE RECEIVED

Feb 11, 2020

TEAS AMENDMENT OF USE RECEIVED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Feb 11, 2020

TEAS RESPONSE TO OFFICE ACTION RECEIVED

NON-FINAL ACTION WRITTEN

Aug 14, 2019

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Aug 14, 2019

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Aug 14, 2019

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Aug 07, 2019

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jun 06, 2019

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

May 24, 2019

NEW APPLICATION ENTERED

STEWARDSHIP PERSONAL VALUES PORTFOLIOS

Get pre-filing clearance

Search 14M+ trademarks

Run a conflict check

Other Marks by SOA WEALTH ADVISORS, LLC

Other Marks in Class 036 — Insurance, financial & real estate services

Other Marks by STEVEN M WEINBERG

Resources

Company