Who owns the STRATA WEALTH 360 PLANNING PROCESS trademark?

The STRATA WEALTH 360 PLANNING PROCESS trademark is owned by STRATA WEALTH ADVISORS, LLC.

What class is the STRATA WEALTH 360 PLANNING PROCESS trademark registered in?

The STRATA WEALTH 360 PLANNING PROCESS trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for STRATA WEALTH 360 PLANNING PROCESS?

The USPTO serial number for STRATA WEALTH 360 PLANNING PROCESS is 87377495.

What is the registration number for STRATA WEALTH 360 PLANNING PROCESS?

STRATA WEALTH 360 PLANNING PROCESS is registered under USPTO registration number 5376888.

STR

USPTO Trademark Record

REGISTERED

STRATA WEALTH 360 PLANNING PROCESS

SN 87377495·Reg 5376888·Filed Mar 20, 2017

Owner STRATA WEALTH ADVISORS, LLC

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

STRATA WEALTH 360 PLANNING PROCESS (Serial No. 87377495), Registration No. 5376888, is a registered US trademark filed on Mar 20, 2017 by STRATA WEALTH ADVISORS, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

Section 8/9 declaration window: January 10, 2028

Mark Intelligence

STRATA WEALTH 360 PLANNING PROCESS (Reg. #5376888) is a registered US trademark that has been protecting its owner, STRATA WEALTH ADVISORS, LLC, since 2017. 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 20, 2017

SERIAL

87377495

REG#

5376888

REGISTERED

Jan 09, 2018

Owner

Applicant

STRATA WEALTH ADVISORS, LLC

Entity

LLC

State

Address

8750 NORTH CENTRAL EXPRESSWAY, SUITE 1875, DALLAS, TX, 75231

Country

Attorney

NameDavid J. Diamond

Law firm

David J. Diamond Richard Law Group, Inc.

Docket

PAIK-0002

Address

5910 N. Central Expressway, Suite 325, Dallas, TX 75206, United States

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Filing Information

StatusREGISTERED

Filing DateMar 20, 2017

Serial Number87377495

Registration No.5376888

Registration DateJan 09, 2018

Status DateJul 18, 2023

Published for OppositionAug 22, 2017

Next RenewalJanuary 10, 2028

Mark TypeStandard characters

Attorney DocketPAIK-0002

Status DescriptionLive and registered, Section 8 and 15 accepted

Filing Signals

FILED

2017

YEARS AGO

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Apr 21, 2017

First use in commerce: Apr 21, 2017

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

33 events

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Nov 07, 2025

TEAS CHANGE OF CORRESPONDENCE RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Nov 07, 2025

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

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

Nov 07, 2025

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

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

Jul 18, 2023

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Jul 18, 2023

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Jul 17, 2023

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

TEAS SECTION 8 & 15 RECEIVED

Jan 20, 2023

TEAS SECTION 8 & 15 RECEIVED

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

Jan 09, 2023

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

TEAS CHANGE OF CORRESPONDENCE RECEIVED

May 01, 2018

TEAS CHANGE OF CORRESPONDENCE RECEIVED

REGISTERED-PRINCIPAL REGISTER

Jan 09, 2018

REGISTERED-PRINCIPAL REGISTER

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Dec 13, 2017

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Dec 08, 2017

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Dec 07, 2017

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

STATEMENT OF USE PROCESSING COMPLETE

Nov 18, 2017

STATEMENT OF USE PROCESSING COMPLETE

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Nov 17, 2017

CASE ASSIGNED TO INTENT TO USE PARALEGAL

TEAS STATEMENT OF USE RECEIVED

Nov 03, 2017

TEAS STATEMENT OF USE RECEIVED

USE AMENDMENT FILED

Nov 03, 2017

USE AMENDMENT FILED

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Oct 17, 2017

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

PUBLISHED FOR OPPOSITION

Aug 22, 2017

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Aug 22, 2017

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Aug 02, 2017

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

EXAMINERS AMENDMENT -WRITTEN

Jun 21, 2017

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Jun 21, 2017

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Jun 21, 2017

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

Jun 21, 2017

EXAMINER'S AMENDMENT ENTERED

APPROVED FOR PUB - PRINCIPAL REGISTER

Jun 21, 2017

APPROVED FOR PUB - PRINCIPAL REGISTER

NON-FINAL ACTION WRITTEN

Jun 20, 2017

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Jun 20, 2017

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Jun 20, 2017

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Jun 13, 2017

ASSIGNED TO EXAMINER

NOTICE OF PSEUDO MARK E-MAILED

Mar 24, 2017

NOTICE OF PSEUDO MARK E-MAILED

NEW APPLICATION ENTERED

Mar 23, 2017

NEW APPLICATION ENTERED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Mar 23, 2017

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

STRATA WEALTH 360 PLANNING PROCESS

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