Who owns the SWA THE STRATEGIC WEALTH ADVISOR trademark?

The SWA THE STRATEGIC WEALTH ADVISOR trademark is owned by The Strategic Wealth Advisor, LLC.

What class is the SWA THE STRATEGIC WEALTH ADVISOR trademark registered in?

The SWA THE STRATEGIC WEALTH ADVISOR trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for SWA THE STRATEGIC WEALTH ADVISOR?

The USPTO serial number for SWA THE STRATEGIC WEALTH ADVISOR is 88436898.

What is the registration number for SWA THE STRATEGIC WEALTH ADVISOR?

SWA THE STRATEGIC WEALTH ADVISOR is registered under USPTO registration number 5926053.

SWA

USPTO Trademark Record

REGISTERED

SWA THE STRATEGIC WEALTH ADVISOR

SN 88436898·Reg 5926053·Filed May 19, 2019

Owner The Strategic Wealth Advisor, LLC

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

SWA THE STRATEGIC WEALTH ADVISOR (Serial No. 88436898), Registration No. 5926053, is a registered US trademark filed on May 19, 2019 by The Strategic Wealth Advisor, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

Section 8/9 declaration window: December 03, 2029

Mark Intelligence

SWA THE STRATEGIC WEALTH ADVISOR (Reg. #5926053) is a registered US trademark that has been protecting its owner, The Strategic Wealth Advisor, 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.. The mark faced 1 opposition proceeding during prosecution.

FILED

May 19, 2019

SERIAL

88436898

REG#

5926053

REGISTERED

Dec 03, 2019

Owner

Applicant

The Strategic Wealth Advisor, LLC

Entity

LLC

State

Address

Suite 300, 1200 North Federal Highway, Boca Raton, FL, 34332

Country

Attorney

Law firm

The Strategic Wealth Advisor, LLC

Address

Suite 300, 1200 North Federal Highway, Boca Raton, FL 34332, United States

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Filing Information

StatusREGISTERED

Filing DateMay 19, 2019

Serial Number88436898

Registration No.5926053

Registration DateDec 03, 2019

Status DateSep 08, 2025

Published for OppositionSep 17, 2019

Next RenewalDecember 03, 2029

Mark TypeDesign with words

Status DescriptionLive and registered, Section 8 accepted

Filing Signals

FILED

2019

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: Jan 01, 1999

First use in commerce: Jan 01, 1999

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

REGISTERED - SEC. 8 (6-YR) ACCEPTED

Sep 08, 2025

REGISTERED - SEC. 8 (6-YR) ACCEPTED

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

Sep 08, 2025

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Sep 08, 2025

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

TEAS SECTION 8 RECEIVED

May 19, 2025

TEAS SECTION 8 RECEIVED

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

Dec 03, 2024

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

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Dec 08, 2022

TEAS CHANGE OF CORRESPONDENCE RECEIVED

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Dec 08, 2022

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Dec 08, 2022

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Dec 08, 2022

TEAS CHANGE OF OWNER ADDRESS RECEIVED

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

Dec 08, 2022

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

REGISTERED-PRINCIPAL REGISTER

Dec 03, 2019

REGISTERED-PRINCIPAL REGISTER

PUBLISHED FOR OPPOSITION

Sep 17, 2019

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Sep 17, 2019

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Aug 28, 2019

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

ASSIGNED TO LIE

Aug 15, 2019

ASSIGNED TO LIE

APPROVED FOR PUB - PRINCIPAL REGISTER

Aug 08, 2019

APPROVED FOR PUB - PRINCIPAL REGISTER

EXAMINERS AMENDMENT -WRITTEN

Aug 07, 2019

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Aug 07, 2019

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Aug 07, 2019

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

Aug 07, 2019

EXAMINER'S AMENDMENT ENTERED

ASSIGNED TO EXAMINER

Aug 06, 2019

ASSIGNED TO EXAMINER

NOTICE OF DESIGN SEARCH CODE E-MAILED

Jun 07, 2019

NOTICE OF DESIGN SEARCH CODE E-MAILED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jun 06, 2019

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

May 22, 2019

NEW APPLICATION ENTERED

SWA THE STRATEGIC WEALTH ADVISOR

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Other Marks by The Strategic Wealth Advisor, LLC

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

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