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 99911960.

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

SWA THE STRATEGIC WEALTH ADVISOR is registered under USPTO registration number 0.

SWA

USPTO Trademark Record

PENDING

SWA THE STRATEGIC WEALTH ADVISOR

SN 99911960·Reg 0·Filed Jun 29, 2026

Owner THE STRATEGIC WEALTH ADVISOR LLC

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

SWA THE STRATEGIC WEALTH ADVISOR (Serial No. 99911960), Registration No. 0, is a pending US trademark filed on Jun 29, 2026 by THE STRATEGIC WEALTH ADVISOR LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

Mark Intelligence

SWA THE STRATEGIC WEALTH ADVISOR (Reg. #0) is a pending US trademark that was filed in 2026 and is currently under USPTO examination. 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

Jun 29, 2026

SERIAL

99911960

REG#

Owner

Applicant

THE STRATEGIC WEALTH ADVISOR LLC

Entity

LLC

State

Address

1200 N. Federal Highway Suite 300, Boca Raton, FL, 33432

Country

Attorney

Law firm

THE STRATEGIC WEALTH ADVISOR LLC

Address

1200 N. Federal Highway Suite 300, Boca Raton, FL 33432, United States

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Filing Information

StatusPENDING

Filing DateJun 29, 2026

Serial Number99911960

Registration No.0

Status DateJun 29, 2026

Mark TypeStandard characters

Status DescriptionLive and pending, new application not assigned

Filing Signals

FILED

2026

YEARS AGO

CLASSES

MADRID FILINGS

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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: Feb 01, 2016

First use in commerce: Feb 01, 2016

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

2 events

NEW APPLICATION ENTERED

Jun 29, 2026

NEW APPLICATION ENTERED

APPLICATION FILING RECEIPT MAILED

Jun 29, 2026

APPLICATION FILING RECEIPT MAILED

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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