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Official data from USPTO

BUILD. ACHIEVE. PRESERVE.

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

BUILD. ACHIEVE. PRESERVE.

ST13

US500000086613408

Class

36

Filing

86613408

Registration

4866411

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

24

Latest update

03/17/2026

Trademark type

Word

Nice classes

36

Filing date

04/29/2015

Registration date

12/08/2015

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

02/26/2026

Last transaction

03/17/2026

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Principal Register

First use anywhere

04/26/2015

First use in commerce

04/26/2015

Drawing code

4

Owner type

16

Owner location

NAPLES, FL, US

Examiner

VERHOSEK, WILLIAM T

Current location

PUBLICATION AND ISSUE SECTION

Holders and representatives

Holders

ADVANCED WEALTH ADVISORS, LLC
Advanced Wealth Advisers, LLC

Representatives

Jeanne L. Seewald Hahn Loeser & Parks LLP

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Estate planning; estate trust planning; financial consultancy and insurance consultancy; financial planning and investment advisory services; financial servicesbroker/dealer services on securities exchanges and over-the- counter markets; insurance brokerage; insurance brokerage in the field of life insurancehealth insuranceproperty and casualty insurance ; insurance consultancy; providing stock/securities market information; security brokerage

Publications

History of USPTO decisions and trademark events.

24 publications found

NA89

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

02/26/2026

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

02/26/2026

89AG

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

02/26/2026

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

02/25/2026

E89R

TEAS SECTION 8 & 9 RECEIVED

12/01/2025

REM2

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

12/08/2024

NA85

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

12/08/2021

C15A

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

12/08/2021

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

12/08/2021

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

09/15/2021

E815

TEAS SECTION 8 & 15 RECEIVED

09/07/2021

REM1

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

12/08/2020

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

02/10/2020

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

02/10/2020

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

02/10/2020

REAP

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

02/10/2020

R.PR

REGISTERED-PRINCIPAL REGISTER

12/08/2015

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

09/22/2015

PUBO

PUBLISHED FOR OPPOSITION

09/22/2015

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

09/02/2015

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

08/11/2015

DOCK

ASSIGNED TO EXAMINER

08/10/2015

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

05/09/2015

NWAP

NEW APPLICATION ENTERED

05/02/2015

Continuous trademark protection

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