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Official data from USPTO

PHYSICIAN WEALTH ADVISORS

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

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Active USPTO registrationType: CombinedOffice: United States

Quick snapshot

PHYSICIAN WEALTH ADVISORS

ST13

US500000098098773

Class

36

Filing

98098773

Registration

8254401

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

44

Latest update

06/24/2026

Trademark type

Combined

Nice classes

36

Filing date

07/24/2023

Registration date

05/12/2026

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

05/12/2026

Last transaction

06/24/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

Filing basis

Intent to use

First use anywhere

07/24/2024

First use in commerce

07/24/2024

Drawing code

3

Owner type

03

Owner location

Salt Lake City, UT, US

Examiner

POLLACK, ALISON FRIEDBERG

Law office

L60

Current location

PUBLICATION AND ISSUE SECTION

Mark description

The mark consists of a mountain design above the phrase PHYSICIAN WEALTH ADVISORS.

Holders and representatives

Holders

Physician Wealth Advisors, Inc.

Representatives

David B. Dellenbach WORKMAN NYDEGGER

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial servicesinvestment planningretirement planningcash managementcollege funding planningestate management; Financial advice; Financial analysis; Financial management; Financial research; Financial information; Investment advice; Investment consultation; Investment management; Financial asset management; Financial consulting services; Financial planning; Financial portfolio analysis and management services; Informationadvisoryconsultancy and financial research services relating to finances and investments; Financial planningcapital investment and management services; Providing financial and financial investment information and research; Financial serviceswealth management services; Financial analysisresearch and advisory services

Publications

History of USPTO decisions and trademark events.

44 publications found

EWAF

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

06/23/2026

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

06/23/2026

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

06/23/2026

REAP

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

06/23/2026

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

06/23/2026

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

06/23/2026

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

05/12/2026

R.PR

REGISTERED-PRINCIPAL REGISTER

05/12/2026

SUNA

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

04/23/2026

CNPR

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

04/23/2026

SUPC

STATEMENT OF USE PROCESSING COMPLETE

04/21/2026

AITU

CASE ASSIGNED TO INTENT TO USE PARALEGAL

04/20/2026

IUAF

USE AMENDMENT FILED

11/18/2025

EISU

TEAS STATEMENT OF USE RECEIVED

11/18/2025

NOAM

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

05/20/2025

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

03/25/2025

PUBO

PUBLISHED FOR OPPOSITION

03/25/2025

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

03/19/2025

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

02/26/2025

XAEC

EXAMINER'S AMENDMENT ENTERED

02/26/2025

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

02/26/2025

GNEA

EXAMINERS AMENDMENT E-MAILED

02/26/2025

CNEA

EXAMINERS AMENDMENT -WRITTEN

02/26/2025

ATRQ

ATTORNEY REVIEW/DECISION ON AMENDMENT REQUIRED

02/21/2025

PC.D

PETITION TO DIRECTOR DISMISSED

02/21/2025

APET

ASSIGNED TO PETITION STAFF

02/06/2025

TPDR

TEAS PETITION TO DIRECTOR RECEIVED

11/09/2024

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

11/09/2024

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

11/09/2024

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

11/09/2024

NREV

NOTICE OF REVIVAL - E-MAILED

11/09/2024

PETG

PETITION TO REVIVE-GRANTED

11/09/2024

PROA

TEAS PETITION TO REVIVE RECEIVED

11/09/2024

MAB2

ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND

09/09/2024

ABN2

ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE

09/09/2024

XELG

APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED

05/21/2024

XELR

APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED

05/21/2024

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

02/23/2024

GNRT

NON-FINAL ACTION E-MAILED

02/23/2024

CNRT

NON-FINAL ACTION WRITTEN

02/23/2024

DOCK

ASSIGNED TO EXAMINER

02/21/2024

MDSC

NOTICE OF DESIGN SEARCH CODE E-MAILED

08/23/2023

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

08/22/2023

NWAP

NEW APPLICATION ENTERED

07/27/2023

Continuous trademark protection

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