TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
02/16/2026
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Official data from USPTO
STRATEGIC WEALTH METHOD
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
STRATEGIC WEALTH METHOD
ST13
US500000099070842Class
35, 36, 44
Filing
99070842
Registration
7952613
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
16
Latest update
02/18/2026
Trademark type
Word
Nice classes
35, 36, 44
Filing date
03/06/2025
Registration date
09/16/2025
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
09/16/2025
Last transaction
02/18/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Supplemental Register
First use anywhere
08/01/2023
First use in commerce
08/01/2023
Drawing code
4
Owner type
03
Owner location
Utica, MI
Examiner
LEIPZIG, MARC J
Law office
M60
Current location
FILE REPOSITORY (FRANCONIA)
Holders and representatives
Holders
Strategic Wealth Advisors Group, Inc.
Representatives
Carrie Bader ERISE IP, P.A.
Technical classification
Nice Classes
Class 35Class 36Class 44
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Tax and taxation planningadviceinformation and consultancy services
Class 36
Financial planning; financial consulting in the field of income planningconsultation for Social Security maximizationincome and expense analysisinflation plansspousal financial and retirement plans and financial and wealth longevity protection; financial planning and consulting in the field of investment planningconsultation for assessing risk and reducing risks to clients' portfolioscomprehensive institutional money management; Medicare claims administration and consulting services rendered to individuals
Class 44
Consulting services related to healthcare planning; healthcare consulting in the field of analyzing options for long-term healthcare
Publications
History of USPTO decisions and trademark events.
16 publications found
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
02/16/2026
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
02/16/2026
NRCS
NOTICE OF REGISTRATION CONFIRMATION EMAILED
09/16/2025
R.SR
REGISTERED-SUPPLEMENTAL REGISTER
09/16/2025
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
08/19/2025
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
08/18/2025
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
08/18/2025
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
08/18/2025
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
08/12/2025
GNRT
NON-FINAL ACTION E-MAILED
08/12/2025
CNRT
NON-FINAL ACTION WRITTEN
08/12/2025
DOCK
ASSIGNED TO EXAMINER
08/08/2025
MAFR
APPLICATION FILING RECEIPT MAILED
03/06/2025
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
03/06/2025
NWAP
NEW APPLICATION ENTERED
03/06/2025
Continuous trademark protection
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