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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: WordOffice: US

Quick snapshot

PHYSICIAN WEALTH ADVISORS

ST13

US500000098017172

Class

36

Filing

98017172

Registration

7616251

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

Attention: there is active risk

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

36

Latest update

06/24/2026

Classification

Registered

Trademark type

Word

Nice classes

36

Filing date

05/28/2023

Registration date

12/17/2024

Expiration date

-

Recommended action

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Next step

These are the details of the registration process. Even so, constant monitoring is what ensures peace of mind that your main asset remains protected.

Complete case details

Structured fields from the responsible authority and the official record.

Status date

12/17/2024

Last transaction

06/24/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Supplemental Register

Filing basis

Intent to use

First use anywhere

07/24/2023

First use in commerce

07/24/2023

Drawing code

4

Owner type

03

Owner location

Salt Lake City, UT, US

Examiner

POLLACK, ALISON FRIEDBERG

Law office

L60

Current location

PETITIONS OFFICE

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 services, namely, investment planning, retirement planning, cash management, and college funding planning, and estate 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; Information, advisory, consultancy and financial research services relating to finances and investments; Financial planning, capital investment and management services; Providing financial and financial investment information and research; Financial services, namely, wealth management services; Financial analysis, research and advisory services

Publications

History of USPTO decisions and trademark events.

36 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

PC.D

PETITION TO DIRECTOR DISMISSED

02/21/2025

APET

ASSIGNED TO PETITION STAFF

02/06/2025

NRCS

NOTICE OF REGISTRATION CONFIRMATION EMAILED

12/17/2024

R.SR

REGISTERED-SUPPLEMENTAL REGISTER

12/17/2024

CNTA

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

11/19/2024

XAEC

EXAMINER'S AMENDMENT ENTERED

11/19/2024

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

11/19/2024

GNEA

EXAMINERS AMENDMENT E-MAILED

11/19/2024

CNEA

EXAMINERS AMENDMENT -WRITTEN

11/19/2024

IUAA

USE AMENDMENT ACCEPTED

11/15/2024

AUPC

AMENDMENT TO USE PROCESSING COMPLETE

11/09/2024

IUAF

USE AMENDMENT FILED

11/09/2024

EAAU

TEAS AMENDMENT OF USE RECEIVED

11/09/2024

TPDR

TEAS PETITION TO DIRECTOR RECEIVED

11/09/2024

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

11/09/2024

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

11/08/2024

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

11/08/2024

NREV

NOTICE OF REVIVAL - E-MAILED

11/08/2024

PETG

PETITION TO REVIVE-GRANTED

11/08/2024

PROA

TEAS PETITION TO REVIVE RECEIVED

11/08/2024

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

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

06/28/2023

NWAP

NEW APPLICATION ENTERED

05/31/2023

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