SIENA WEALTH ADVISORY GROUP
Live / Applied — New application — not yet assigned to an examiner (as of 23 Jul 2026)
What this means for you
Not registered yet, but its 23 Jul 2026 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 50010053
- Mark type
- Slogan / phrase
- Filed
- 23 Jul 2026
- Attorney of record
- Derek Fahey
Goods and services
- Class 036 — Insurance and financial services: Financial advisory and consultancy services; Financial planning and investment advisory services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Information, advisory, consultancy and financial research services relating to finance and investments; Financial advisory and consultancy services, namely, providing personalized wealth management, investment advisory, financial planning, and retirement planning services to individuals, families, and business owners
- Class 041 — Education and entertainment services: Educational services, namely, conducting programs in the field of personal finance, wealth management, and financial literacy; Educational services, namely, conducting seminars, workshops, and presentations in the field of personal finance, wealth management, and financial literacy
Owner
- Alanna Morey, Naples, FL, US
Prosecution history
- 26 Jul 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 23 Jul 2026 — APPLICATION FILING RECEIPT MAILED
- 23 Jul 2026 — NEW APPLICATION ENTERED