BUILD. ACHIEVE. PRESERVE.
Live / Registered — Registered and renewed (as of 26 Feb 2026)
What this means for you
Registered since 08 Dec 2015. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 08 Dec 2025).
Record
- Serial number
- 86613408
- Registration number
- 4866411
- Mark type
- Stylized text
- Filed
- 29 Apr 2015
- Published for opposition
- 22 Sept 2015
- Registered
- 08 Dec 2015
- Next maintenance due
- 08 Dec 2025
- Attorney of record
- Jeanne L. Seewald
Goods and services
- Class 036 — Insurance and financial services: Estate planning; estate trust planning; financial consultancy and insurance consultancy; financial planning and investment advisory services; financial services, namely, broker/dealer services on securities exchanges and over-the- counter markets; insurance brokerage; insurance brokerage in the field of life insurance [, health insurance, and property and casualty insurance ] ; insurance consultancy; providing stock/securities market information; security brokerage
Owner
- ADVANCED WEALTH ADVISORS, LLC, NAPLES, FL, US
- Advanced Wealth Advisers, LLC, Naples, FL, US
- Advanced Wealth Advisers, LLC, Naples, FL, US
- Advanced Wealth Advisers, LLC, Naples, FL, US
Prosecution history
- 26 Feb 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 26 Feb 2026 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 26 Feb 2026 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 25 Feb 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 01 Dec 2025 — TEAS SECTION 8 & 9 RECEIVED
- 08 Dec 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 08 Dec 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 08 Dec 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 08 Dec 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 15 Sept 2021 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 07 Sept 2021 — TEAS SECTION 8 & 15 RECEIVED
- 08 Dec 2020 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 10 Feb 2020 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 10 Feb 2020 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 10 Feb 2020 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED