STRATEGIC WEALTH METHOD
Live / Registered — Registered (as of 16 Sept 2025)
What this means for you
Registered since 16 Sept 2025. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99070842
- Registration number
- 7952613
- Mark type
- Stylized text
- Filed
- 06 Mar 2025
- Registered
- 16 Sept 2025
- Attorney of record
- Carrie Bader
Goods and services
- Class 035 — Advertising and business services: Tax and taxation planning, advice, information and consultancy services
- Class 036 — Insurance and financial services: Financial planning; financial consulting in the field of income planning, namely, consultation for Social Security maximization, income and expense analysis, inflation plans, and spousal financial and retirement plans and financial and wealth longevity protection; financial planning and consulting in the field of investment planning, namely, consultation for assessing risk and reducing risks to clients' portfolios, and comprehensive institutional money management; Medicare claims administration and consulting services rendered to individuals
- Class 044 — Medical, beauty and agricultural services: Consulting services related to healthcare planning; healthcare consulting in the field of analyzing options for long-term healthcare
Owner
- Strategic Wealth Advisors Group, Inc., Utica, MI, US
- Strategic Wealth Advisors Group, Inc., Utica, MI, US
Prosecution history
- 16 Feb 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 16 Feb 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 16 Feb 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 16 Sept 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 16 Sept 2025 — REGISTERED-SUPPLEMENTAL REGISTER
- 19 Aug 2025 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
- 18 Aug 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 18 Aug 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 18 Aug 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 12 Aug 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 12 Aug 2025 — NON-FINAL ACTION E-MAILED
- 12 Aug 2025 — NON-FINAL ACTION WRITTEN
- 08 Aug 2025 — ASSIGNED TO EXAMINER
- 06 Mar 2025 — APPLICATION FILING RECEIPT MAILED
- 06 Mar 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED