SHELTER WEALTH STRATEGIES
Live / Applied — Non-final action mailed (as of 25 Mar 2026)
What this means for you
Not registered yet, but its 17 Nov 2025 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
- 99501037
- Mark type
- Stylized text
- Filed
- 17 Nov 2025
- Attorney of record
- RAYMOND ALEXANDER JAMES
Goods and services
- Class 036 — Insurance and financial services: Financial planning and advisory services; providing personalized financial guidance, strategies, and recommendations in the fields of retirement planning, cash flow and budgeting, education funding, and estate planning; financial assessment, goal setting, and preparation of comprehensive financial plans; monitoring, updating, and reviewing financial plans; providing guidance and strategies for wealth management, asset protection, tax-efficient planning, and financial decision-making; consulting services in the field of personal, family, and business financial management.
Owner
- Shelter Wealth Strategies, LLC, Houston, TX, US
Prosecution history
- 25 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 25 Mar 2026 — NON-FINAL ACTION E-MAILED
- 25 Mar 2026 — NON-FINAL ACTION WRITTEN
- 24 Mar 2026 — ASSIGNED TO EXAMINER
- 17 Nov 2025 — APPLICATION FILING RECEIPT MAILED
- 17 Nov 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 17 Nov 2025 — NEW APPLICATION ENTERED