STRATOS WEALTH ADVISORS
Live / Applied — New application — not yet assigned to an examiner (as of 04 Dec 2025)
What this means for you
Not registered yet, but its 04 Dec 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
- 99530024
- Mark type
- Stylized text
- Filed
- 04 Dec 2025
- Attorney of record
- Kevin J. Soucek
Goods and services
- Class 035 — Advertising and business services: Business succession planning; Business risk management; Business risk management consultation; Tax and taxation planning, advice, information and consultancy services; Charitable services, namely, facilitating administrative coordination among charitable organizations
- Class 036 — Insurance and financial services: Advice relating to investments; Investment advisory services; Investment management; Financial planning and investment advisory services; Information, advisory, consultancy and financial research services relating to finance and investments; Providing information regarding financial investment strategies; Providing information regarding financial investment strategies for real estate; Providing information regarding financial investment strategies for tax-efficient investment strategies; Providing information in the field of estate planning; Financial risk management; Financial risk management consultation; Insurance risk management; Financial planning for retirement; Financial retirement plan consulting services; Advice on finance during retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Investment advice in the fields of retirement; Administering monetary charitable contributions for others for financial planning purposes; Administering monetary charitable contributions for others for estate planning purposes; Providing information about insurance plans; Consulting services in the field of insurance; Providing information in the field of executive compensation, deferred compensation; Advice on charitable contributions; Philanthropy consultation relating to charitable gifting
Owner
- STRATOS WEALTH HOLDINGS, LLC, BEACHWOOD, OH, US
Prior registrations
Prosecution history
- 12 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 04 Dec 2025 — APPLICATION FILING RECEIPT MAILED
- 04 Dec 2025 — NEW APPLICATION ENTERED