TrademarkDir
BALANCE WEALTH ADVISORS
LIVE

Serial Number

98470426

Owner

BWA LPW LLC

Attorney

Daniel J. Larson

First Use Date

Dec 1, 2014

Filing Date

Mar 27, 2024

Add to watchlist:

No watchlists yet
+ Create New Watchlist
View on USPTO

BALANCE WEALTH ADVISORS Trademark

Serial Number: 98470426 • Registration: 7773932

BALANCE WEALTH ADVISORS is a trademark filed by BWA LPW LLC on March 27, 2024. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

BWA LPW LLC

57 River Street Suite 300
Wellesley, MA 02481

Entity Type: 16

Trademark Details

Filing Date

March 27, 2024

Registration Date

April 29, 2025

First Use Anywhere

December 1, 2014

First Use in Commerce

December 1, 2014

Published for Opposition

March 11, 2025

Goods & Services

Financial consulting; Financial advisory services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Financial risk assessment services; Strategic corporate financial advisory services

Filing History

TEAS CHANGE OF CORRESPONDENCE RECEIVED
Aug 11, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Aug 11, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Aug 11, 2025 REAP
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Aug 1, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Aug 1, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Aug 1, 2025 REAP
NOTICE OF REGISTRATION CONFIRMATION EMAILED
Apr 29, 2025 NRCC
REGISTERED-PRINCIPAL REGISTER
Apr 29, 2025 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Mar 11, 2025 NPUB
PUBLISHED FOR OPPOSITION
Mar 11, 2025 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Mar 5, 2025 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Feb 14, 2025 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jan 14, 2025 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jan 14, 2025 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jan 14, 2025 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Oct 15, 2024 GNRN
NON-FINAL ACTION E-MAILED
Oct 15, 2024 GNRT
NON-FINAL ACTION WRITTEN
Oct 15, 2024 CNRT
ASSIGNED TO EXAMINER
Oct 7, 2024 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Apr 2, 2024 NWOS
NEW APPLICATION ENTERED
Mar 27, 2024 NWAP

Related Trademarks