BUILD. ACHIEVE. PRESERVE.

LIVE

Serial Number

86613408

Owner

ADVANCED WEALTH ADVISORS, LLC

Attorney

Jeanne L. Seewald

First Use Date

Apr 26, 2015

Filing Date

Apr 29, 2015

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BUILD. ACHIEVE. PRESERVE. Trademark

Serial Number: 86613408 • Registration: 4866411

BUILD. ACHIEVE. PRESERVE. is a trademark filed by ADVANCED WEALTH ADVISORS, LLC on April 29, 2015. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

ADVANCED WEALTH ADVISORS, LLC (4 trademarks)

4099 TAMIAMI TRAIL N, SUITE 402
NAPLES, FL 34103

Entity Type: 16

Advanced Wealth Advisers, LLC (5 trademarks)

Naples, FL 34103

Entity Type: 16

Legal Representation

Attorney of Record

Jeanne L. Seewald

772 trademarks filed View all →

Correspondence Address

Jeanne L. Seewald Hahn Loeser & Parks LLP

5811 Pelican Bay Blvd Ste 650

Naples, FL 34108

United States

Trademark Details

Filing Date

April 29, 2015

Registration Date

December 8, 2015

First Use Anywhere

April 26, 2015

First Use in Commerce

April 26, 2015

Published for Opposition

September 22, 2015

Goods & 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

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

Feb 26, 2026 NA89

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

Feb 26, 2026 RNL1

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

Feb 26, 2026 89AG

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Feb 25, 2026 APRE

TEAS SECTION 8 & 9 RECEIVED

Dec 1, 2025 E89R

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

Dec 8, 2024 REM2

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Dec 8, 2021 NA85

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

Dec 8, 2021 C15A

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Dec 8, 2021 APRE

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Sep 15, 2021 ASGN

TEAS SECTION 8 & 15 RECEIVED

Sep 7, 2021 E815

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Dec 8, 2020 REM1

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Feb 10, 2020 CHAN

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Feb 10, 2020 COAR

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Feb 10, 2020 ARAA

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Feb 10, 2020 REAP

REGISTERED-PRINCIPAL REGISTER

Dec 8, 2015 R.PR

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Sep 22, 2015 NPUB

PUBLISHED FOR OPPOSITION

Sep 22, 2015 PUBO

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Sep 2, 2015 NONP

APPROVED FOR PUB - PRINCIPAL REGISTER

Aug 11, 2015 CNSA

ASSIGNED TO EXAMINER

Aug 10, 2015 DOCK

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

May 9, 2015 NWOS

NEW APPLICATION ENTERED

May 2, 2015 NWAP

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