TrademarkDir
HEADWATER WEALTH ADVISORS
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Serial Number

99398734

Owner

John J Kozol

Attorney

LAUREN RICE BURGON

First Use Date

Aug 20, 2025

Filing Date

Sep 17, 2025

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HEADWATER WEALTH ADVISORS Trademark

Serial Number: 99398734 • Registration: 8260025

HEADWATER WEALTH ADVISORS is a trademark filed by John J Kozol on September 17, 2025. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

John J Kozol

777 108th Avenue North East Suite 2060
Bellevue, WA 98004

Entity Type: 01

Trademark Details

Filing Date

September 17, 2025

Registration Date

May 19, 2026

First Use Anywhere

August 20, 2025

First Use in Commerce

August 20, 2025

Published for Opposition

March 31, 2026

Goods & Services

Financial planning, namely, creating personalized strategies for creating, managing, and distributing wealth; Financial planning and investment advisory services; Financial wealth management services; Investment management

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
May 19, 2026 NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
May 19, 2026 NRCC
REGISTERED-PRINCIPAL REGISTER
May 19, 2026 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Mar 31, 2026 NPUB
PUBLISHED FOR OPPOSITION
Mar 31, 2026 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Mar 25, 2026 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Mar 9, 2026 CNSA
EXAMINER'S AMENDMENT ENTERED
Feb 19, 2026 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Feb 19, 2026 GNEN
EXAMINERS AMENDMENT E-MAILED
Feb 19, 2026 GNEA
EXAMINERS AMENDMENT -WRITTEN
Feb 19, 2026 CNEA
ASSIGNED TO EXAMINER
Feb 12, 2026 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Feb 11, 2026 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Feb 11, 2026 NWOS
APPLICATION FILING RECEIPT MAILED
Sep 17, 2025 MAFR
NEW APPLICATION ENTERED
Sep 17, 2025 NWAP

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