Serial Number
50133720
Owner
Lat Wealth Financial Advisors LLCAttorney
Stephen J. JeffriesFirst Use Date
Dec 15, 2025
Filing Date
Sep 28, 2026
LAT WEALTH FINANCIAL ADVISORS Trademark
Serial Number: 50133720
Trademark Classes
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 41 - Education & Entertainment
Education; providing of training; entertainment; sporting and cultural activities
Class 35 - Advertising & Business
Advertising; business management; business administration; office functions
Owner Contact Info
5225 Techdata Drive
Clearwater, FL 33760
Entity Type: 16
Legal Representation
Correspondence Address
Stephen J. Jeffries HOLLAND & KNIGHT LLP
800 17th Street NW, Suite 1100
Washington, DC 20006
United States
Trademark Details
Filing Date
September 28, 2026
Registration Date
Not Registered
First Use Anywhere
December 15, 2025
First Use in Commerce
December 15, 2025
Goods & Services
Business strategic planning services; Business succession planning; Business planning
Providing online non-downloadable videos in the field of finance, insurance, retirement, estates and wealth management; Providing online non-downloadable news articles in the field of finance, insurance, retirement, estates and wealth management; Providing on-line newsletters in the field of finance, insurance, retirement, estates and wealth management
Insurance consultation; Insurance information; Financial advisory services; Financial analysis; Financial research; Financial information; Financial services, namely, wealth management services; Financial planning for retirement; Estate planning; Consulting services in the field of state and federal employee benefit plans concerning insurance and finance