LAT WEALTH FINANCIAL ADVISORS
LIVE

Serial Number

50133720

Owner

Lat Wealth Financial Advisors LLC

Attorney

Stephen J. Jeffries

First Use Date

Dec 15, 2025

Filing Date

Sep 28, 2026

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LAT WEALTH FINANCIAL ADVISORS Trademark

Serial Number: 50133720

LAT WEALTH FINANCIAL ADVISORS is a trademark filed by Lat Wealth Financial Advisors LLC on September 28, 2026. The trademark is classified under Class 36 (Insurance & Financial), Class 41 (Education & Entertainment), Class 35 (Advertising & Business). The application is currently pending registration.

Owner Contact Info

Lat Wealth Financial Advisors LLC (3 trademarks)

5225 Techdata Drive
Clearwater, FL 33760

Entity Type: 16

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

Filing History

APPLICATION FILING RECEIPT MAILED
Sep 28, 2026 MAFR
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sep 28, 2026 NWOS
NEW APPLICATION ENTERED
Sep 28, 2026 NWAP