TrademarkDir
PHYSICIAN WEALTH ADVISORS
LIVE

Serial Number

98098773

Owner

Physician Wealth Advisors, Inc.

Attorney

David B. Dellenbach

First Use Date

Jul 24, 2024

Filing Date

Jul 24, 2023

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PHYSICIAN WEALTH ADVISORS Trademark

Serial Number: 98098773 • Registration: 8254401

PHYSICIAN WEALTH ADVISORS is a trademark filed by Physician Wealth Advisors, Inc. on July 24, 2023. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Physician Wealth Advisors, Inc. (2 trademarks)

310 East 4500 South
Salt Lake City, UT 84107

Entity Type: 03

Trademark Details

Filing Date

July 24, 2023

Registration Date

May 12, 2026

First Use Anywhere

July 24, 2024

First Use in Commerce

July 24, 2024

Published for Opposition

March 25, 2025

Goods & Services

Financial services, namely, investment planning, retirement planning, cash management, college funding planning, and estate management; Financial advice; Financial analysis; Financial management; Financial research; Financial information; Investment advice; Investment consultation; Investment management; Financial asset management; Financial consulting services; Financial planning; Financial portfolio analysis and management services; Information, advisory, consultancy and financial research services relating to finances and investments; Financial planning, capital investment and management services; Providing financial and financial investment information and research; Financial services, namely, wealth management services; Financial analysis, research and advisory services

Filing History

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Jun 23, 2026 EWAF
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jun 23, 2026 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jun 23, 2026 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jun 23, 2026 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Jun 23, 2026 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Jun 23, 2026 COAR
NOTICE OF REGISTRATION CONFIRMATION EMAILED
May 12, 2026 NRCC
REGISTERED-PRINCIPAL REGISTER
May 12, 2026 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Apr 23, 2026 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Apr 23, 2026 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Apr 21, 2026 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Apr 20, 2026 AITU
USE AMENDMENT FILED
Nov 18, 2025 IUAF
TEAS STATEMENT OF USE RECEIVED
Nov 18, 2025 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
May 20, 2025 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Mar 25, 2025 NPUB
PUBLISHED FOR OPPOSITION
Mar 25, 2025 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Mar 19, 2025 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Feb 26, 2025 CNSA
EXAMINER'S AMENDMENT ENTERED
Feb 26, 2025 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Feb 26, 2025 GNEN
EXAMINERS AMENDMENT E-MAILED
Feb 26, 2025 GNEA
EXAMINERS AMENDMENT -WRITTEN
Feb 26, 2025 CNEA
ATTORNEY REVIEW/DECISION ON AMENDMENT REQUIRED
Feb 21, 2025 ATRQ
PETITION TO DIRECTOR DISMISSED
Feb 21, 2025 PC.D
ASSIGNED TO PETITION STAFF
Feb 6, 2025 APET
TEAS PETITION TO DIRECTOR RECEIVED
Nov 9, 2024 TPDR
TEAS/EMAIL CORRESPONDENCE ENTERED
Nov 9, 2024 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Nov 9, 2024 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Nov 9, 2024 TROA
NOTICE OF REVIVAL - E-MAILED
Nov 9, 2024 NREV
PETITION TO REVIVE-GRANTED
Nov 9, 2024 PETG
TEAS PETITION TO REVIVE RECEIVED
Nov 9, 2024 PROA
ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
Sep 9, 2024 MAB2
ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Sep 9, 2024 ABN2
APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
May 21, 2024 XELG
APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
May 21, 2024 XELR
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Feb 23, 2024 GNRN
NON-FINAL ACTION E-MAILED
Feb 23, 2024 GNRT
NON-FINAL ACTION WRITTEN
Feb 23, 2024 CNRT
ASSIGNED TO EXAMINER
Feb 21, 2024 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Aug 23, 2023 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 22, 2023 NWOS
NEW APPLICATION ENTERED
Jul 27, 2023 NWAP

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