PROVENANCE WEALTH ADVISORS Trademark

Serial Number: 99379639 • Registration: 8212650

PROVENANCE WEALTH ADVISORS is a trademark filed by Provenance Wealth Advisors, LLC on September 8, 2025. 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

Provenance Wealth Advisors, LLC (6 trademarks)

Suite 1500
Fort Lauderdale, FL 33301

Entity Type: 16

Legal Representation

Attorney of Record

Robert M Schwartz

12 trademarks filed View all →

Correspondence Address

Robert M Schwartz ROBERT M. SCHWARTZ, P.A.

P.O. Box 221470

Hollywood, FL 33022

United States

Trademark Details

Filing Date

September 8, 2025

Registration Date

April 14, 2026

First Use Anywhere

August 15, 2025

First Use in Commerce

August 15, 2025

Published for Opposition

February 24, 2026

Goods & Services

Financial consultancy services; financial services, namely, wealth management services; financial services in the nature of an investment security; Insurance and financial information and consultancy services; financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; and Broker-dealer financial services in the field of securities, stocks, bonds, mutual funds, alternative investments, hedge funds, private equity, private placement, variable life insurance products, variable annuities and qualified college saving plans; Financial planning and investment advisory services in the nature of registered investment advisor services