SHELTER WEALTH STRATEGIES
LIVE

Serial Number

99501037

Owner

Shelter Wealth Strategies, LLC

Attorney

RAYMOND ALEXANDER JAMES

First Use Date

Oct 31, 2025

Filing Date

Nov 17, 2025

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SHELTER WEALTH STRATEGIES Trademark

Serial Number: 99501037

SHELTER WEALTH STRATEGIES is a trademark filed by Shelter Wealth Strategies, LLC on November 17, 2025. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Owner Contact Info

Shelter Wealth Strategies, LLC (2 trademarks)

1400 Post Oak Blvd., Suite 450
Houston, TX 77056

Entity Type: 16

Trademark Details

Filing Date

November 17, 2025

Registration Date

Not Registered

First Use Anywhere

October 31, 2025

First Use in Commerce

October 31, 2025

Goods & Services

Financial planning and investment advisory services, namely, financial advisory services for individuals involved in personal injury lawsuits and settlements; financial consulting services in the field of personal injury lawsuits and settlements for individuals; financial analysis and preparation of financial plans for individuals receiving or expecting to receive settlement proceeds from personal injury lawsuits and settlements; providing financial information and financial advice to individuals regarding proceeds received from personal injury lawsuits and settlements, and long-term financial planning concerning settlement proceeds received in connection with personal injury lawsuits and settlements; financial planning consultation regarding the management and administration of settlement proceeds for individuals involved in personal injury lawsuits and settlements

Filing History

NOTIFICATION OF FINAL REFUSAL EMAILED
Aug 6, 2026 GNFN
FINAL REFUSAL E-MAILED
Aug 6, 2026 GNFR
FINAL REFUSAL WRITTEN
Aug 6, 2026 CNFR
TEAS/EMAIL CORRESPONDENCE ENTERED
Jun 25, 2026 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jun 25, 2026 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jun 25, 2026 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Mar 25, 2026 GNRN
NON-FINAL ACTION E-MAILED
Mar 25, 2026 GNRT
NON-FINAL ACTION WRITTEN
Mar 25, 2026 CNRT
ASSIGNED TO EXAMINER
Mar 24, 2026 DOCK
APPLICATION FILING RECEIPT MAILED
Nov 17, 2025 MAFR
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Nov 17, 2025 NWOS
NEW APPLICATION ENTERED
Nov 17, 2025 NWAP