TrademarkDir
SQUIRE WEALTH ADVISORS
LIVE

Serial Number

99932188

Owner

Squire Investment Management Company LLC

Attorney

DANIEL RAY WILKINSON

First Use Date

Jun 26, 2013

Filing Date

Jul 9, 2026

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SQUIRE WEALTH ADVISORS Trademark

Serial Number: 99932188

SQUIRE WEALTH ADVISORS is a trademark filed by Squire Investment Management Company LLC on July 9, 2026. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Owner Contact Info

Squire Investment Management Company LLC

1329 S 800 E
Orem, UT 84097

Entity Type: 16

Trademark Details

Filing Date

July 9, 2026

Registration Date

Not Registered

First Use Anywhere

June 26, 2013

First Use in Commerce

June 26, 2013

Goods & Services

Financial advisory services; Financial planning; Investment advisory services; Financial wealth management services; Financial services, namely, wealth management services; Providing information in the field of wealth management; Financial planning for retirement; Financial retirement plan consulting services; Estate planning; Estate trust planning; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial consultancy in the field of planned donations for non-profit and charitable organizations; Financial consultancy; Financial consultation; Financial consulting; Investment management; Financial portfolio management

Filing History

APPLICATION FILING RECEIPT MAILED
Jul 9, 2026 MAFR
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jul 9, 2026 NWOS
NEW APPLICATION ENTERED
Jul 9, 2026 NWAP

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