STRATOS WEALTH PARTNERS
LIVE

Serial Number

99530008

Owner

STRATOS WEALTH HOLDINGS, LLC

Attorney

Kevin J. Soucek

Filing Date

Dec 4, 2025

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STRATOS WEALTH PARTNERS Trademark

Serial Number: 99530008

STRATOS WEALTH PARTNERS is a trademark filed by STRATOS WEALTH HOLDINGS, LLC on December 4, 2025. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently pending registration.

Owner Contact Info

STRATOS WEALTH HOLDINGS, LLC (8 trademarks)

3750 PARK EAST DRIVE, SUITE 200
BEACHWOOD, OH 44122

Entity Type: 16

Trademark Details

Filing Date

December 4, 2025

Registration Date

Not Registered

First Use in Commerce

September 9, 2018

Goods & Services

Business succession planning; Business risk management; Business risk management consultation; Tax and taxation planning, advice, information and consultancy services; Charitable services, namely, facilitating administrative coordination among charitable organizations

Advice relating to investments; Investment advisory services; Investment management; Financial planning and investment advisory services; Information, advisory, consultancy and financial research services relating to finance and investments; Providing information regarding financial investment strategies; Providing information regarding financial investment strategies for real estate; Providing information regarding financial investment strategies for tax-efficient investment strategies; Providing information in the field of estate planning; Financial risk management; Financial risk management consultation; Insurance risk management; Financial planning for retirement; Financial retirement plan consulting services; Advice on finance during retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Investment advice in the fields of retirement; Administering monetary charitable contributions for others for financial planning purposes; Administering monetary charitable contributions for others for estate planning purposes; Providing information about insurance plans; Consulting services in the field of insurance; Providing information in the field of executive compensation, deferred compensation; Advice on charitable contributions; Philanthropy consultation relating to charitable gifting

Filing History

APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Jul 9, 2026 XELG
APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Jul 9, 2026 XELR
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Apr 13, 2026 GNRN
NON-FINAL ACTION E-MAILED
Apr 13, 2026 GNRT
NON-FINAL ACTION WRITTEN
Apr 13, 2026 CNRT
ASSIGNED TO EXAMINER
Apr 8, 2026 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Feb 12, 2026 NWOS
APPLICATION FILING RECEIPT MAILED
Dec 4, 2025 MAFR
NEW APPLICATION ENTERED
Dec 4, 2025 NWAP