PHYSICIAN WEALTH ADVISORS

Serial Number 98098773
688

Registration Progress

Application Filed
Jul 24, 2023
Under Examination
May 20, 2025
Approved for Publication
Mar 25, 2025
Published for Opposition
Mar 25, 2025
Registered

Attorney Assistance

NOA E-Mailed - SOU Required
Due: Nov 20, 2025 112 days

Trademark Image

PHYSICIAN WEALTH ADVISORS

Basic Information

Serial Number
98098773
Filing Date
July 24, 2023
Published for Opposition
March 25, 2025
Drawing Code
3

Status Summary

Current Status
Active
Status Code
688
Status Date
May 20, 2025
Application
Pending
Classes
036

Rights Holder

Physician Wealth Advisors, Inc.

03
Address
310 East 4500 South
Salt Lake City, UT 84107

Ownership History

Physician Wealth Advisors, Inc.

Original Applicant
03
Salt Lake City, UT

Physician Wealth Advisors, Inc.

Owner at Publication
03
Salt Lake City, UT

Legal Representation

Attorney
Robyn L. Phillips

USPTO Deadlines

Next Deadline
112 days remaining
NOA E-Mailed - SOU Required
Due Date
November 20, 2025
Extension Available
Until May 20, 2026

Application History

30 events
Date Code Type Description Documents
May 20, 2025 NOAM E NOA E-MAILED - SOU REQUIRED FROM APPLICANT Loading...
Mar 25, 2025 PUBO A PUBLISHED FOR OPPOSITION Loading...
Mar 25, 2025 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Loading...
Mar 19, 2025 NONP E NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Loading...
Feb 26, 2025 CNSA P APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Feb 26, 2025 XAEC I EXAMINER'S AMENDMENT ENTERED Loading...
Feb 26, 2025 GNEA F EXAMINERS AMENDMENT E-MAILED Loading...
Feb 26, 2025 GNEN O NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED Loading...
Feb 26, 2025 CNEA R EXAMINERS AMENDMENT -WRITTEN Loading...
Feb 21, 2025 PC.D I PETITION TO DIRECTOR DISMISSED Loading...
Feb 21, 2025 ATRQ I ATTORNEY REVIEW/DECISION ON AMENDMENT REQUIRED Loading...
Feb 6, 2025 APET A ASSIGNED TO PETITION STAFF Loading...
Nov 9, 2024 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Nov 9, 2024 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Nov 9, 2024 NREV E NOTICE OF REVIVAL - E-MAILED Loading...
Nov 9, 2024 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Nov 9, 2024 PROA I TEAS PETITION TO REVIVE RECEIVED Loading...
Nov 9, 2024 PETG O PETITION TO REVIVE-GRANTED Loading...
Nov 9, 2024 TPDR I TEAS PETITION TO DIRECTOR RECEIVED Loading...
Sep 9, 2024 MAB2 E ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND Loading...
Sep 9, 2024 ABN2 O ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE Loading...
May 21, 2024 XELG O APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED Loading...
May 21, 2024 XELR I APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED Loading...
Feb 23, 2024 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Feb 23, 2024 CNRT R NON-FINAL ACTION WRITTEN Loading...
Feb 23, 2024 GNRT F NON-FINAL ACTION E-MAILED Loading...
Feb 21, 2024 DOCK D ASSIGNED TO EXAMINER Loading...
Aug 23, 2023 MDSC E NOTICE OF DESIGN SEARCH CODE E-MAILED Loading...
Aug 22, 2023 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Jul 27, 2023 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 036
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

Additional Information

Design Mark
The mark consists of a mountain design above the phrase PHYSICIAN WEALTH ADVISORS.
Color Claim
Color is not claimed as a feature of the mark.

Classification

International Classes
036

Disclaimers

The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"PHYSICIAN WEALTH ADVISORS"