USPTO trademark

PROVISTA WEALTH ADVISORS

RegisteredUSPTOWord markClass 36

"PROVISTA WEALTH ADVISORS" is a word mark owned by Provista Wealth Advisors, LLC, filed at the USPTO on March 30, 2023. It is registered and covers class 36 (Insurance and Financial).

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Official USPTO record
PROVISTA WEALTH ADVISORS trademark as filed
As filed with the USPTO
Status
Registered
Since May 28, 2024
Filed
March 30, 2023
Registered
May 28, 2024
Expires
Not recorded
Application no.
97864027
Registration no.
7396727
Office
USPTO
United States Patent and Trademark Office
Mark type
Word mark
1 class
Ownership

Who owns PROVISTA WEALTH ADVISORS

The owner and representative on file with the office.

Owner

Provista Wealth Advisors, LLC

Greenville, United States

Representative

Jason A. Pittman

Dority & Manning, P.A.

Goods and services

What the mark covers

The products and services PROVISTA WEALTH ADVISORS is filed for, grouped by Nice class.

  • Financial planning; Financial trust planning; Financial planning consultation; Financial planning for retirement; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Financial planning and management in the field of investment portfolios; Financial services, namely, planning and administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, case or other types of financial investments in retirement plans; Estate planning; Estate trust planning; Estate trust management; Financial services, namely, estate planning and estate settlement services; Financial advice relating to tax; Financial services, namely, coordination within individual accounts, of investment portfolio maintenance, trading, rebalancing, and tax management needs; Financial services, namely, planning and consultation related to tax and estate planning, retirement asset management

History

What has happened so far

Steps recorded by the USPTO, newest first.

  1. Notice of registration confirmation emailed
  2. Registered-principal register
  3. Official gazette publication confirmation e-mailed
  4. Published for opposition
  5. Notification of notice of publication e-mailed
  6. Official gazette publication confirmation e-mailed
  7. Approved for pub - principal register
  8. Teas/email correspondence entered
  9. Correspondence received in law office
  10. Teas response to office action received

6 earlier steps on the official record.

FAQ

About PROVISTA WEALTH ADVISORS

Who owns the trademark "PROVISTA WEALTH ADVISORS"?

The USPTO trademark "PROVISTA WEALTH ADVISORS" (application 97864027) is owned by Provista Wealth Advisors, LLC.

What is the status of "PROVISTA WEALTH ADVISORS"?

Its status at the USPTO is: registered.

When was "PROVISTA WEALTH ADVISORS" registered?

It was registered on May 28, 2024.

API

Get this data via the API

Everything on this page comes from the Signa API. Pull PROVISTA WEALTH ADVISORS and marks like it into your own product with one request.

  • GET/v1/trademarks/{id}

    The full record: owners, classes, dates and images

  • GET/v1/trademarks/{id}/events

    Every step in the office history

  • GET/v1/proceedings?trademark_id={id}

    Oppositions and cancellations against the mark

Get API keyView docs
GET /v1/trademarks/{id}
ID=tm_019d2b89-1d32-755c-8623-6a5cbd2a6a8b
curl https://api.signa.so/v1/trademarks/$ID \
  -H "Authorization: Bearer $SIGNA_API_KEY"
Response
{
  "id": "tm_019d2b89-1d32-755c-8623-6a5cbd2a6a8b",
  "object": "trademark",
  "mark_text": "PROVISTA WEALTH ADVISORS",
  "status": {
    "primary": "active",
    "stage": "registered"
  },
  "office_code": "US",
  "application_number": "97864027",
  "filing_date": "2023-03-30",
  "nice_classes": [
    36
  ],
  "owners": [
    {
      "name": "PROVISTA WEALTH ADVISORS, LLC",
      "entity_id": null
    }
  ]
}