Provenance Wealth Advisors, LLC

6 Marks

LLC

First Filed:Jan 14, 2003Latest Filed:Feb 4, 2026Address:200 East Las Olas Boulevard, Fort Lauderdale, FL 33301

Portfolio Overview

Registered

3(50%)

Pending

2(33%)

Dead

1(17%)

Top Classes

Class 36

Insurance, Financial Services & Real Estate

5(83%)

Class 41

Education and Entertainment

1(17%)

Class 9

Electronics, Software & Scientific Equipment

1(17%)

TTAB Proceedings

Total Proceedings

As Plaintiff

3(60%)

As Defendant

2(40%)

Top Firms

ROBERT M. SCHWARTZ, P.A.(Sep 2025)

Trademark Portfolio

6 results

(current & previous marks)

Refine by Mark/Description🔽

Filed

Registered

Last Activity

Filters

Ownership

Current6

Previous0

Status

Registered3

Pending2

Cancelled1

Abandoned0

Expired0

Mark Type

Word2

Stylized0

Design1

Combined3

NonVisual0

Class 91

Class 365

Class 411

99633638

Service Mark

Design

PENDING

Owner:

Serial:99633638

Filed:Feb 4, 2026

Classes:36

Goods & Services

Class 036: Financial consultancy services; financial services, namely, wealth management services; financial services in the nature of an investment security; insurance and financial information and consultancy services; financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; and broker-dealer financial services in the field of securities, stocks, bonds, mutual funds, alternative investments, hedge funds, private equity, private placement, variable life insurance products, variable annuities and qualified college saving plans; financial planning and investment advisory services in the nature of registered investment advisor services

PROVENANCE WEALTH ADVISORS

Service Mark

Combined

PENDING

Owner:

Serial:99379639

Filed:Sep 8, 2025

Classes:36

Goods & Services

Class 036: Financial consultancy services; financial services, namely, wealth management services; financial services in the nature of an investment security; Insurance and financial information and consultancy services; financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; and Broker-dealer financial services in the field of in the field of securities, stocks, bonds, mutual funds, alternative investments, hedge funds, private equity, private placement, variable life insurance products, variable annuities and 529 plans; Financial planning and investment advisory services in the nature of registered investment advisor services

PROVENANCE WEALTH ADVISORS

Service Mark

Combined

REGISTERED

Owner:

Serial:88219288

Filed:Dec 6, 2018

Classes:36

Registration:6318043

Registered:Apr 13, 2021

Goods & Services

"WEALTH ADVISORS"

RELATABLE FINANCE

Trademark

Word

REGISTERED

Owner:

Serial:88148467

Filed:Oct 9, 2018

Classes:9, 41

Registration:6003515

Registered:Mar 3, 2020

Goods & Services

Entertainment services, namely, providing podcasts in the fields of personal finance, investments, retirement planning and estate planning; Downloadable podcasts in the fields personal finance, investments, retirement planning and estate planning; Computer application software for mobile phones, namely, software for personal finance, investments, retirement planning and estate planning; "FINANCE"

PROVENANCE WEALTH ADVISORS

Service Mark

Combined

CANCELLED

Owner:

Serial:78238336

Filed:Apr 16, 2003

Classes:36

Registration:2808868

Registered:Jan 27, 2004

Goods & Services

"WEALTH ADVISORS"

PROVENANCE WEALTH ADVISORS

Service Mark

Word

REGISTERED

Owner:

Serial:78203075

Filed:Jan 14, 2003

Classes:36

Registration:2880369

Registered:Aug 31, 2004

Goods & Services

Class 036: financial and insurance consultation in the fields of investments and financial planning, [ tax, ] life insurance, investment annuities, mutual funds, deferred compensation, estate planning, business planning, charitable planning, retirement planning and registered investor advisory services and financial research, financial management and financial analysis in connection therewith

Provenance Wealth Advisors, LLC

Portfolio Overview

Top Classes

TTAB Proceedings

Top Firms

Trademark Portfolio

6 results

Filters

Cookie Preferences