GleanMark

PROVENANCE WEALTH ADVISORS Trademark

PROVENANCE WEALTH ADVISORS is a USPTO trademark filed by Provenance Wealth Advisors, LLC. Status: Registered.

Trademark Facts

MarkPROVENANCE WEALTH ADVISORS
Serial Number99379639
Registration Number8212650
StatusRegistered
Filing Date2025-09-08
Registration Date2026-04-14
Mark TypeCombined
Nice Classes036 (Financial Services)
OwnerProvenance Wealth Advisors, LLC
Attorney of RecordRobert M Schwartz
Prosecution Events15
Latest EventNRCC on 2026-04-14

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

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