STRATOS WEALTH HOLDINGS, LLC (P) vs State Bank (D)
Pending
Oppositions
Proceeding Details
Proceeding Number
Filing Date
Mar 17, 2026
Last Status Update
Mar 18, 2026
Interlocutory Attorney
STEVEN W FERRELL
Parties
Plaintiff
STRATOS WEALTH HOLDINGS, LLC




600 SUPERIOR AVE, SUITE 2100
CLEVELAND, OH 44114
Attorney / Correspondent:
Marks:
STRATOS WEALTH PARTNERS
Pending
S/N: 99530008
STRATOS WEALTH PARTNERS
LIVE - PENDING
Service MarkWordOwner: STRATOS WEALTH HOLDINGS, LLC
Status: NEW APPLICATION – RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Record Details
Serial No.
99530008
Status
LIVE
Important Dates
Filed
Dec 4, 2025
First Use
Oct 1, 2008
Goods & Services
Class 035Class 036
Class 035: 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; Class 036: 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
STRATOS INVESTMENT MANAGEMENT
Pending
S/N: 99649575
STRATOS INVESTMENT MANAGEMENT
LIVE - PENDING
Service MarkWordOwner: STRATOS WEALTH HOLDINGS, LLC
Status: NEW APPLICATION – RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Record Details
Serial No.
99649575
Status
LIVE
Important Dates
Filed
Feb 12, 2026
First Use
Dec 13, 2023
Goods & Services
Class 036
Class 036: Investment management; Investment consultancy; Investment advisory services; Investment advice; Investment fund management services; Investment of funds for others; Financial services, namely, wealth management services; Financial advisory and consultancy services, namely, financial management, financial advisory; Financial wealth management services; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial planning and investment advisory services; Information, advisory, consultancy and financial research services relating to finance and investments; Financial information and advisory services; Providing information in the field of wealth management; Financial risk assessment services; Providing financial risk assessment services; Financial advisory and consultancy services; Financial portfolio management; Financial portfolio analysis services; Financial management in the field of investment portfolios
STRATOS WEALTH ADVISORS
Pending
S/N: 99530024
STRATOS WEALTH ADVISORS
LIVE - PENDING
Service MarkWordOwner: STRATOS WEALTH HOLDINGS, LLC
Status: NEW APPLICATION – RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Record Details
Serial No.
99530024
Status
LIVE
Important Dates
Filed
Dec 4, 2025
First Use
Apr 26, 2016
Goods & Services
Class 035Class 036
Class 035: 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; Class 036: 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
STRATOS WEALTH ALLIANCE
Registered
|Reg #: 5924948|S/N: 88371511
STRATOS WEALTH ALLIANCE
LIVE - REGISTERED
Service MarkWordOwner: STRATOS WEALTH HOLDINGS, LLC
Status: REGISTERED
Record Details
Serial No.
88371511
Registration No.
5924948
Status
LIVE
Important Dates
Filed
Apr 4, 2019
Registered
Dec 3, 2019
First Use
Sep 9, 2018
Goods & Services
Class 036
Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Advisory services relating to credit and debit control, investment, grants and financing of loans; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment; Capital investment consulting; Capital investment services; Consultancy of capital investment; Equity capital investment; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment brokerage; Financial investment brokerage services; "WEALTH ALLIANCE"
STRATOS WEALTH PARTNERS
Registered
|Reg #: 4898095|S/N: 86660754
STRATOS WEALTH PARTNERS
LIVE - REGISTERED
Service MarkWordOwner: STRATOS WEALTH HOLDINGS, LLC
Status: REGISTERED AND RENEWED
Record Details
Serial No.
86660754
Registration No.
4898095
Status
LIVE
Important Dates
Filed
Jun 12, 2015
Registered
Feb 9, 2016
First Use
Dec 1, 2008
Goods & Services
Class 036
Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Advisory services relating to credit and debit control, investment, grants and financing of loans; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment; Capital investment consulting; Capital investment services; Consultancy of capital investment; Equity capital investment; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment brokerage; Financial investment brokerage services; "WEALTH PARTNERS"
VS
Defendant
State Bank
885 N. ILLINOIS RT. 3
WATERLOO, IL 62298
Attorney / Correspondent:
Mark:
STRATOS BANK
Pending
S/N: 99126203
STRATOS BANK
LIVE - PENDING
Service MarkWordOwner: State Bank
Status: OPPOSITION PENDING
Record Details
Serial No.
99126203
Status
LIVE
Important Dates
Filed
Apr 8, 2025
Goods & Services
Class 036
Banking services; Online banking services; Mobile banking services; Financial services, namely, electronic remote check deposit services; Issuing of debit cards; Debit card transaction processing services; Issuing virtual credit cards for use in online shopping to protect personal payment information and prevent fraud; Electronic funds transfer services; Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; Electronic banking via a global computer network; Bill payment services provided through a website; Online banking; On-line banking services; Internet banking services
TTAB Documents
Title | Date | Entry # | Category | Code | Actions |
|---|---|---|---|---|---|
INSTITUTED | Mar 18, 2026 | 3 | Status | 128 | |
NOTICE AND TRIAL DATES SENT; ANSWER DUE: | Mar 18, 2026 | 2 | Scheduling | 707 | |
FILED AND FEE | Mar 17, 2026 | 1 | Fees | 124 |