HEADWATER WEALTH ADVISORS holds 1 USPTO trademark filings across 1 NICE class. The largest concentration is in Class 36 (Insurance & Finance) with 1 filings. The WikiTrademarks Expansion Score is 4/100, low — the brand is focused on defending its existing categories rather than expanding.
USPTO data refreshed September 7, 2026
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Filing Velocity (24 Months)
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Recent Filings
| Serial No. | Mark | Filing Date | Status | Classes | Owner |
|---|---|---|---|---|---|
| 99398734 | HEADWATER WEALTH ADVISORS | Sep 17, 2025 | Pending | 036 Insurance & Finance | John J Kozol |
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FAQ: HEADWATER WEALTH ADVISORS trademark portfolio
What trademarks does HEADWATER WEALTH ADVISORS hold?
HEADWATER WEALTH ADVISORS holds 1 USPTO trademark filings across 1 NICE class. The largest concentration is in Class 36 (Insurance & Finance). The most recent filings are registered to John J Kozol.
How many trademarks does HEADWATER WEALTH ADVISORS have at the USPTO?
WikiTrademarks tracks 1 USPTO trademark filings attributed to HEADWATER WEALTH ADVISORS. The brand has been actively filing since September 2025. The count updates daily as new filings are indexed from the USPTO bulk data feed.
In which NICE classes does HEADWATER WEALTH ADVISORS file most often?
HEADWATER WEALTH ADVISORS's most active class is NICE Class 36 (Insurance & Finance), with 1 filings. The full distribution across all 1 classes is shown in the Nice Class Distribution panel on this page.
Who owns the HEADWATER WEALTH ADVISORS trademark?
The most recent filings under the HEADWATER WEALTH ADVISORS mark are registered to John J Kozol. Trademark ownership can shift through assignments — see the Ownership & Assignment History section on this page for the full chain of title.
Is HEADWATER WEALTH ADVISORS expanding into new categories?
The current WikiTrademarks Expansion Score for HEADWATER WEALTH ADVISORS is 4 out of 100, which is low — the brand is focused on defending its existing categories rather than expanding. The score combines NICE class breadth, filing velocity, and the rate of cross-class movement from the brand's filing history.
How can I track new HEADWATER WEALTH ADVISORS trademark filings?
Click the Watch Brand button at the top of this page to add HEADWATER WEALTH ADVISORS to your Watchlist. New filings show up on your WikiTrademarks dashboard within 24 to 48 hours of being public, alongside any class expansions, status changes, or assignment events.
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