COLLECTIVE WEALTH PLANNING Trademark
Trademark Overview
On Wednesday, April 16, 2025, a trademark application was filed for COLLECTIVE WEALTH PLANNING with the United States Patent and Trademark Office. The USPTO has given the COLLECTIVE WEALTH PLANNING trademark a serial number of 99140731. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, April 16, 2025. This trademark is owned by Collective Wealth Planning, LLC. The COLLECTIVE WEALTH PLANNING trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; Investment of funds for others; Investment advice; Investment consultation; Investment management
General Information
| Serial Number | 99140731 |
| Word Mark | COLLECTIVE WEALTH PLANNING |
| Filing Date | Wednesday, April 16, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Wednesday, April 16, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial planning; Investment of funds for others; Investment advice; Investment consultation; Investment management |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, April 16, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, June 30, 2022 |
| First Use In Commerce Date | Thursday, June 30, 2022 |
Trademark Owner History
| Party Name | Collective Wealth Planning, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Salem, OR 97301 |
Trademark Events
| Event Date | Event Description |
| Wednesday, April 16, 2025 | NEW APPLICATION ENTERED |
| Wednesday, April 16, 2025 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, April 16, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
