COMPASS PLAN WEALTH STRATEGIES Trademark
Trademark Overview
On Thursday, September 25, 2025, a trademark application was filed for COMPASS PLAN WEALTH STRATEGIES with the United States Patent and Trademark Office. The USPTO has given the COMPASS PLAN WEALTH STRATEGIES trademark a serial number of 99412428. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, April 7, 2026. The COMPASS PLAN WEALTH STRATEGIES trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning and investment advisory services
General Information
| Serial Number | 99412428 |
| Word Mark | COMPASS PLAN WEALTH STRATEGIES |
| Filing Date | Thursday, September 25, 2025 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, April 7, 2026 |
| 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 | Tuesday, April 7, 2026 |
Trademark Statements
| NOT AVAILABLE | "PLAN WEALTH STRATEGIES" |
| Goods and Services | Financial planning and investment advisory services |
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 | Thursday, September 25, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | Sugar Land, TX 77478
US |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | MISSOURI CITY, TX 77459
US |
Trademark Events
| Event Date | Event Description |
| Thursday, September 25, 2025 | NEW APPLICATION ENTERED |
| Thursday, September 25, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, September 25, 2025 | APPLICATION FILING RECEIPT MAILED |
| Monday, February 2, 2026 | ASSIGNED TO EXAMINER |
| Monday, February 9, 2026 | NON-FINAL ACTION WRITTEN |
| Monday, February 9, 2026 | NON-FINAL ACTION E-MAILED |
| Monday, February 9, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, March 12, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, March 12, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, March 12, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, March 13, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 1, 2026 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 7, 2026 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 7, 2026 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Thursday, April 16, 2026 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Thursday, April 16, 2026 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Thursday, April 16, 2026 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
