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 APPROVED FOR PUBLICATION as of Friday, March 13, 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 | 680 - APPROVED FOR PUBLICATION |
| Status Date | Friday, March 13, 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 | NOT AVAILABLE |
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 | 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 |
