ELEVATE FINANCIAL PLANNING & WEALTH MANAGEMENT Trademark
Trademark Overview
On Monday, June 2, 2025, a trademark application was filed for ELEVATE FINANCIAL PLANNING & WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the ELEVATE FINANCIAL PLANNING & WEALTH MANAGEMENT trademark a serial number of 99213468. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, June 2, 2025. This trademark is owned by Jonathan Colquitt. The ELEVATE FINANCIAL PLANNING & WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; Financial wealth management services
General Information
| Serial Number | 99213468 |
| Word Mark | ELEVATE FINANCIAL PLANNING & WEALTH MANAGEMENT |
| Filing Date | Monday, June 2, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Monday, June 2, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 0 - NOT AVAILABLE |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Description of Mark | The mark consists of a green triangle style shape with a break in the line on the right side towards the inside of the triangle. Each line ends with an angled cut leading to a point. There is a gap between the line breaking into the triangle shape and the start of the line on the bottom right. |
| Goods and Services | Financial planning; Financial wealth management services |
| Indication of Colors claimed | The color(s) Green, Grey is/are claimed as a feature of the mark. |
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 | Monday, June 2, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, September 1, 2023 |
| First Use In Commerce Date | Friday, September 1, 2023 |
Trademark Owner History
| Party Name | Jonathan Colquitt |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Saint Petersburg, FL 33701 |
Trademark Events
| Event Date | Event Description |
| Monday, June 2, 2025 | NEW APPLICATION ENTERED |
| Monday, June 2, 2025 | APPLICATION FILING RECEIPT MAILED |
