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 PUBLICATION/ISSUE REVIEW COMPLETE as of Wednesday, December 10, 2025. This trademark is owned by Elevate Financial Planning and Wealth Management. 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 | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Wednesday, December 10, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, December 30, 2025 |
Trademark Statements
| Pseudo Mark | ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT |
| Goods and Services | Financial planning; Financial wealth management services |
| Indication of Colors claimed | The color(s) Green and Grey is/are claimed as a feature of the mark. |
| Description of Mark | The mark consists of a green triangle with the right angle broken and facing inward. To the right of the design is the word ELEVATE, and underneath is the wording "FINANCIAL PLANNING & WEALTH MANAGEMENT". All of the wording is gray. |
| NOT AVAILABLE | FINANCIAL PLANNING & WEALTH 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 | 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 | Elevate Financial Planning and Wealth Management |
| 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 |
| Wednesday, October 8, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, October 8, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, October 21, 2025 | ASSIGNED TO EXAMINER |
| Friday, October 24, 2025 | NON-FINAL ACTION WRITTEN |
| Friday, October 24, 2025 | NON-FINAL ACTION E-MAILED |
| Friday, October 24, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, November 4, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, November 4, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, November 4, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, December 3, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, December 24, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
