ENVISION WEALTH PLANNERS Trademark

Trademark Overview

On Monday, September 22, 2025, a trademark application was filed for ENVISION WEALTH PLANNERS with the United States Patent and Trademark Office. The USPTO has given the ENVISION WEALTH PLANNERS trademark a serial number of 99405588. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Monday, February 9, 2026. This trademark is owned by Envision Financial Services & Asset Management, LLC. The ENVISION WEALTH PLANNERS trademark is filed in the Insurance & Financial Services category with the following description:

Financial advisory services
envision wealth planners

General Information

Serial Number99405588
Word MarkENVISION WEALTH PLANNERS
Filing DateMonday, September 22, 2025
Status681 - PUBLICATION/ISSUE REVIEW COMPLETE
Status DateMonday, February 9, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 3, 2026

Trademark Statements

Goods and ServicesFinancial advisory services
NOT AVAILABLE"WEALTH PLANNERS"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, September 22, 2025
Primary Code036
First Use Anywhere DateThursday, November 1, 2018
First Use In Commerce DateThursday, November 1, 2018

Trademark Owner History

Party NameEnvision Financial Services & Asset Management, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressMaitland, FL 32751
Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressMaitland, FL 32751

Trademark Events

Event DateEvent Description
Monday, September 22, 2025NEW APPLICATION ENTERED
Monday, September 22, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, September 22, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, September 22, 2025APPLICATION FILING RECEIPT MAILED
Thursday, January 29, 2026ASSIGNED TO EXAMINER
Tuesday, February 3, 2026EXAMINERS AMENDMENT -WRITTEN
Tuesday, February 3, 2026EXAMINERS AMENDMENT E-MAILED
Tuesday, February 3, 2026NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, February 3, 2026EXAMINER'S AMENDMENT ENTERED
Tuesday, February 3, 2026APPROVED FOR PUB - PRINCIPAL REGISTER

Related Keywords

planners wealth envision services advisory financial