EXECUTIVE WEALTH PLANNING Trademark
Trademark Overview
On Thursday, April 3, 2025, a trademark application was filed for EXECUTIVE WEALTH PLANNING with the United States Patent and Trademark Office. The USPTO has given the EXECUTIVE WEALTH PLANNING trademark a serial number of 99119928. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Wednesday, September 3, 2025. The EXECUTIVE WEALTH PLANNING trademark is filed in the Insurance & Financial Services category with the following description:
Financial asset management; Broker-dealer financial services in the field of wealth planning and management in order to facilitate securities transactions
General Information
| Serial Number | 99119928 |
| Word Mark | EXECUTIVE WEALTH PLANNING |
| Filing Date | Thursday, April 3, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Wednesday, September 3, 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 | NOT AVAILABLE |
Trademark Statements
| Description of Mark | The mark consists of a black outlined box, inside the box text, Executive Wealth Planning is displayed in black and orange font. |
| Goods and Services | Financial asset management; Broker-dealer financial services in the field of wealth planning and management in order to facilitate securities transactions |
| Indication of Colors claimed | The color(s) orange and black 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 | Thursday, April 3, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, February 15, 2015 |
| First Use In Commerce Date | Saturday, April 16, 2022 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Lakewood, CO 80215 |
Trademark Events
| Event Date | Event Description |
| Thursday, April 3, 2025 | NEW APPLICATION ENTERED |
| Thursday, April 3, 2025 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, September 3, 2025 | NON-FINAL ACTION E-MAILED |
| Wednesday, September 3, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, August 15, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, August 15, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, September 2, 2025 | ASSIGNED TO EXAMINER |
| Wednesday, September 3, 2025 | NON-FINAL ACTION WRITTEN |
