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 NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, April 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
executive wealth planning

General Information


Serial Number99119928
Word MarkEXECUTIVE WEALTH PLANNING
Filing DateThursday, April 3, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateThursday, April 3, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing0 - NOT AVAILABLE
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Description of MarkThe mark consists of a black outlined box, inside the box text, Executive Wealth Planning is displayed in black and orange font.
Goods and ServicesFinancial asset management; Broker-dealer financial services in the field of wealth planning and management in order to facilitate securities transactions
Indication of Colors claimedThe color(s) orange black is/are claimed as a feature of the mark.

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, April 3, 2025
Primary Code036
First Use Anywhere DateSunday, February 15, 2015
First Use In Commerce DateSaturday, April 16, 2022

Trademark Owner History


Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressLakewood, CO 80215

Trademark Events


Event DateEvent Description
Thursday, April 3, 2025NEW APPLICATION ENTERED
Thursday, April 3, 2025APPLICATION FILING RECEIPT MAILED