GENERATIONAL PLANNING FOR GENERATIONAL WEALTH Trademark
Trademark Overview
On Monday, February 17, 2025, a trademark application was filed for GENERATIONAL PLANNING FOR GENERATIONAL WEALTH with the United States Patent and Trademark Office. The USPTO has given the GENERATIONAL PLANNING FOR GENERATIONAL WEALTH trademark a serial number of 99043951. The federal status of this trademark filing is APPROVED FOR PUBLICATION as of Friday, January 9, 2026. The GENERATIONAL PLANNING FOR GENERATIONAL WEALTH trademark is filed in the Insurance & Financial Services category with the following description:
Financial services, namely, wealth management services; Providing information in the field of wealth management; Financial asset management; Investment services, namely, asset acquisition, consultation, development and management services; Investment advisory services; Investment risk assessment services; Global investment research services; Hedge fund investment services; Capital investment consulting; Investment consultancy; Financial planning; Financial planning consultation; Financial planning and investment advisory services; Providing information in the field of financial planning
General Information
| Serial Number | 99043951 |
| Word Mark | GENERATIONAL PLANNING FOR GENERATIONAL WEALTH |
| Filing Date | Monday, February 17, 2025 |
| Status | 680 - APPROVED FOR PUBLICATION |
| Status Date | Friday, January 9, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial services, namely, wealth management services; Providing information in the field of wealth management; Financial asset management; Investment services, namely, asset acquisition, consultation, development and management services; Investment advisory services; Investment risk assessment services; Global investment research services; Hedge fund investment services; Capital investment consulting; Investment consultancy; Financial planning; Financial planning consultation; Financial planning and investment advisory services; Providing information in the field of financial planning |
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, February 17, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, March 1, 2025 |
| First Use In Commerce Date | Thursday, May 1, 2025 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Mount Pleasant, SC 29464 |
Trademark Events
| Event Date | Event Description |
| Monday, February 17, 2025 | NEW APPLICATION ENTERED |
| Monday, February 17, 2025 | APPLICATION FILING RECEIPT MAILED |
| Monday, July 14, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, July 23, 2025 | ASSIGNED TO EXAMINER |
| Monday, August 11, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, August 11, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, August 11, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, November 11, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, November 11, 2025 | TEAS AMENDMENT OF USE RECEIVED |
| Tuesday, November 11, 2025 | USE AMENDMENT FILED |
| Tuesday, November 11, 2025 | AMENDMENT TO USE PROCESSING COMPLETE |
| Friday, January 9, 2026 | USE AMENDMENT ACCEPTED |
| Friday, January 9, 2026 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
