INTEGRATED HEALTHCARE & FINANCIAL PLANNING Trademark

Trademark Overview


On Tuesday, March 18, 2025, a trademark application was filed for INTEGRATED HEALTHCARE & FINANCIAL PLANNING with the United States Patent and Trademark Office. The USPTO has given the INTEGRATED HEALTHCARE & FINANCIAL PLANNING trademark a serial number of 99089992. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, March 18, 2025. This trademark is owned by Health & Wealth Advisors, LLC. The INTEGRATED HEALTHCARE & FINANCIAL PLANNING trademark is filed in the Insurance & Financial Services category with the following description:

Financial consultancy and insurance consultancy; Health insurance underwriting; Insurance consultation; Long-term care insurance underwriting
integrated healthcare & financial planning

General Information


Serial Number99089992
Word MarkINTEGRATED HEALTHCARE & FINANCIAL PLANNING
Filing DateTuesday, March 18, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateTuesday, March 18, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFinancial consultancy and insurance consultancy; Health insurance underwriting; Insurance consultation; Long-term care insurance underwriting

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, March 18, 2025
Primary Code036
First Use Anywhere DateWednesday, April 1, 2015
First Use In Commerce DateWednesday, April 1, 2015

Trademark Owner History


Party NameHealth & Wealth Advisors, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressOrlando, FL 32835

Trademark Events


Event DateEvent Description
Tuesday, March 18, 2025NEW APPLICATION ENTERED
Tuesday, March 18, 2025APPLICATION FILING RECEIPT MAILED