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 - ASSIGNED TO EXAMINER as of Monday, August 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
General Information
| Serial Number | 99089992 |
| Word Mark | INTEGRATED HEALTHCARE & FINANCIAL PLANNING |
| Filing Date | Tuesday, March 18, 2025 |
| Status | 638 - NEW APPLICATION - ASSIGNED TO EXAMINER |
| Status Date | Monday, August 18, 2025 |
| 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
| Pseudo Mark | INTEGRATED HEALTHCARE AND FINANCIAL PLANNING |
| Goods and Services | Financial consultancy and insurance consultancy; Health insurance underwriting; Insurance consultation; Long-term care insurance underwriting |
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 | Tuesday, March 18, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, April 1, 2015 |
| First Use In Commerce Date | Wednesday, April 1, 2015 |
Trademark Owner History
| Party Name | Health & Wealth Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Orlando, FL 32835 |
Trademark Events
| Event Date | Event Description |
| Tuesday, March 18, 2025 | NEW APPLICATION ENTERED |
| Tuesday, March 18, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, August 5, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, August 18, 2025 | ASSIGNED TO EXAMINER |
