PENN WEALTH PLANNING Trademark

Trademark Overview


On Wednesday, June 19, 2013, a trademark application was filed for PENN WEALTH PLANNING with the United States Patent and Trademark Office. The USPTO has given the PENN WEALTH PLANNING trademark a serial number of 85963673. The federal status of this trademark filing is REGISTERED AND RENEWED as of Monday, June 3, 2024. This trademark is owned by Penn Wealth Planning, LLC. The PENN WEALTH PLANNING trademark is filed in the Insurance & Financial Services category with the following description:

Advice relating to investments; estate planning; financial advice and consultancy services; financial asset management; financial investment brokerage; financial planning; insurance brokerage services; investment advice; and mutual fund advisory services
penn wealth planning

General Information


Serial Number85963673
Word MarkPENN WEALTH PLANNING
Filing DateWednesday, June 19, 2013
Status800 - REGISTERED AND RENEWED
Status DateMonday, June 3, 2024
Registration Number4497245
Registration DateTuesday, March 18, 2014
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 31, 2013

Trademark Statements


Goods and ServicesAdvice relating to investments; estate planning; financial advice and consultancy services; financial asset management; financial investment brokerage; financial planning; insurance brokerage services; investment advice; and mutual fund advisory services
NOT AVAILABLE"WEALTH PLANNING"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, June 28, 2013
Primary Code036
First Use Anywhere DateThursday, September 19, 2002
First Use In Commerce DateThursday, September 19, 2002

Trademark Owner History


Party NamePenn Wealth Planning, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressNew Hope, PA 18938

Party NamePenn Wealth Planning, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressNew Hope, PA 18938

Party NamePenn Wealth Planning, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressNew Hope, PA 18938

Trademark Events


Event DateEvent Description
Friday, June 28, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, September 27, 2013ASSIGNED TO EXAMINER
Wednesday, October 30, 2013TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, October 30, 2013CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, October 31, 2013TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, November 4, 2013APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, November 26, 2013LAW OFFICE PUBLICATION REVIEW COMPLETED
Saturday, June 22, 2013NEW APPLICATION ENTERED
Tuesday, October 1, 2013NON-FINAL ACTION WRITTEN
Tuesday, October 1, 2013NON-FINAL ACTION E-MAILED
Tuesday, October 1, 2013NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, November 25, 2013ASSIGNED TO LIE
Wednesday, December 11, 2013NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, December 31, 2013PUBLISHED FOR OPPOSITION
Monday, March 18, 2019COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, December 31, 2013OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, February 25, 2014TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, March 18, 2014REGISTERED-PRINCIPAL REGISTER
Tuesday, December 8, 2015TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, September 6, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, September 6, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, September 9, 2019TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, November 4, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, November 5, 2019NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Saturday, March 18, 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Monday, February 12, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, February 12, 2024TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, February 12, 2024APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, February 12, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, February 12, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, February 26, 2024TEAS SECTION 8 & 9 RECEIVED
Monday, September 9, 2019APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, September 25, 2019TEAS SECTION 8 & 15 RECEIVED
Wednesday, September 25, 2019TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, November 5, 2019REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Monday, June 3, 2024REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Monday, June 3, 2024REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Monday, June 3, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Monday, June 3, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL