PLAN WITH PURPOSE Trademark
Trademark Overview
On Monday, May 5, 2025, a trademark application was filed for PLAN WITH PURPOSE with the United States Patent and Trademark Office. The USPTO has given the PLAN WITH PURPOSE trademark a serial number of 99170334. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, May 5, 2025. This trademark is owned by Prestige Wealth Management, Inc.. The PLAN WITH PURPOSE trademark is filed in the Insurance & Financial Services category with the following description:
Strategic financial advisory services; Providing financial advisory services; Investment advice
General Information
| Serial Number | 99170334 |
| Word Mark | PLAN WITH PURPOSE |
| Filing Date | Monday, May 5, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Monday, May 5, 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
| Goods and Services | Strategic financial advisory services; Providing financial advisory services; Investment advice |
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, May 5, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Prestige Wealth Management, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Southlake, TX 76092 |
Trademark Events
| Event Date | Event Description |
| Monday, May 5, 2025 | NEW APPLICATION ENTERED |
| Monday, May 5, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, May 5, 2025 | APPLICATION FILING RECEIPT MAILED |
