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 NON-FINAL ACTION - MAILED as of Thursday, September 25, 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 | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Thursday, September 25, 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 |
| Monday, September 22, 2025 | ASSIGNED TO EXAMINER |
| Thursday, September 25, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, September 25, 2025 | NON-FINAL ACTION WRITTEN |
| Thursday, September 25, 2025 | NON-FINAL ACTION E-MAILED |
