PLANNING THOUGHTFULLY, INVESTING WISELY Trademark
Trademark Overview
On Monday, November 17, 2025, a trademark application was filed for PLANNING THOUGHTFULLY, INVESTING WISELY with the United States Patent and Trademark Office. The USPTO has given the PLANNING THOUGHTFULLY, INVESTING WISELY trademark a serial number of 99500339. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, April 28, 2026. This trademark is owned by Element Point Advisors, LLC. The PLANNING THOUGHTFULLY, INVESTING WISELY trademark is filed in the Insurance & Financial Services category with the following description:
Wealth management and investment advisory services
General Information
| Serial Number | 99500339 |
| Word Mark | PLANNING THOUGHTFULLY, INVESTING WISELY |
| Filing Date | Monday, November 17, 2025 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, April 28, 2026 |
| 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 | Tuesday, April 28, 2026 |
Trademark Statements
| Pseudo Mark | PLANNING THOUGHTFULLY INVESTING WISELY |
| Goods and Services | Wealth management and investment advisory services |
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, November 17, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Element Point Advisors, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Miami, FL 33131
US |
| Party Name | Element Point Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Miami, FL 33131
US |
Trademark Events
| Event Date | Event Description |
| Monday, November 17, 2025 | NEW APPLICATION ENTERED |
| Monday, November 17, 2025 | APPLICATION FILING RECEIPT MAILED |
| Thursday, March 19, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, March 24, 2026 | ASSIGNED TO EXAMINER |
| Wednesday, April 1, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 22, 2026 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 28, 2026 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 28, 2026 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
