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 PUBLICATION/ISSUE REVIEW COMPLETE as of Thursday, April 9, 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 | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Thursday, April 9, 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 | 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 |
