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 NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, November 17, 2025. 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 | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Monday, November 17, 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 | 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 |
Trademark Events
| Event Date | Event Description |
| Monday, November 17, 2025 | NEW APPLICATION ENTERED |
| Monday, November 17, 2025 | APPLICATION FILING RECEIPT MAILED |
