PLANWELL PRIVATE WEALTH SERVICES Trademark
Trademark Overview
On Wednesday, April 29, 2026, a trademark application was filed for PLANWELL PRIVATE WEALTH SERVICES with the United States Patent and Trademark Office. The USPTO has given the PLANWELL PRIVATE WEALTH SERVICES trademark a serial number of 99794738. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, April 29, 2026. The PLANWELL PRIVATE WEALTH SERVICES trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial retirement plan consulting services; Financial planning consultation; Financial services, namely, wealth management services
General Information
| Serial Number | 99794738 |
| Word Mark | PLANWELL PRIVATE WEALTH SERVICES |
| Filing Date | Wednesday, April 29, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Wednesday, April 29, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Pseudo Mark | PLAN WELL PRIVATE WEALTH SERVICES |
| Description of Mark | The mark consists of an interlocking polygon. To the right of this figure is a vertical line, and to the right of the line are the stylized words PLANWELL above the stylized words PRIVATE WEALTH SERVICES. |
| Goods and Services | Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial retirement plan consulting services; Financial planning consultation; Financial services, namely, wealth management 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 | Wednesday, April 29, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, November 30, 2019 |
| First Use In Commerce Date | Saturday, November 30, 2019 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | San Antonio, TX 78232
US |
Trademark Events
| Event Date | Event Description |
| Wednesday, April 29, 2026 | NEW APPLICATION ENTERED |
| Wednesday, April 29, 2026 | APPLICATION FILING RECEIPT MAILED |
