Trademark Overview
On Thursday, July 18, 2024, a trademark application was filed for POSITIVE PLANNING WEALTH ADVISORS LLC with the United States Patent and Trademark Office. The USPTO has given the POSITIVE PLANNING WEALTH ADVISORS LLC trademark a serial number of 98656094. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, July 19, 2024. This trademark is owned by Positive Planning Wealth Advisors LLC. The POSITIVE PLANNING WEALTH ADVISORS LLC trademark is filed in the Insurance & Financial Services category with the following description:
Annuity services, namely, account and investment administration; Estate planning; Financial advice relating to tax; Financial consulting; Financial planning; Financial retirement plan consulting services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, wealth management services; Insurance consultancy; Providing information regarding financial investment strategies
