POSITIVE PLANNING WEALTH ADVISORS LLC Trademark

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 PUBLISHED FOR OPPOSITION as of Tuesday, March 25, 2025. 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
positive planning wealth advisors llc

General Information


Serial Number98656094
Word MarkPOSITIVE PLANNING WEALTH ADVISORS LLC
Filing DateThursday, July 18, 2024
Status686 - PUBLISHED FOR OPPOSITION
Status DateTuesday, March 25, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 25, 2025

Trademark Statements


Goods and ServicesAnnuity 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
NOT AVAILABLE"PLANNING WEALTH ADVISORS LLC"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, July 18, 2024
Primary Code036
First Use Anywhere DateWednesday, January 24, 2024
First Use In Commerce DateWednesday, January 24, 2024

Trademark Owner History


Party NamePositive Planning Wealth Advisors LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressMidlothian, TX 76065

Party NamePositive Planning Wealth Advisors LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressMidlothian, TX 76065

Trademark Events


Event DateEvent Description
Friday, July 19, 2024NEW APPLICATION ENTERED
Wednesday, January 15, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, January 29, 2025ASSIGNED TO EXAMINER
Friday, February 7, 2025EXAMINERS AMENDMENT E-MAILED
Friday, February 7, 2025EXAMINER'S AMENDMENT ENTERED
Friday, February 7, 2025NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, February 21, 2025WITHDRAWN FROM PUB - SENIOR ATTORNEY REQUEST
Wednesday, March 19, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, March 25, 2025PUBLISHED FOR OPPOSITION
Tuesday, March 25, 2025OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Friday, February 7, 2025EXAMINERS AMENDMENT -WRITTEN
Friday, February 7, 2025APPROVED FOR PUB - PRINCIPAL REGISTER