| Serial Number | 98656094 |
| Word Mark | POSITIVE PLANNING WEALTH ADVISORS LLC |
| Filing Date | Thursday, July 18, 2024 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 13, 2025 |
| Registration Number | 7791552 |
| Registration Date | Tuesday, May 13, 2025 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 25, 2025 |
| Goods and Services | 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 |
| NOT AVAILABLE | "PLANNING WEALTH ADVISORS LLC" |
| 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 | Thursday, July 18, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, January 24, 2024 |
| First Use In Commerce Date | Wednesday, January 24, 2024 |
| Party Name | Positive Planning Wealth Advisors LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Midlothian, TX 76065 |
| Party Name | Positive Planning Wealth Advisors LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Midlothian, TX 76065 |
| Party Name | Positive Planning Wealth Advisors LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Midlothian, TX 76065 |
| Event Date | Event Description |
| Friday, July 19, 2024 | NEW APPLICATION ENTERED |
| Wednesday, January 15, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, January 29, 2025 | ASSIGNED TO EXAMINER |
| Friday, February 7, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Friday, February 7, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, February 7, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Friday, February 7, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, February 7, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, February 21, 2025 | WITHDRAWN FROM PUB - SENIOR ATTORNEY REQUEST |
| Wednesday, March 19, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 25, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 25, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 13, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 13, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |