| Serial Number | 98927092 |
| Word Mark | POSITIVE PLANNING WEALTH ADVISORS LLC |
| Filing Date | Sunday, December 29, 2024 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 13, 2025 |
| Registration Number | 7795505 |
| Registration Date | Tuesday, May 13, 2025 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, March 25, 2025 |
| Description of Mark | The mark consists of an abstract flourish design containing two leaves with stems to the left of a vertical line and the wording "POSITIVE PLANNING WEALTH ADVISORS LLC" in stylized lettering. |
| In Another Form Statement | The mark was first used in commerce in a different form other than that sought to be registered at least as early as 01/24/2024. |
| 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 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "PLANNING WEALTH ADVISORS LLC" |
| In Another Form Statement | The mark was first used anywhere in a different form other than that sought to be registered at least as early as 01/24/2024. |
| 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 | Sunday, December 29, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, February 29, 2024 |
| First Use In Commerce Date | Thursday, February 29, 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, February 7, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, February 7, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, February 10, 2025 | ASSIGNED TO EXAMINER |
| Sunday, December 29, 2024 | NEW APPLICATION ENTERED |
| Friday, February 28, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Friday, February 28, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, February 28, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, February 28, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 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 |
| Friday, February 28, 2025 | EXAMINER'S AMENDMENT ENTERED |