| Serial Number | 98927113 |
| Word Mark | POSITIVE PLANNING WEALTH ADVISORS LLC |
| Filing Date | Sunday, December 29, 2024 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, March 25, 2025 |
| 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 | Tuesday, March 25, 2025 |
| Description of Mark | The mark consists of a circle design with the wording "POSITIVE PLANNING" creating the top half of the circle, the wording "WEALTH ADVISORS LLC" creating the bottom half of the circle, and two small circular dots separating the sets of words on the right and left sides. Inside the circle is an abstract flourish design having two leaves with stems. |
| 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 | 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 |
| Sunday, December 29, 2024 | NEW APPLICATION ENTERED |
| 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 |
| Friday, February 28, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, February 28, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Friday, February 28, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Friday, February 28, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| 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 |