POSITIVE PLANNING WEALTH ADVISORS LLC Trademark

Trademark Overview

On Sunday, December 29, 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 98927113. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Sunday, December 29, 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
positive planning wealth advisors llc

General Information

Serial Number98927113
Word MarkPOSITIVE PLANNING WEALTH ADVISORS LLC
Filing DateSunday, December 29, 2024
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateSunday, December 29, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing0 - NOT AVAILABLE
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Description of MarkThe 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 StatementThe 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 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
Indication of Colors claimedColor is not claimed as a feature of the mark.
In Another Form StatementThe mark was first used anywhere in a different form other than that sought to be registered at least as early as 01/24/2024.

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSunday, December 29, 2024
Primary Code036
First Use Anywhere DateThursday, February 29, 2024
First Use In Commerce DateThursday, February 29, 2024

Trademark Owner History

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

Trademark Events

Event DateEvent Description
Sunday, December 29, 2024NEW APPLICATION ENTERED

Related Keywords

advisors wealth planning positive financial services namely investment consulting management account rebalancing