PRECISION WEALTH PLANNING FOR THE FUTURE Trademark

Trademark Overview


On Wednesday, September 22, 2021, a trademark application was filed for PRECISION WEALTH PLANNING FOR THE FUTURE with the United States Patent and Trademark Office. The USPTO has given the PRECISION WEALTH PLANNING FOR THE FUTURE trademark a serial number of 97040242. The federal status of this trademark filing is REGISTERED as of Tuesday, October 18, 2022. This trademark is owned by RK Bahe & Associates, LLC. The PRECISION WEALTH PLANNING FOR THE FUTURE trademark is filed in the Insurance & Financial Services category with the following description:

Financial advice; Financial advice and consultancy services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Insurance services, namely, providing independent scoring service related to existing medical services in a specific geographic region for insurance evaluation purposes; Insurance services, namely, underwriting, issuance and administration of life, health insurance; Insurance brokerage services; Insurance carrier services; Insurance underwriting services for all types of insurance; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information, commentary and advice in the field of finance, financial invest...
precision wealth planning for the future

General Information


Serial Number97040242
Word MarkPRECISION WEALTH PLANNING FOR THE FUTURE
Filing DateWednesday, September 22, 2021
Status700 - REGISTERED
Status DateTuesday, October 18, 2022
Registration Number6877104
Registration DateTuesday, October 18, 2022
Mark Drawing3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, August 2, 2022

Trademark Statements


Description of MarkThe mark consists of the word "PRECISION" in black with "O" in the form of a compass in black, white and gold, the word "WEALTH" in gold is underneath "PRECISION", and the wording "PLANNING FOR THE FUTURE" in gold is below "WEALTH" being separated by a black horizontal line.
Goods and ServicesFinancial advice; Financial advice and consultancy services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Insurance services, namely, providing independent scoring service related to existing medical services in a specific geographic region for insurance evaluation purposes; Insurance services, namely, underwriting, issuance and administration of life, health insurance; Insurance brokerage services; Insurance carrier services; Insurance underwriting services for all types of insurance; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations
Indication of Colors claimedThe color(s) black, gold, and white is/are claimed as a feature of the mark.
Disclaimer with Predetermined Text"WEALTH" AND "PLANNING FOR THE FUTURE"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, October 25, 2021
Primary Code036
First Use Anywhere DateThursday, May 20, 2021
First Use In Commerce DateThursday, May 20, 2021

Trademark Owner History


Party NameRK Bahe & Associates, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressColby, KS 67701

Party NameRK Bahe & Associates, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressColby, KS 67701

Party NameRK Bahe & Associates, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressColby, KS 67701

Trademark Events


Event DateEvent Description
Monday, July 24, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, July 24, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, July 24, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, October 18, 2022NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, October 18, 2022REGISTERED-PRINCIPAL REGISTER
Tuesday, August 2, 2022OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, August 2, 2022PUBLISHED FOR OPPOSITION
Wednesday, July 13, 2022NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, June 27, 2022APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, June 27, 2022EXAMINER'S AMENDMENT ENTERED
Monday, June 27, 2022NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, June 27, 2022EXAMINERS AMENDMENT E-MAILED
Monday, June 27, 2022EXAMINERS AMENDMENT -WRITTEN
Thursday, June 23, 2022ASSIGNED TO EXAMINER
Tuesday, October 26, 2021NOTICE OF DESIGN SEARCH CODE E-MAILED
Monday, October 25, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, September 25, 2021NEW APPLICATION ENTERED