PREFERRED INVESTMENT PARTNERSHIP Trademark
Trademark Overview
On Monday, April 21, 2025, a trademark application was filed for PREFERRED INVESTMENT PARTNERSHIP with the United States Patent and Trademark Office. The USPTO has given the PREFERRED INVESTMENT PARTNERSHIP trademark a serial number of 99146555. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Friday, September 12, 2025. This trademark is owned by Thomas Kelly LLC. The PREFERRED INVESTMENT PARTNERSHIP trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; Financial planning consultation; Providing information in the field of wealth management; Financial planning, namely, providing financial plans which structurally amplify the growth of Roth IRAs and other tax-advantaged accounts
General Information
| Serial Number | 99146555 |
| Word Mark | PREFERRED INVESTMENT PARTNERSHIP |
| Filing Date | Monday, April 21, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Friday, September 12, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial planning; Financial planning consultation; Providing information in the field of wealth management; Financial planning, namely, providing financial plans which structurally amplify the growth of Roth IRAs and other tax-advantaged accounts |
Classification Information
| 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 | Monday, April 21, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Thomas Kelly LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | College Grove, TN 37046 |
Trademark Events
| Event Date | Event Description |
| Monday, April 21, 2025 | NEW APPLICATION ENTERED |
| Monday, April 21, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, April 21, 2025 | APPLICATION FILING RECEIPT MAILED |
| Friday, September 12, 2025 | ASSIGNED TO EXAMINER |
| Friday, September 12, 2025 | NON-FINAL ACTION WRITTEN |
| Friday, September 12, 2025 | NON-FINAL ACTION E-MAILED |
| Friday, September 12, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, December 10, 2025 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Wednesday, December 10, 2025 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
