PRESERVE PERSONAL ASSESSMENT Trademark
Trademark Overview
On Friday, October 31, 2025, a trademark application was filed for PRESERVE PERSONAL ASSESSMENT with the United States Patent and Trademark Office. The USPTO has given the PRESERVE PERSONAL ASSESSMENT trademark a serial number of 99472674. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, July 7, 2026. This trademark is owned by Preserve Private Wealth. The PRESERVE PERSONAL ASSESSMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial advisory services
General Information
| Serial Number | 99472674 |
| Word Mark | PRESERVE PERSONAL ASSESSMENT |
| Filing Date | Friday, October 31, 2025 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, July 7, 2026 |
| 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 | Tuesday, July 7, 2026 |
Trademark Statements
| Goods and Services | Financial advisory services |
| NOT AVAILABLE | “PERSONAL ASSESSMENT" |
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 | Friday, October 31, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, October 17, 2025 |
| First Use In Commerce Date | Friday, October 17, 2025 |
Trademark Owner History
| Party Name | Preserve Private Wealth |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Bethesda, MD 20814
US |
| Party Name | Preserve Private Wealth |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Bethesda, MD 20814
US |
Trademark Events
| Event Date | Event Description |
| Friday, October 31, 2025 | NEW APPLICATION ENTERED |
| Friday, October 31, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, October 31, 2025 | APPLICATION FILING RECEIPT MAILED |
| Monday, March 16, 2026 | ASSIGNED TO EXAMINER |
| Monday, April 27, 2026 | EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED |
| Monday, April 27, 2026 | COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY |
| Monday, April 27, 2026 | EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Monday, April 27, 2026 | NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Tuesday, April 28, 2026 | ASSIGNED TO LIE |
| Tuesday, April 28, 2026 | COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION ENTERED |
| Tuesday, April 28, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, April 28, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, April 28, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, June 8, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 1, 2026 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 7, 2026 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 7, 2026 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
