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 RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Tuesday, April 28, 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 | 661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED |
| Status Date | Tuesday, April 28, 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 | NOT AVAILABLE |
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 | 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 |
