PURPOSE THROUGH PLANNING Trademark
Trademark Overview
On Saturday, May 11, 2024, a trademark application was filed for PURPOSE THROUGH PLANNING with the United States Patent and Trademark Office. The USPTO has given the PURPOSE THROUGH PLANNING trademark a serial number of 98545851. The federal status of this trademark filing is NOTICE OF ALLOWANCE - ISSUED as of Tuesday, February 18, 2025. This trademark is owned by Transcend Advisor Group LLC. The PURPOSE THROUGH PLANNING trademark is filed in the Insurance & Financial Services category with the following description:
Estate planning; Financial administration of employee pension plans; Financial administration of retirement plans; Financial advice; Financial advice relating to income tax; Financial advisory services; Financial asset management; Financial consultancy and insurance consultancy; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial planning; Financial planning and investment advisory services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial trust planning; Life insurance brokerage; On-line financial planning services
General Information
| Serial Number | 98545851 |
| Word Mark | PURPOSE THROUGH PLANNING |
| Filing Date | Saturday, May 11, 2024 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, February 18, 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 | Tuesday, December 24, 2024 |
Trademark Statements
| Goods and Services | Estate planning; Financial administration of employee pension plans; Financial administration of retirement plans; Financial advice; Financial advice relating to income tax; Financial advisory services; Financial asset management; Financial consultancy and insurance consultancy; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial planning; Financial planning and investment advisory services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial trust planning; Life insurance brokerage; On-line financial planning services |
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 | Saturday, May 11, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Transcend Advisor Group LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Milwaukee, WI 53202 |
| Party Name | Transcend Advisor Group LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Milwaukee, WI 53202 |
Trademark Events
| Event Date | Event Description |
| Saturday, May 11, 2024 | NEW APPLICATION ENTERED |
| Saturday, May 11, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, November 25, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, November 25, 2024 | ASSIGNED TO EXAMINER |
| Wednesday, December 18, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, December 24, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, December 24, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, February 18, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
