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 PUBLISHED FOR OPPOSITION as of Tuesday, December 24, 2024. 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 | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, December 24, 2024 |
| 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 |
