SECURA FINANCIAL PLANNING & WEALTH MANAGEMENT Trademark

Trademark Overview


On Monday, January 6, 2025, a trademark application was filed for SECURA FINANCIAL PLANNING & WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the SECURA FINANCIAL PLANNING & WEALTH MANAGEMENT trademark a serial number of 98940120. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, January 6, 2025. This trademark is owned by Secura Financial, LLC. The SECURA FINANCIAL PLANNING & WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:

Providing a website featuring non-downloadable videos in the field of financial planning

Financial planning; Financial planning consultation; Financial planning for retirement; Financial advice, namely, budget planning; Insurance agency and brokerage; Insurance brokerage services; Insurance risk management; Investment advice; Investment advisory services; Investment brokerage; Investment by electronic means; Investment consultation; Investment management; Investment management of and distribution of annuities; Investment management services in the field of acquiring joint ventures; Investment of funds; Investment of funds for others; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; Accident insurance underwriting; Advice relating to investments; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Brokerage services for capital investments; Capital investment consultancy; Capital investment consulting; Capital investment se...
secura financial planning & wealth management

General Information


Serial Number98940120
Word MarkSECURA FINANCIAL PLANNING & WEALTH MANAGEMENT
Filing DateMonday, January 6, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateMonday, January 6, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing0 - NOT AVAILABLE
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesProviding a website featuring non-downloadable videos in the field of financial planning
Description of MarkThe mark consists of Gold compass on left of mark with tilt about 5 degrees. Circle with green S within the center of the compass. The right side includes green text "Secura" in large lettering and below that green text in smaller letters it says, "Financial Planning & Wealth Management". The background of the logo is white..
In Another Form StatementThe mark was first used anywhere in a different form other than that sought to be registered at least as early as 11/01/2019.
In Another Form StatementThe mark was first used in commerce in a different form other than that sought to be registered at least as early as 11/01/2019.
In Another Form StatementThe mark was first used in commerce in a different form other than that sought to be registered at least as early as 11/01/2019.
Goods and ServicesFinancial planning; Financial planning consultation; Financial planning for retirement; Financial advice, namely, budget planning; Insurance agency and brokerage; Insurance brokerage services; Insurance risk management; Investment advice; Investment advisory services; Investment brokerage; Investment by electronic means; Investment consultation; Investment management; Investment management of and distribution of annuities; Investment management services in the field of acquiring joint ventures; Investment of funds; Investment of funds for others; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; Accident insurance underwriting; Advice relating to investments; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Brokerage services for capital investments; Capital investment consultancy; Capital investment consulting; Capital investment services; Commodity investment advice; Equity capital investment; Financial investment brokerage; Financial investment brokerage services; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial retirement plan consulting services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consultancy relating to civil infrastructure investment; Financial evaluation for insurance purposes; Financial services in the nature of an investment security; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Fund investment consultation; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Hedge fund investment services; Life insurance brokerage; Life insurance underwriting; Mutual fund investment; Mutual funds and capital investment; Private equity fund investment services; Providing insurance information; Public equity investment management; Real estate investment consultancy; Real estate investment trust services; Real estate funds investment services
Indication of Colors claimedThe color(s) Green, Gold and White is/are claimed as a feature of the mark.
In Another Form StatementThe mark was first used anywhere in a different form other than that sought to be registered at least as early as 11/01/2019.

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, January 6, 2025
Primary Code036
First Use Anywhere DateFriday, November 1, 2019
First Use In Commerce DateFriday, November 1, 2019

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateMonday, January 6, 2025
Primary Code041
First Use Anywhere DateFriday, November 1, 2019
First Use In Commerce DateFriday, November 1, 2019

Trademark Owner History


Party NameSecura Financial, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressOrange, CA 92868

Trademark Events


Event DateEvent Description
Monday, January 6, 2025NEW APPLICATION ENTERED