SMART PLANNING MADE SIMPLE Trademark
Trademark Overview
On Wednesday, June 25, 2025, a trademark application was filed for SMART PLANNING MADE SIMPLE with the United States Patent and Trademark Office. The USPTO has given the SMART PLANNING MADE SIMPLE trademark a serial number of 99251573. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, June 25, 2025. This trademark is owned by Spirit West Certified Planning. The SMART PLANNING MADE SIMPLE trademark is filed in the Insurance & Financial Services category with the following description:
Estate planning; Financial advisory and consultancy services
General Information
| Serial Number | 99251573 |
| Word Mark | SMART PLANNING MADE SIMPLE |
| Filing Date | Wednesday, June 25, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Wednesday, June 25, 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 | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Estate planning; Financial advisory and consultancy 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 | Wednesday, June 25, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, January 5, 2014 |
| First Use In Commerce Date | Sunday, January 5, 2014 |
Trademark Owner History
| Party Name | Spirit West Certified Planning |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Scottsdale, AZ 85250 |
Trademark Events
| Event Date | Event Description |
| Wednesday, June 25, 2025 | NEW APPLICATION ENTERED |
| Wednesday, June 25, 2025 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, June 25, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
