| Serial Number | 99598777 |
| Word Mark | SPECIAL NEEDS PLANNING MADE SIMPLE |
| Filing Date | Friday, January 16, 2026 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, July 21, 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 | Tuesday, July 21, 2026 |
| Goods and Services | Financial advisory and consultancy services, namely, creating financial plans, preserving government benefits in the nature of financial planning and asset arrangement services designed to maintain eligibility for government assistance programs for individuals with disabilities, financial asset management in the nature of structuring financial assets for long-term care, financial trust planning for medical care needs of people with disabilities, and estate planning for people with disabilities |
| Goods and Services | Education services, namely, providing online courses of instruction, providing speaking engagements in the nature of live presentations by educational speakers, conducting of conferences, providing instruction and providing facilitation in the nature of tutoring, all in the field of financial planning for people with disabilities |
| 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, January 16, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, January 16, 2026 |
| Primary Code | 041 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | RISE Wealth Resources, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Sioux Falls, SD 57108 US |
| Party Name | RISE Wealth Resources, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Sioux Falls, SD 57108 US |
| Event Date | Event Description |
| Friday, January 16, 2026 | NEW APPLICATION ENTERED |
| Friday, January 16, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, January 16, 2026 | APPLICATION FILING RECEIPT MAILED |
| Thursday, May 14, 2026 | ASSIGNED TO EXAMINER |
| Thursday, May 21, 2026 | NON-FINAL ACTION WRITTEN |
| Thursday, May 21, 2026 | NON-FINAL ACTION E-MAILED |
| Thursday, May 21, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, June 23, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, June 23, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, June 23, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, June 24, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 15, 2026 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 21, 2026 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 21, 2026 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |