SUCCESSION WEALTH PLANNING Trademark
Trademark Overview
On Friday, May 3, 2024, a trademark application was filed for SUCCESSION WEALTH PLANNING with the United States Patent and Trademark Office. The USPTO has given the SUCCESSION WEALTH PLANNING trademark a serial number of 98532353. The federal status of this trademark filing is NEW APPLICATION - ASSIGNED TO EXAMINER as of Monday, November 18, 2024. This trademark is owned by Succession Wealth Planning, LLC. The SUCCESSION WEALTH PLANNING trademark is filed in the Insurance & Financial Services category with the following description:
Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning
General Information
| Serial Number | 98532353 |
| Word Mark | SUCCESSION WEALTH PLANNING |
| Filing Date | Friday, May 3, 2024 |
| Status | 638 - NEW APPLICATION - ASSIGNED TO EXAMINER |
| Status Date | Monday, November 18, 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 | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning |
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 | Friday, May 3, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, August 1, 2021 |
| First Use In Commerce Date | Sunday, August 1, 2021 |
Trademark Owner History
| Party Name | Succession Wealth Planning, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Lexington, KY 40513 |
Trademark Events
| Event Date | Event Description |
| Friday, May 3, 2024 | NEW APPLICATION ENTERED |
| Friday, May 3, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, November 18, 2024 | ASSIGNED TO EXAMINER |
