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 - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, May 3, 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 | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, May 3, 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 |
