| Serial Number | 98532512 |
| Word Mark | SWP |
| Filing Date | Friday, May 3, 2024 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, March 4, 2025 |
| Registration Number | 7711608 |
| Registration Date | Tuesday, March 4, 2025 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, January 14, 2025 |
| Description of Mark | The mark consists of the following: a navy blue circular SWP logo. |
| Pseudo Mark | SUCCESSION WEALTH PLANNING |
| Goods and Services | Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning |
| Indication of Colors claimed | The color(s) Blue is/are claimed as a feature of the mark. |
| 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 |
| Party Name | Succession Wealth Planning, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Lexington, KY 40513 |
| Party Name | Succession Wealth Planning, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Lexington, KY 40513 |
| Party Name | Succession Wealth Planning, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Lexington, KY 40513 |
| Event Date | Event Description |
| Friday, May 3, 2024 | NEW APPLICATION ENTERED |
| Wednesday, October 30, 2024 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, October 30, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, November 19, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, November 18, 2024 | ASSIGNED TO EXAMINER |
| Tuesday, November 19, 2024 | NON-FINAL ACTION WRITTEN |
| Tuesday, November 19, 2024 | NON-FINAL ACTION E-MAILED |
| Thursday, December 19, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, December 19, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, December 19, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, December 20, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, January 8, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, January 14, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, January 14, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 4, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, March 4, 2025 | REGISTERED-PRINCIPAL REGISTER |