VERTICALLY INTEGRATED PLANNING Trademark
Trademark Overview
On Monday, August 29, 2022, a trademark application was filed for VERTICALLY INTEGRATED PLANNING with the United States Patent and Trademark Office. The USPTO has given the VERTICALLY INTEGRATED PLANNING trademark a serial number of 97569449. The federal status of this trademark filing is NEW APPLICATION - ASSIGNED TO EXAMINER as of Wednesday, June 14, 2023. This trademark is owned by Selective Wealth Management, Inc.. The VERTICALLY INTEGRATED PLANNING trademark is filed in the Insurance & Financial Services category with the following description:
Vertically Integrated Planning speaks to the process of ensuring that all elements of the financial planning process are coordinated with the right parties. This involves ensuring that accountants, lawyers, advisors, insurance agents, clients, and any other required party are in proper coordination and alignment
General Information
| Serial Number | 97569449 |
| Word Mark | VERTICALLY INTEGRATED PLANNING |
| Filing Date | Monday, August 29, 2022 |
| Status | 638 - NEW APPLICATION - ASSIGNED TO EXAMINER |
| Status Date | Wednesday, June 14, 2023 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Vertically Integrated Planning speaks to the process of ensuring that all elements of the financial planning process are coordinated with the right parties. This involves ensuring that accountants, lawyers, advisors, insurance agents, clients, and any other required party are in proper coordination and alignment |
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 | Thursday, September 15, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Selective Wealth Management, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Forest, VA 24551 |
Trademark Events
| Event Date | Event Description |
| Wednesday, June 14, 2023 | ASSIGNED TO EXAMINER |
| Thursday, September 15, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, September 1, 2022 | NEW APPLICATION ENTERED |
