VERTICALLY INTEGRATED PLANNING Trademark
Trademark Overview
On Wednesday, November 5, 2025, 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 99480458. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, November 5, 2025. 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:
Financial planning
General Information
| Serial Number | 99480458 |
| Word Mark | VERTICALLY INTEGRATED PLANNING |
| Filing Date | Wednesday, November 5, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Wednesday, November 5, 2025 |
| 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 planning |
| NOT AVAILABLE | "“planning” and “vertically integrated” and “integrated planning” and “integrated”" |
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 | Wednesday, November 5, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, May 31, 2021 |
| First Use In Commerce Date | Saturday, February 12, 2022 |
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, November 5, 2025 | NEW APPLICATION ENTERED |
| Wednesday, November 5, 2025 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, November 5, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
