WEALTH PLANNING FOR THE WE GENERATION Trademark
Trademark Overview
On Tuesday, November 14, 2023, a trademark application was filed for WEALTH PLANNING FOR THE WE GENERATION with the United States Patent and Trademark Office. The USPTO has given the WEALTH PLANNING FOR THE WE GENERATION trademark a serial number of 98269829. The federal status of this trademark filing is REGISTERED as of Tuesday, May 14, 2024. This trademark is owned by Reflective Wealth Planning, LLC. The WEALTH PLANNING FOR THE WE GENERATION trademark is filed in the Insurance & Financial Services category with the following description:
Financial advisory and consultancy services; financial planning; financial information and advisory services; financial planning and investment advisory services; wealth planning, namely, financial planning, investment advice, financial advice relating to income tax, and estate planning
General Information
| Serial Number | 98269829 |
| Word Mark | WEALTH PLANNING FOR THE WE GENERATION |
| Filing Date | Tuesday, November 14, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 14, 2024 |
| Registration Number | 7389901 |
| Registration Date | Tuesday, May 14, 2024 |
| 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 advisory and consultancy services; financial planning; financial information and advisory services; financial planning and investment advisory services; wealth planning, namely, financial planning, investment advice, financial advice relating to income tax, and estate planning |
| NOT AVAILABLE | "WEALTH 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 | Tuesday, December 19, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, November 13, 2023 |
| First Use In Commerce Date | Monday, November 13, 2023 |
Trademark Owner History
| Party Name | Reflective Wealth Planning, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Dallas, TX 75201 |
| Party Name | Reflective Wealth Planning, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Dallas, TX 75201 |
Trademark Events
| Event Date | Event Description |
| Friday, November 17, 2023 | NEW APPLICATION ENTERED |
| Tuesday, December 19, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, March 26, 2024 | ASSIGNED TO EXAMINER |
| Monday, April 1, 2024 | NON-FINAL ACTION E-MAILED |
| Monday, April 1, 2024 | NON-FINAL ACTION WRITTEN |
| Monday, April 1, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, April 8, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, April 8, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, April 8, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, April 8, 2024 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Tuesday, May 14, 2024 | REGISTERED-SUPPLEMENTAL REGISTER |
| Tuesday, May 14, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
