WEALTHPLAN Trademark

Trademark Overview

On Tuesday, January 13, 2026, a trademark application was filed for WEALTHPLAN with the United States Patent and Trademark Office. The USPTO has given the WEALTHPLAN trademark a serial number of 99592606. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, January 13, 2026. This trademark is owned by WealthPlan Trading LLC. The WEALTHPLAN trademark is filed in the Education & Entertainment Services category with the following description:

Education services, namely, providing mentoring, tutoring, classes, seminars and workshops in the field of financial literacy and self-directed investing.
wealthplan

General Information

Serial Number99592606
Word MarkWEALTHPLAN
Filing DateTuesday, January 13, 2026
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateTuesday, January 13, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesEducation services, namely, providing mentoring, tutoring, classes, seminars and workshops in the field of financial literacy and self-directed investing.

Classification Information

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateTuesday, January 13, 2026
Primary Code041
First Use Anywhere DateTuesday, February 23, 2021
First Use In Commerce DateTuesday, February 23, 2021

Trademark Owner History

Party NameWealthPlan Trading LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressNew York, NY 10003

Trademark Events

Event DateEvent Description
Tuesday, January 13, 2026NEW APPLICATION ENTERED
Tuesday, January 13, 2026APPLICATION FILING RECEIPT MAILED

Related Keywords

wealthplan financial field literacy self investing directed workshops seminars namely services