WHERE TAX STRATEGIES MEET WEALTH PLANNING Trademark
Trademark Overview
On Saturday, May 4, 2024, a trademark application was filed for WHERE TAX STRATEGIES MEET WEALTH PLANNING with the United States Patent and Trademark Office. The USPTO has given the WHERE TAX STRATEGIES MEET WEALTH PLANNING trademark a serial number of 98534229. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Sunday, May 5, 2024. This trademark is owned by Summit Wealth Strategies, LLC. The WHERE TAX STRATEGIES MEET WEALTH PLANNING trademark is filed in the Insurance & Financial Services category with the following description:
Financial legacy planning; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, wealth management services; Insurance and financial information and consultancy services; Providing information in the field of financial planning; Providing information in the field of wealth management; and Providing information regarding financial investment strategies
General Information
| Serial Number | 98534229 |
| Word Mark | WHERE TAX STRATEGIES MEET WEALTH PLANNING |
| Filing Date | Saturday, May 4, 2024 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Sunday, May 5, 2024 |
| 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 legacy planning; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, wealth management services; Insurance and financial information and consultancy services; Providing information in the field of financial planning; Providing information in the field of wealth management; and Providing information regarding financial investment strategies |
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 | Saturday, May 4, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, September 15, 2020 |
| First Use In Commerce Date | Tuesday, September 15, 2020 |
Trademark Owner History
| Party Name | Summit Wealth Strategies, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Denver, CO 80246 |
Trademark Events
| Event Date | Event Description |
| Sunday, May 5, 2024 | NEW APPLICATION ENTERED |
