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 REGISTERED as of Tuesday, February 4, 2025. 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 | 700 - REGISTERED |
| Status Date | Tuesday, February 4, 2025 |
| Registration Number | 7678716 |
| Registration Date | Tuesday, February 4, 2025 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, December 17, 2024 |
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 | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Denver, CO 80246 |
| Party Name | Summit Wealth Strategies, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Denver, CO 80246 |
| 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 |
| Friday, November 1, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, November 20, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, November 19, 2024 | ASSIGNED TO EXAMINER |
| Wednesday, December 11, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, December 17, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, February 4, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, February 4, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, December 17, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
