| Serial Number | 97723128 |
| Word Mark | WPS WEALTH PLANNING SERVICES, INC. |
| Filing Date | Monday, December 19, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, January 16, 2024 |
| Registration Number | 7276270 |
| Registration Date | Tuesday, January 16, 2024 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, October 31, 2023 |
| Description of Mark | The mark consists of red WPS surrounded by black garland, Wealth Planning Services, Inc. in black next to image in quattrocento font. |
| Goods and Services | Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Financial retirement plan consulting services; On-line financial planning services |
| Indication of Colors claimed | The color(s) black and red is/are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "WEALTH PLANNING SERVICES, INC" |
| 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 | Sunday, January 15, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, November 30, 2008 |
| First Use In Commerce Date | Sunday, November 30, 2008 |
| Party Name | Wealth Planning Services, Inc |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Troy, MI 48083 |
| Party Name | Wealth Planning Services, Inc |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Troy, MI 48083 |
| Party Name | Wealth Planning Services, Inc |
| Party Type | 11 - New Owner Before Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Troy, MI 48083 |
| Party Name | Smolarek, David J. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Troy, MI 48083 |
| Event Date | Event Description |
| Monday, January 22, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, January 16, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, January 16, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, January 16, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 31, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 31, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, October 11, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, September 21, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, September 21, 2023 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, September 21, 2023 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, September 21, 2023 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, September 21, 2023 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, September 20, 2023 | ASSIGNED TO EXAMINER |
| Tuesday, January 17, 2023 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Sunday, January 15, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, December 22, 2022 | NEW APPLICATION ENTERED |