YOUR PRIVATE WEALTH PLAN Trademark

Trademark Overview

On Thursday, February 12, 2026, a trademark application was filed for YOUR PRIVATE WEALTH PLAN with the United States Patent and Trademark Office. The USPTO has given the YOUR PRIVATE WEALTH PLAN trademark a serial number of 99650513. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, February 12, 2026. This trademark is owned by Edward J. Bosch, Jr. and Associates, LLC. The YOUR PRIVATE WEALTH PLAN trademark is filed in the Insurance & Financial Services, Education & Entertainment Services, and Computer & Software Services & Scientific Services categories with the following description:

Financial services, namely, wealth management services; Financial advisory and consultancy services; Wealth transfer planning; Providing information in the field of wealth management

Providing temporary use of on-line non-downloadable software for wealth management; Providing temporary use of on-line non-downloadable software for sending client questionnaires, and receiving and analyzing responses to client questionnaires; Providing temporary use of on-line non-downloadable software for use as a wealth management client portal

Life coaching services in the field of wealth management
your private wealth plan

General Information

Serial Number99650513
Word MarkYOUR PRIVATE WEALTH PLAN
Filing DateThursday, February 12, 2026
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateThursday, February 12, 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 ServicesFinancial services, namely, wealth management services; Financial advisory and consultancy services; Wealth transfer planning; Providing information in the field of wealth management
Goods and ServicesProviding temporary use of on-line non-downloadable software for wealth management; Providing temporary use of on-line non-downloadable software for sending client questionnaires, and receiving and analyzing responses to client questionnaires; Providing temporary use of on-line non-downloadable software for use as a wealth management client portal
Goods and ServicesLife coaching services in the field of wealth management

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, February 12, 2026
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateThursday, February 12, 2026
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateThursday, February 12, 2026
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameEdward J. Bosch, Jr. and Associates, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressCrescent Springs, KY 41017

Trademark Events

Event DateEvent Description
Thursday, February 12, 2026NEW APPLICATION ENTERED
Thursday, February 12, 2026APPLICATION FILING RECEIPT MAILED
Thursday, February 12, 2026NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Related Keywords

plan wealth private your management providing services line downloadable software client temporary questionnaires