VERTICALLY INTEGRATED PLANNING - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
97569449
Word Mark
VERTICALLY INTEGRATED PLANNING
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2022-09-01
Filing Date
2022-08-29
Mark Drawing
4000 - Standard character mark
Typeset
Statements
Goods and Services
Vertically Integrated Planning speaks to the process of ensuring that all elements of the financial planning process are coordinated with the right parties. This involves ensuring that accountants, lawyers, advisors, insurance agents, clients, and any other required party are in proper coordination and alignment
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2022-09-01
Primary Code
036
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
SELECTIVE WEALTH MANAGEMENT, INC.
Address
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Trademark Events
| Event Date | Event Description |
| 2022-09-01 | NEW APPLICATION ENTERED IN TRAM |
