POSITIVE PLANNING WEALTH ADVISORS LLC - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
98927092
Word Mark
POSITIVE PLANNING WEALTH ADVISORS LLC
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2024-12-29
Filing Date
2024-12-29
Attorney Name
Statements
In Another Form Statement
The mark was first used anywhere in a different form other than that sought to be registered at least as early as 01/24/2024.
In Another Form Statement
The mark was first used in commerce in a different form other than that sought to be registered at least as early as 01/24/2024.
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Description of Mark
The mark consists of an abstract flourish design containing two leaves with stems to the left of a vertical line and the wording "POSITIVE PLANNING WEALTH ADVISORS LLC" in stylized lettering.
Goods and Services
Annuity services, namely, account and investment administration; Estate planning; Financial advice relating to tax; Financial consulting; Financial planning; Financial retirement plan consulting services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, wealth management services; Insurance consultancy; Providing information regarding financial investment strategies
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
2024-12-29
Primary Code
036
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Correspondences
Name
Kevin S. Wilson Fears Law, PLLC
Address
Please log in with your Justia account to see this address.
Trademark Events
| Event Date | Event Description |
| 2024-12-29 | NEW APPLICATION ENTERED |
