3 Marks
First Filed:Jul 18, 2024Latest Filed:Dec 29, 2024

Portfolio Overview

Registered
2(67%)
Pending
1(33%)

Top Classes

Class 36
Insurance, Financial Services & Real Estate
3(100%)

TTAB Proceedings

No litigation activity

Top Firms

Fears Law, PLLC(Dec 2024)
3

Trademark Portfolio

3 results

(current & previous marks)

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Filed
Registered
Last Activity
POSITIVE PLANNING WEALTH ADVISORS LLC
POSITIVE PLANNING WEALTH ADVISORS LLC
Service Mark
Combined
REGISTERED
Owner:
Serial:98927092
Filed:Dec 29, 2024
Classes:36
Registration:7795505
Registered:May 13, 2025
Goods & 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; "PLANNING WEALTH ADVISORS LLC"
POSITIVE PLANNING WEALTH ADVISORS LLC
POSITIVE PLANNING WEALTH ADVISORS LLC
Service Mark
Combined
REGISTERED
Owner:
Serial:98927113
Filed:Dec 29, 2024
Classes:36
Registration:7795506
Registered:May 13, 2025
Goods & 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; "PLANNING WEALTH ADVISORS LLC"
POSITIVE PLANNING WEALTH ADVISORS LLC
POSITIVE PLANNING WEALTH ADVISORS LLC
Service Mark
Word
PENDING
Owner:
Serial:98656094
Filed:Jul 18, 2024
Classes:36
Goods & 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; "PLANNING WEALTH ADVISORS LLC"

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