NRCS
NOTICE OF REGISTRATION CONFIRMATION EMAILED
03/11/2025
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Official data from USPTO
SUCCESSION WEALTH PLANNING
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
SUCCESSION WEALTH PLANNING
ST13
US500000098532353Class
36
Filing
98532353
Registration
7725871
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
18
Latest update
03/11/2025
Trademark type
Word
Nice classes
36
Filing date
05/03/2024
Registration date
03/11/2025
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
03/11/2025
Last transaction
03/11/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Supplemental Register
First use anywhere
08/01/2021
First use in commerce
08/01/2021
Drawing code
4
Owner type
16
Owner location
Lexington, KY, US
Examiner
MCMORROW, JANICE
Current location
FILE REPOSITORY (FRANCONIA)
Holders and representatives
Holders
Succession Wealth Planning, LLC
Representatives
Stuart Thaman Kinkead & Stilz, PLLC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial consultation in the field of environmental managementadvising business and individuals on issues of portfolio planning and investment planning
Publications
History of USPTO decisions and trademark events.
18 publications found
R.SR
REGISTERED-SUPPLEMENTAL REGISTER
03/11/2025
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
02/14/2025
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
02/13/2025
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
02/13/2025
ERFR
TEAS REQUEST FOR RECONSIDERATION RECEIVED
02/13/2025
GNFN
NOTIFICATION OF FINAL REFUSAL EMAILED
01/10/2025
GNFR
FINAL REFUSAL E-MAILED
01/10/2025
CNFR
FINAL REFUSAL WRITTEN
01/10/2025
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
12/19/2024
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
12/19/2024
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
12/19/2024
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
11/19/2024
GNRT
NON-FINAL ACTION E-MAILED
11/19/2024
CNRT
NON-FINAL ACTION WRITTEN
11/19/2024
DOCK
ASSIGNED TO EXAMINER
11/18/2024
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
05/03/2024
NWAP
NEW APPLICATION ENTERED
05/03/2024
Continuous trademark protection
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