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Official data from USPTO

PLANWEALTH

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

PLANWEALTH

ST13

US500000098812215

Class

36

Filing

98812215

Registration

8097397

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

22

Latest update

01/06/2026

Trademark type

Word

Nice classes

36

Filing date

10/21/2024

Registration date

01/06/2026

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

01/06/2026

Last transaction

01/06/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Supplemental Register

Filing basis

Intent to use

First use anywhere

01/01/2025

First use in commerce

01/01/2025

Drawing code

4

Owner type

16

Owner location

Chester, NJ

Examiner

HOSPERS,ELKIN M

Law office

M40

Current location

FILE REPOSITORY (FRANCONIA)

Holders and representatives

Holders

Planwealth LLC

Representatives

Clifford D. Hyra Fresh IP PLC

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial advice and consultancy services; Financial advisory services; Financial advisory and consultancy services; Financial analysis and research services; Financial consultancy services; Financial information and advisory services; Financial planning and investment advisory services; Financial research and information services; On-line financial planning services; Providing financial advisory services; Strategic financial advisory services

Publications

History of USPTO decisions and trademark events.

22 publications found

NRCS

NOTICE OF REGISTRATION CONFIRMATION EMAILED

01/06/2026

R.SR

REGISTERED-SUPPLEMENTAL REGISTER

01/06/2026

CNTA

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

12/11/2025

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

12/08/2025

IUAA

USE AMENDMENT ACCEPTED

11/25/2025

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

11/14/2025

ERFR

TEAS REQUEST FOR RECONSIDERATION RECEIVED

11/14/2025

AUPC

AMENDMENT TO USE PROCESSING COMPLETE

11/12/2025

IUAF

USE AMENDMENT FILED

11/12/2025

EAAU

TEAS AMENDMENT OF USE RECEIVED

11/12/2025

GNFN

NOTIFICATION OF FINAL REFUSAL EMAILED

08/22/2025

GNFR

FINAL REFUSAL E-MAILED

08/22/2025

CNFR

FINAL REFUSAL WRITTEN

08/22/2025

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

07/26/2025

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

07/25/2025

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

07/25/2025

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

04/25/2025

GNRT

NON-FINAL ACTION E-MAILED

04/25/2025

CNRT

NON-FINAL ACTION WRITTEN

04/25/2025

DOCK

ASSIGNED TO EXAMINER

04/24/2025

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

04/23/2025

NWAP

NEW APPLICATION ENTERED

10/21/2024

Continuous trademark protection

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