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Official data from USPTO

GENERATIONAL PLANNING FOR GENERATIONAL WEALTH

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

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

GENERATIONAL PLANNING FOR GENERATIONAL WEALTH

ST13

US500000099043951

Class

36

Filing

99043951

Registration

8130333

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

15

Latest update

02/04/2026

Trademark type

Word

Nice classes

36

Filing date

02/17/2025

Registration date

02/03/2026

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

02/03/2026

Last transaction

02/04/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Supplemental Register

Filing basis

Intent to use

First use anywhere

03/01/2025

First use in commerce

05/01/2025

Drawing code

4

Owner type

01

Owner location

Mount Pleasant, SC

Examiner

JENKINS JR,CHARLES L

Law office

M30

Current location

FILE REPOSITORY (FRANCONIA)

Holders and representatives

Holders

E. F. (pessoa física)

Representatives

James P Marion Law Offices of James P. Marion, Esq.

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial serviceswealth management services; Providing information in the field of wealth management; Financial asset management; Investment servicesasset acquisitionconsultationdevelopment and management services; Investment advisory services; Investment risk assessment services; Global investment research services; Hedge fund investment services; Capital investment consulting; Investment consultancy; Financial planning; Financial planning consultation; Financial planning and investment advisory services; Providing information in the field of financial planning

Publications

History of USPTO decisions and trademark events.

15 publications found

NRCS

NOTICE OF REGISTRATION CONFIRMATION EMAILED

02/03/2026

R.SR

REGISTERED-SUPPLEMENTAL REGISTER

02/03/2026

CNTA

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

01/09/2026

IUAA

USE AMENDMENT ACCEPTED

01/09/2026

AUPC

AMENDMENT TO USE PROCESSING COMPLETE

11/11/2025

IUAF

USE AMENDMENT FILED

11/11/2025

EAAU

TEAS AMENDMENT OF USE RECEIVED

11/11/2025

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

11/11/2025

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

08/11/2025

GNRT

NON-FINAL ACTION E-MAILED

08/11/2025

CNRT

NON-FINAL ACTION WRITTEN

08/11/2025

DOCK

ASSIGNED TO EXAMINER

07/23/2025

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

07/14/2025

MAFR

APPLICATION FILING RECEIPT MAILED

02/17/2025

NWAP

NEW APPLICATION ENTERED

02/17/2025

Continuous trademark protection

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