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Official data from USPTO

ELEVATE FINANCIAL PLANNING & WEALTH MANAGEMENT

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Active USPTO registrationType: CombinedOffice: United States

Quick snapshot

ELEVATE FINANCIAL PLANNING & WEALTH MANAGEMENT

ST13

US500000099213468

Class

36

Filing

99213468

Registration

8141761

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

17

Latest update

02/17/2026

Trademark type

Combined

Nice classes

36

Filing date

06/02/2025

Registration date

02/17/2026

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

02/17/2026

Last transaction

02/17/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

09/01/2023

First use in commerce

09/01/2023

Drawing code

3

Owner type

16

Owner location

Saint Petersburg, FL, US

Examiner

BECHHOFER, YOCHEVED D

Law office

M50

Current location

FILE REPOSITORY (FRANCONIA)

Mark description

The mark consists of a green triangle with the right angle broken and facing inward. To the right of the design is the word ELEVATE, and underneath is the wording "FINANCIAL PLANNING & WEALTH MANAGEMENT". All of the wording is gray.

Holders and representatives

Holders

E. M. (pessoa física)

Representatives

Elevate Financial Planning and Wealth Management

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial planning; Financial wealth management services

Publications

History of USPTO decisions and trademark events.

17 publications found

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

02/17/2026

R.PR

REGISTERED-PRINCIPAL REGISTER

02/17/2026

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

12/30/2025

PUBO

PUBLISHED FOR OPPOSITION

12/30/2025

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

12/24/2025

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

12/03/2025

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

11/04/2025

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

11/04/2025

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

11/04/2025

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

10/24/2025

GNRT

NON-FINAL ACTION E-MAILED

10/24/2025

CNRT

NON-FINAL ACTION WRITTEN

10/24/2025

DOCK

ASSIGNED TO EXAMINER

10/21/2025

MDSM

NOTICE OF DESIGN SEARCH CODE E-MAILED

10/08/2025

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

10/08/2025

MAFR

APPLICATION FILING RECEIPT MAILED

06/02/2025

NWAP

NEW APPLICATION ENTERED

06/02/2025

Continuous trademark protection

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