TrademarkDir
COLLECTIVE WEALTH PLANNING
LIVE

Serial Number

99140731

Owner

Collective Wealth Planning, LLC

Attorney

HALEY ANN BELL

First Use Date

Jun 30, 2022

Filing Date

Apr 16, 2025

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COLLECTIVE WEALTH PLANNING Trademark

Serial Number: 99140731 • Registration: 8057277

COLLECTIVE WEALTH PLANNING is a trademark filed by Collective Wealth Planning, LLC on April 16, 2025. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Collective Wealth Planning, LLC

393 STATE ST STE 230
Salem, OR 97301

Entity Type: 16

Trademark Details

Filing Date

April 16, 2025

Registration Date

December 9, 2025

First Use Anywhere

June 30, 2022

First Use in Commerce

June 30, 2022

Published for Opposition

October 21, 2025

Goods & Services

Financial planning; Investment of funds for others; Investment advice; Investment consultation; Investment management

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Dec 9, 2025 NRCC
REGISTERED-PRINCIPAL REGISTER
Dec 9, 2025 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Oct 21, 2025 NPUB
PUBLISHED FOR OPPOSITION
Oct 21, 2025 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Oct 15, 2025 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Sep 22, 2025 CNSA
EXAMINER'S AMENDMENT ENTERED
Sep 22, 2025 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Sep 22, 2025 GNEN
EXAMINERS AMENDMENT E-MAILED
Sep 22, 2025 GNEA
EXAMINERS AMENDMENT -WRITTEN
Sep 22, 2025 CNEA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Sep 18, 2025 GNRN
NON-FINAL ACTION E-MAILED
Sep 18, 2025 GNRT
NON-FINAL ACTION WRITTEN
Sep 18, 2025 CNRT
ASSIGNED TO EXAMINER
Sep 11, 2025 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Apr 16, 2025 NWOS
APPLICATION FILING RECEIPT MAILED
Apr 16, 2025 MAFR
NEW APPLICATION ENTERED
Apr 16, 2025 NWAP

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