TrademarkDir
ENVISION WEALTH PLANNERS
LIVE

Serial Number

99405588

Owner

Envision Financial Services & Asset Management, LLC

First Use Date

Nov 1, 2018

Filing Date

Sep 22, 2025

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ENVISION WEALTH PLANNERS Trademark

Serial Number: 99405588 • Registration: 8221836

ENVISION WEALTH PLANNERS is a trademark filed by Envision Financial Services & Asset Management, LLC on September 22, 2025. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Envision Financial Services & Asset Management, LLC

910 McGregor Way
Maitland, FL 32751

Entity Type: 16

William Sean Gerlin

910 McGregor Way
Maitland, FL 32751

Entity Type: 01

Trademark Details

Filing Date

September 22, 2025

Registration Date

April 21, 2026

First Use Anywhere

November 1, 2018

First Use in Commerce

November 1, 2018

Published for Opposition

March 3, 2026

Goods & Services

Financial advisory services

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Apr 21, 2026 NRCC
REGISTERED-PRINCIPAL REGISTER
Apr 21, 2026 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Mar 3, 2026 NPUB
PUBLISHED FOR OPPOSITION
Mar 3, 2026 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Feb 25, 2026 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Feb 3, 2026 CNSA
EXAMINER'S AMENDMENT ENTERED
Feb 3, 2026 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Feb 3, 2026 GNEN
EXAMINERS AMENDMENT E-MAILED
Feb 3, 2026 GNEA
EXAMINERS AMENDMENT -WRITTEN
Feb 3, 2026 CNEA
ASSIGNED TO EXAMINER
Jan 29, 2026 DOCK
APPLICATION FILING RECEIPT MAILED
Sep 22, 2025 MAFR
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sep 22, 2025 NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sep 22, 2025 NWOS
NEW APPLICATION ENTERED
Sep 22, 2025 NWAP

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