TrademarkDir
PLANWEALTH
LIVE

Serial Number

98812215

Owner

Planwealth LLC

Attorney

Clifford D. Hyra

First Use Date

Jan 1, 2025

Filing Date

Oct 21, 2024

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PLANWEALTH Trademark

Serial Number: 98812215 • Registration: 8097397

PLANWEALTH is a trademark filed by Planwealth LLC on October 21, 2024. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Planwealth LLC

6 Mill Ridge Lane Suite 101
Chester, NJ 07930

Entity Type: 16

Trademark Details

Filing Date

October 21, 2024

Registration Date

January 6, 2026

First Use Anywhere

January 1, 2025

First Use in Commerce

January 1, 2025

Goods & Services

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

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Jan 6, 2026 NRCS
REGISTERED-SUPPLEMENTAL REGISTER
Jan 6, 2026 R.SR
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Dec 11, 2025 CNTA
TEAS/EMAIL CORRESPONDENCE ENTERED
Dec 8, 2025 TEME
USE AMENDMENT ACCEPTED
Nov 25, 2025 IUAA
CORRESPONDENCE RECEIVED IN LAW OFFICE
Nov 14, 2025 CRFA
TEAS REQUEST FOR RECONSIDERATION RECEIVED
Nov 14, 2025 ERFR
AMENDMENT TO USE PROCESSING COMPLETE
Nov 12, 2025 AUPC
USE AMENDMENT FILED
Nov 12, 2025 IUAF
TEAS AMENDMENT OF USE RECEIVED
Nov 12, 2025 EAAU
NOTIFICATION OF FINAL REFUSAL EMAILED
Aug 22, 2025 GNFN
FINAL REFUSAL E-MAILED
Aug 22, 2025 GNFR
FINAL REFUSAL WRITTEN
Aug 22, 2025 CNFR
TEAS/EMAIL CORRESPONDENCE ENTERED
Jul 26, 2025 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jul 25, 2025 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jul 25, 2025 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Apr 25, 2025 GNRN
NON-FINAL ACTION E-MAILED
Apr 25, 2025 GNRT
NON-FINAL ACTION WRITTEN
Apr 25, 2025 CNRT
ASSIGNED TO EXAMINER
Apr 24, 2025 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Apr 23, 2025 NWOS
NEW APPLICATION ENTERED
Oct 21, 2024 NWAP

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