PLANWELL PRIVATE WEALTH SERVICES Trademark
Serial Number: 99794724
PLANWELL PRIVATE WEALTH SERVICES is a trademark filed by
Stewart Taylor Werner
on April 29, 2026. The trademark is classified under Class 36 (Insurance & Financial).
The application is currently pending registration.
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Nick Guinn Gunn, Lee & Cave, P.C.
8023 Vantage Dr, Suite 1500
San Antonio, TX 78230
United States
Trademark Details
Filing Date
April 29, 2026
Registration Date
Not Registered
Goods & Services
Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial retirement plan consulting services; Financial planning consultation; Financial services, namely, wealth management services
Filing History
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jul 30, 2026 NWOS
APPLICATION FILING RECEIPT MAILED
Apr 29, 2026 MAFR
NEW APPLICATION ENTERED
Apr 29, 2026 NWAP
