PLANWELL PRIVATE WEALTH SERVICES Trademark
Serial Number: 99794738
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
APPLICATION FILING RECEIPT MAILED
Apr 29, 2026 MAFR
NEW APPLICATION ENTERED
Apr 29, 2026 NWAP