POSITIVE PLANNING WEALTH ADVISORS LLC Trademark

Serial Number: 98927092 • Registration: 7795505

POSITIVE PLANNING WEALTH ADVISORS LLC is a trademark filed by Positive Planning Wealth Advisors LLC on December 29, 2024. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

Positive Planning Wealth Advisors LLC (3 trademarks)

3620 Mindy Lane
Midlothian, TX 76065

Entity Type: 16

Legal Representation

Attorney of Record

Kevin S. Wilson

256 trademarks filed View all →

Correspondence Address

Kevin S. Wilson Fears Law, PLLC

5473 Blair Road

Dallas, TX 75231

United States

Trademark Details

Filing Date

December 29, 2024

Registration Date

May 13, 2025

Published for Opposition

March 25, 2025

Goods & Services

Annuity services, namely, account and investment administration; Estate planning; Financial advice relating to tax; Financial consulting; Financial planning; Financial retirement plan consulting services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, wealth management services; Insurance consultancy; Providing information regarding financial investment strategies