PRECISION WEALTH
LIVE

Serial Number

97334554

Owner

Precision Wealth Financial & Insurance Services, Inc.

First Use Date

Oct 30, 2001

Filing Date

Mar 28, 2022

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PRECISION WEALTH Trademark

Serial Number: 97334554

PRECISION WEALTH is a trademark filed by Precision Wealth Financial & Insurance Services, Inc. on March 28, 2022. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Owner Contact Info

Precision Wealth Financial & Insurance Services, Inc. (2 trademarks)

9890 Research Drive, #200
Irvine, CA 92618

Entity Type: 03

Trademark Details

Filing Date

March 28, 2022

Registration Date

Not Registered

First Use Anywhere

October 30, 2001

First Use in Commerce

October 30, 2001

Goods & Services

Assessment and management of real estate; Development of insurance policies for others; Financial advice, namely, budget planning; Financial management in the field of Client Specific financial Spending plan; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Health insurance cooperative services in the nature of underwriting, issuing and administration of health insurance; Insurance administration; Insurance risk management; Real estate investment consultancy; Real estate management; Administration of Individuals, Businesses plans concerning insurance and finance

Filing History

NOTICE OF TERMINATION – EMAILED
Dec 11, 2025 KNOT
TERMINATED AFTER SANCTIONS
Dec 11, 2025 KBOC
ORDER FOR SANCTIONS - NOTICE EMAILED
Dec 11, 2025 KONO
ORDER FOR SANCTIONS
Dec 11, 2025 KOFS
NOTICE OF SUSPENSION EMAILED - PENDING SCO
Sep 17, 2025 KSNR
SUSPENDED PENDING ADMINISTRATIVE REVIEW
Sep 17, 2025 KSAD
SHOW CAUSE ORDER
Sep 17, 2025 KSCO
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Apr 1, 2022 NWOS
NEW APPLICATION ENTERED
Mar 31, 2022 NWAP