SPECIAL NEEDS PLANNING MADE SIMPLE
LIVE

Serial Number

99598777

Owner

RISE Wealth Resources, LLC

Attorney

Joseph Vitale

Filing Date

Jan 16, 2026

Add to watchlist:

No watchlists yet
View on USPTO

SPECIAL NEEDS PLANNING MADE SIMPLE Trademark

Serial Number: 99598777

SPECIAL NEEDS PLANNING MADE SIMPLE is a trademark filed by RISE Wealth Resources, LLC on January 16, 2026. The trademark is classified under Class 36 (Insurance & Financial), Class 41 (Education & Entertainment). The application is currently pending registration.

Owner Contact Info

RISE Wealth Resources, LLC (2 trademarks)

5509 S. Breezeway Ave
Sioux Falls, SD 57108

Entity Type: 16

Trademark Details

Filing Date

January 16, 2026

Registration Date

Not Registered

Published for Opposition

July 21, 2026

Goods & Services

Financial advisory and consultancy services, namely, creating financial plans, preserving government benefits in the nature of financial planning and asset arrangement services designed to maintain eligibility for government assistance programs for individuals with disabilities, financial asset management in the nature of structuring financial assets for long-term care, financial trust planning for medical care needs of people with disabilities, and estate planning for people with disabilities

Education services, namely, providing online courses of instruction, providing speaking engagements in the nature of live presentations by educational speakers, conducting of conferences, providing instruction and providing facilitation in the nature of tutoring, all in the field of financial planning for people with disabilities

Filing History

APPROVED FOR PUB - PRINCIPAL REGISTER
Jun 24, 2026 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jun 23, 2026 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jun 23, 2026 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jun 23, 2026 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
May 21, 2026 GNRN
NON-FINAL ACTION E-MAILED
May 21, 2026 GNRT
NON-FINAL ACTION WRITTEN
May 21, 2026 CNRT
ASSIGNED TO EXAMINER
May 14, 2026 DOCK
APPLICATION FILING RECEIPT MAILED
Jan 16, 2026 MAFR
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jan 16, 2026 NWOS
NEW APPLICATION ENTERED
Jan 16, 2026 NWAP