SUCCESSION WEALTH PLANNING
LIVE

Serial Number

98532353

Owner

Succession Wealth Planning, LLC

Attorney

Stuart Thaman

First Use Date

Aug 1, 2021

Filing Date

May 3, 2024

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SUCCESSION WEALTH PLANNING Trademark

Serial Number: 98532353 • Registration: 7725871

SUCCESSION WEALTH PLANNING is a trademark filed by Succession Wealth Planning, LLC on May 3, 2024. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Succession Wealth Planning, LLC (3 trademarks)

998 Governors Lane
Lexington, KY 40513

Entity Type: 16

Trademark Details

Filing Date

May 3, 2024

Registration Date

March 11, 2025

First Use Anywhere

August 1, 2021

First Use in Commerce

August 1, 2021

Goods & Services

Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Mar 11, 2025 NRCS
REGISTERED-SUPPLEMENTAL REGISTER
Mar 11, 2025 R.SR
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Feb 14, 2025 CNTA
TEAS/EMAIL CORRESPONDENCE ENTERED
Feb 13, 2025 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Feb 13, 2025 CRFA
TEAS REQUEST FOR RECONSIDERATION RECEIVED
Feb 13, 2025 ERFR
NOTIFICATION OF FINAL REFUSAL EMAILED
Jan 10, 2025 GNFN
FINAL REFUSAL E-MAILED
Jan 10, 2025 GNFR
FINAL REFUSAL WRITTEN
Jan 10, 2025 CNFR
TEAS/EMAIL CORRESPONDENCE ENTERED
Dec 19, 2024 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Dec 19, 2024 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Dec 19, 2024 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Nov 19, 2024 GNRN
NON-FINAL ACTION E-MAILED
Nov 19, 2024 GNRT
NON-FINAL ACTION WRITTEN
Nov 19, 2024 CNRT
ASSIGNED TO EXAMINER
Nov 18, 2024 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
May 3, 2024 NWOS
NEW APPLICATION ENTERED
May 3, 2024 NWAP