VERTICALLY INTEGRATED PLANNING Trademark

Serial Number: 97569449

VERTICALLY INTEGRATED PLANNING is a trademark filed by Selective Wealth Management, Inc. on an unknown date. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

Selective Wealth Management, Inc. (2 trademarks)

1149 VISTA PARK DR, UNIT D
Forest, VA 24551

Entity Type: 03

Trademark Details

Filing Date

N/A

Registration Date

Not Registered

Goods & Services

Vertically Integrated Planning speaks to the process of ensuring that all elements of the financial planning process are coordinated with the right parties. This involves ensuring that accountants, lawyers, advisors, insurance agents, clients, and any other required party are in proper coordination and alignment

Filing History

ASSIGNED TO EXAMINER

Jun 14, 2023 DOCK

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Sep 15, 2022 NWOS

NEW APPLICATION ENTERED

Sep 1, 2022 NWAP

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VERTICALLY INTEGRATED PLANNING