VERTICALLY INTEGRATED PLANNING Trademark

Serial Number: 99480458

VERTICALLY INTEGRATED PLANNING is a trademark filed by Selective Wealth Management, Inc. on November 5, 2025. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Trademark Classes

36

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

Legal Representation

Attorney of Record

Cecilia Dubravec

1,345 trademarks filed View all →

Correspondence Address

Cecilia Dubravec Swyft Legal, LLC

1814 North Memorial Way

Houston, TX 77007

United States

Trademark Details

Filing Date

November 5, 2025

Registration Date

Not Registered

First Use Anywhere

May 31, 2021

First Use in Commerce

February 12, 2022

Goods & Services

Financial planning

Filing History

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Mar 24, 2026 GNRN

NON-FINAL ACTION E-MAILED

Mar 24, 2026 GNRT

NON-FINAL ACTION WRITTEN

Mar 24, 2026 CNRT

ASSIGNED TO EXAMINER

Mar 18, 2026 DOCK

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Nov 5, 2025 NWOS

APPLICATION FILING RECEIPT MAILED

Nov 5, 2025 MAFR

NEW APPLICATION ENTERED

Nov 5, 2025 NWAP

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