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POSITIVE PLANNING WEALTH ADVISORS LLC
Live/Pending
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER

record initialized not assigned to examiner

on 19 Jul 2024

Last Applicant/ Owned by

3620 Mindy Lane

Midlothian

TX

76065

Serial Number

98656094 filed on 18th Jul 2024

Registration Number

N/A

Correspondent Address

Kevin S. Wilson

Kevin S. Wilson Fears Law, PLLC

Dallas, TX 75231

United States

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

POSITIVE PLANNING WEALTH ADVISORS LLC

Annuity services, namely, account and investment administration; Estate planning; Financial advice relating to tax; Financial consulting; Financial planning; Financial retirement plan consulting services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, wealth man Read More

Classification Information


Class [036]
Insurance & Financial Services


Annuity services, namely, account and investment administration; Estate planning; Financial advice relating to tax; Financial consulting; Financial planning; Financial retirement plan consulting services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, wealth management services; Insurance consultancy; Providing information regarding financial investment strategies


First Use Date in General

24th Jan 2024

First Use Date in Commerce

24th Jan 2024

Mark Details


Serial Number

No 98656094

Mark Type

No Service Mark

Attorney Docket Number

No 48125

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Status DateAction Taken
19th Jul 2024NEW APPLICATION ENTERED