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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 29 Dec 2024

Last Applicant/ Owned by

3620 Mindy Lane

Midlothian

TX

76065

Serial Number

98927113 filed on 29th Dec 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


The mark was first used anywhere in a different form other than that sought to be registered at least as early as 01/24/2024.


First Use Date in General

29th Feb 2024

First Use Date in Commerce

29th Feb 2024

Mark Details


Serial Number

No 98927113

Mark Type

No Service Mark

Attorney Docket Number

No 49134

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
29th Dec 2024NEW APPLICATION ENTERED