VERTICALLY INTEGRATED PLANNING
Live / Applied — Misassigned serial number (as of 16 Jun 2023)
What this means for you
Not registered yet. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 97569449
- Mark type
- Stylized text
Goods and services
- Class 036 — Insurance and financial 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
Owner
- Selective Wealth Management, Inc., Forest, VA, US
Prosecution history
- 14 Jun 2023 — ASSIGNED TO EXAMINER
- 15 Sept 2022 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 01 Sept 2022 — NEW APPLICATION ENTERED