EXECUTIVE WEALTH PLANNING

Live / Applied — Suspended — administrative review (as of 18 Feb 2026)

What this means for you

Not registered yet, but its 03 Apr 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
99119928
Mark type
Design + words
Filed
03 Apr 2025

Goods and services

  • Class 036 — Insurance and financial services: Financial asset management; Broker-dealer financial services in the field of wealth planning and management in order to facilitate securities transactions

Owner

Prosecution history

  • 25 Feb 2026 — NOTICE OF SUSPENSION EMAILED - PENDING SCO
  • 25 Feb 2026 — SHOW CAUSE ORDER
  • 18 Feb 2026 — NOTICE OF SUSPENSION EMAILED - ADMIN REVIEW
  • 18 Feb 2026 — SUSPENDED PENDING ADMINISTRATIVE REVIEW
  • 05 Jan 2026 — NOTIFICATION OF FINAL REFUSAL EMAILED
  • 05 Jan 2026 — FINAL REFUSAL E-MAILED
  • 05 Jan 2026 — FINAL REFUSAL WRITTEN
  • 01 Dec 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 01 Dec 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 01 Dec 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 03 Sept 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 03 Sept 2025 — NON-FINAL ACTION E-MAILED
  • 03 Sept 2025 — NON-FINAL ACTION WRITTEN
  • 02 Sept 2025 — ASSIGNED TO EXAMINER
  • 15 Aug 2025 — NOTICE OF DESIGN SEARCH CODE E-MAILED

View this trademark record on Marksy