SPECIAL NEEDS PLANNING MADE SIMPLE
Live / Allowed — Notice of allowance issued (as of 15 Sept 2026)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 16 Jan 2026 filing date already counts against anyone who files later.
Record
- Serial number
- 99598777
- Mark type
- Stylized text
- Filed
- 16 Jan 2026
- Published for opposition
- 21 Jul 2026
- Attorney of record
- Joseph Vitale
Goods and services
- Class 036 — Insurance and financial services: Financial advisory and consultancy services, namely, creating financial plans, preserving government benefits in the nature of financial planning and asset arrangement services designed to maintain eligibility for government assistance programs for individuals with disabilities, financial asset management in the nature of structuring financial assets for long-term care, financial trust planning for medical care needs of people with disabilities, and estate planning for people with disabilities
- Class 041 — Education and entertainment services: Education services, namely, providing online courses of instruction, providing speaking engagements in the nature of live presentations by educational speakers, conducting of conferences, providing instruction and providing facilitation in the nature of tutoring, all in the field of financial planning for people with disabilities
Owner
- RISE Wealth Resources, LLC, Sioux Falls, SD, US
- RISE Wealth Resources, LLC, Sioux Falls, SD, US
Prosecution history
- 15 Sept 2026 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 21 Jul 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 21 Jul 2026 — PUBLISHED FOR OPPOSITION
- 15 Jul 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 24 Jun 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 23 Jun 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 23 Jun 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 23 Jun 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 21 May 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 21 May 2026 — NON-FINAL ACTION E-MAILED
- 21 May 2026 — NON-FINAL ACTION WRITTEN
- 14 May 2026 — ASSIGNED TO EXAMINER
- 16 Jan 2026 — APPLICATION FILING RECEIPT MAILED
- 16 Jan 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 16 Jan 2026 — NEW APPLICATION ENTERED