YOUR PRIVATE WEALTH PLAN
Live / Allowed — Approved for publication (as of 09 Sept 2026)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 12 Feb 2026 filing date already counts against anyone who files later.
Record
- Serial number
- 99650513
- Mark type
- Stylized text
- Filed
- 12 Feb 2026
- Attorney of record
- Trevor A. Caudle, Esq.
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, wealth management services; Financial advisory and consultancy services; Wealth transfer planning; Providing information in the field of wealth management
- Class 041 — Education and entertainment services: Life coaching services in the field of wealth management
- Class 042 — Scientific and technological services: Providing temporary use of on-line non-downloadable software for wealth management; Providing temporary use of on-line non-downloadable software for sending client questionnaires, and receiving and analyzing responses to client questionnaires; Providing temporary use of on-line non-downloadable software for use as a wealth management client portal
Owner
- Edward J. Bosch, Jr. and Associates, LLC, Crescent Springs, KY, US
Prosecution history
- 09 Sept 2026 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
- 09 Sept 2026 — USE AMENDMENT ACCEPTED
- 08 Sept 2026 — AMENDMENT TO USE PROCESSING COMPLETE
- 08 Sept 2026 — USE AMENDMENT FILED
- 08 Sept 2026 — TEAS AMENDMENT OF USE RECEIVED
- 08 Sept 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 09 Jun 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 09 Jun 2026 — NON-FINAL ACTION E-MAILED
- 09 Jun 2026 — NON-FINAL ACTION WRITTEN
- 08 Jun 2026 — ASSIGNED TO EXAMINER
- 12 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 12 Feb 2026 — APPLICATION FILING RECEIPT MAILED
- 12 Feb 2026 — NEW APPLICATION ENTERED