What class is the ELEVATE FINANCIAL PLANNING & WEALTH MANAGEMENT trademark registered in?

The ELEVATE FINANCIAL PLANNING & WEALTH MANAGEMENT trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for ELEVATE FINANCIAL PLANNING & WEALTH MANAGEMENT?

The USPTO serial number for ELEVATE FINANCIAL PLANNING & WEALTH MANAGEMENT is 99213468.

What is the registration number for ELEVATE FINANCIAL PLANNING & WEALTH MANAGEMENT?

ELEVATE FINANCIAL PLANNING & WEALTH MANAGEMENT is registered under USPTO registration number 8141761.

ELE

USPTO Trademark Record

REGISTERED

ELEVATE FINANCIAL PLANNING & WEALTH MANAGEMENT

SN 99213468·Reg 8141761·Filed Jun 02, 2025

Owner Elevate Financial Planning and Wealth Management

Financial, monetary and banking services; insurance services; real estate services.

ELEVATE FINANCIAL PLANNING & WEALTH MANAGEMENT (Serial No. 99213468), Registration No. 8141761, is a registered US trademark filed on Jun 02, 2025 by Elevate Financial Planning and Wealth Management. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: February 17, 2032

Mark Intelligence

ELEVATE FINANCIAL PLANNING & WEALTH MANAGEMENT (Reg. #8141761) is a registered US trademark that has been protecting its owner, Elevate Financial Planning and Wealth Management, since 2025. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Jun 02, 2025

SERIAL

99213468

REG#

8141761

REGISTERED

Feb 17, 2026

Owner

Applicant

Elevate Financial Planning and Wealth Management

Entity

LLC

State

Address

200 Central Ave STE 326, Saint Petersburg, FL, 33701

Attorney

Law firm

Elevate Financial Planning and Wealth Management

Address

200 Central Ave STE 326, Saint Petersburg, FL 33701, United States

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Filing Information

StatusREGISTERED

Filing DateJun 02, 2025

Serial Number99213468

Registration No.8141761

Registration DateFeb 17, 2026

Status DateFeb 17, 2026

Published for OppositionDec 30, 2025

Mark TypeDesign with words

Status DescriptionLive and registered

Filing Signals

FILED

2025

YEARS AGO

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Sep 01, 2023

First use in commerce: Sep 01, 2023

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

Status History

17 events

REGISTERED-PRINCIPAL REGISTER

Feb 17, 2026

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Feb 17, 2026

NOTICE OF REGISTRATION CONFIRMATION EMAILED

PUBLISHED FOR OPPOSITION

Dec 30, 2025

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Dec 30, 2025

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Dec 24, 2025

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Dec 03, 2025

APPROVED FOR PUB - PRINCIPAL REGISTER

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Nov 04, 2025

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Nov 04, 2025

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Nov 04, 2025

TEAS/EMAIL CORRESPONDENCE ENTERED

NON-FINAL ACTION WRITTEN

Oct 24, 2025

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Oct 24, 2025

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Oct 24, 2025

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Oct 21, 2025

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Oct 08, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NOTICE OF DESIGN SEARCH CODE E-MAILED

Oct 08, 2025

NOTICE OF DESIGN SEARCH CODE E-MAILED

NEW APPLICATION ENTERED

Jun 02, 2025

NEW APPLICATION ENTERED

APPLICATION FILING RECEIPT MAILED

Jun 02, 2025

APPLICATION FILING RECEIPT MAILED

ELEVATE FINANCIAL PLANNING & WEALTH MANAGEMENT

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