Who owns the ENVISION WEALTH PLANNERS trademark?

The ENVISION WEALTH PLANNERS trademark is owned by Envision Financial Services & Asset Management, LLC.

What class is the ENVISION WEALTH PLANNERS trademark registered in?

The ENVISION WEALTH PLANNERS trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for ENVISION WEALTH PLANNERS?

The USPTO serial number for ENVISION WEALTH PLANNERS is 99405588.

What is the registration number for ENVISION WEALTH PLANNERS?

ENVISION WEALTH PLANNERS is registered under USPTO registration number 8221836.

ENV

USPTO Trademark Record

REGISTERED

ENVISION WEALTH PLANNERS

SN 99405588·Reg 8221836·Filed Sep 22, 2025

Owner Envision Financial Services & Asset Management, LLC

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

ENVISION WEALTH PLANNERS (Serial No. 99405588), Registration No. 8221836, is a registered US trademark filed on Sep 22, 2025 by Envision Financial Services & Asset Management, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: April 21, 2032

Mark Intelligence

ENVISION WEALTH PLANNERS (Reg. #8221836) is a registered US trademark that has been protecting its owner, Envision Financial Services & Asset Management, LLC, 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

Sep 22, 2025

SERIAL

99405588

REG#

8221836

REGISTERED

Apr 21, 2026

Owner

Applicant

Envision Financial Services & Asset Management, LLC

Entity

LLC

State

Address

910 McGregor Way, Maitland, FL, 32751

Country

Attorney

Law firm

Envision Financial Services & Asset Management, LLC

Address

910 McGregor Way, Maitland, FL 32751, United States

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Filing Information

StatusREGISTERED

Filing DateSep 22, 2025

Serial Number99405588

Registration No.8221836

Registration DateApr 21, 2026

Status DateApr 21, 2026

Published for OppositionMar 03, 2026

Mark TypeStandard characters

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: Nov 01, 2018

First use in commerce: Nov 01, 2018

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

15 events

REGISTERED-PRINCIPAL REGISTER

Apr 21, 2026

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Apr 21, 2026

NOTICE OF REGISTRATION CONFIRMATION EMAILED

PUBLISHED FOR OPPOSITION

Mar 03, 2026

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Mar 03, 2026

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Feb 25, 2026

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

EXAMINERS AMENDMENT -WRITTEN

Feb 03, 2026

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Feb 03, 2026

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Feb 03, 2026

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

Feb 03, 2026

EXAMINER'S AMENDMENT ENTERED

APPROVED FOR PUB - PRINCIPAL REGISTER

Feb 03, 2026

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

Jan 29, 2026

ASSIGNED TO EXAMINER

NEW APPLICATION ENTERED

Sep 22, 2025

NEW APPLICATION ENTERED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Sep 22, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Sep 22, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

APPLICATION FILING RECEIPT MAILED

Sep 22, 2025

APPLICATION FILING RECEIPT MAILED

ENVISION WEALTH PLANNERS

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