Who owns the PENN WEALTH PLANNING trademark?

The PENN WEALTH PLANNING trademark is owned by Penn Wealth Planning, LLC.

What class is the PENN WEALTH PLANNING trademark registered in?

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

What is the serial number for PENN WEALTH PLANNING?

The USPTO serial number for PENN WEALTH PLANNING is 85963673.

What is the registration number for PENN WEALTH PLANNING?

PENN WEALTH PLANNING is registered under USPTO registration number 4497245.

Sealvo

Home Search: PENN WEALTH PLANNINGPENN WEALTH PLANNING #85963673

Back

Updated Oct 6, 2026·27 searches this week

View on USPTO TSDR Find similar marks

PEN

USPTO Trademark Record

REGISTERED

PENN WEALTH PLANNING

SN 85963673·Reg 4497245·Filed Jun 19, 2013

Owner Penn Wealth Planning, LLC

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

PENN WEALTH PLANNING (Serial No. 85963673), Registration No. 4497245, is a registered US trademark filed on Jun 19, 2013 by Penn Wealth Planning, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

Section 8/9 declaration window: March 20, 2034

Mark Intelligence

PENN WEALTH PLANNING (Reg. #4497245) is a registered US trademark that has been protecting its owner, Penn Wealth Planning, LLC, since 2013. 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 19, 2013

SERIAL

85963673

REG#

4497245

REGISTERED

Mar 18, 2014

Filing Information

StatusREGISTERED

Filing DateJun 19, 2013

Serial Number85963673

Registration No.4497245

Registration DateMar 18, 2014

Status DateJun 03, 2024

Published for OppositionDec 31, 2013

Filing Basis & Declarations

Standard Characters ClaimedFiled as Use ApplicationUse Application CurrentlySection 8 AcceptedSection 15 Acknowledged

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Sep 19, 2002

First use in commerce: Sep 19, 2002

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.

Run a conflict check

Search by serial number, mark name, or logo. See conflicting marks ranked by risk with clear explanations of what contributed.

Run conflict check

Status History

39 events

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Jun 03, 2024

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

Jun 03, 2024

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

Jun 03, 2024

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

Jun 03, 2024

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

TEAS SECTION 8 & 9 RECEIVED

Feb 26, 2024

TEAS SECTION 8 & 9 RECEIVED

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Feb 12, 2024

TEAS CHANGE OF OWNER ADDRESS RECEIVED

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Feb 12, 2024

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Feb 12, 2024

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Feb 12, 2024

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Feb 12, 2024

TEAS CHANGE OF CORRESPONDENCE RECEIVED

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

Mar 18, 2023

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

Nov 05, 2019

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Nov 05, 2019

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Nov 04, 2019

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

TEAS SECTION 8 & 15 RECEIVED

Sep 25, 2019

TEAS SECTION 8 & 15 RECEIVED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Sep 25, 2019

TEAS CHANGE OF CORRESPONDENCE RECEIVED

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Sep 09, 2019

TEAS CHANGE OF OWNER ADDRESS RECEIVED

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Sep 09, 2019

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Sep 06, 2019

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Sep 06, 2019

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Mar 18, 2019

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Dec 08, 2015

TEAS CHANGE OF CORRESPONDENCE RECEIVED

REGISTERED-PRINCIPAL REGISTER

Mar 18, 2014

REGISTERED-PRINCIPAL REGISTER

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Feb 25, 2014

TEAS CHANGE OF CORRESPONDENCE RECEIVED

PUBLISHED FOR OPPOSITION

Dec 31, 2013

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Dec 31, 2013

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Dec 11, 2013

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

LAW OFFICE PUBLICATION REVIEW COMPLETED

Nov 26, 2013

LAW OFFICE PUBLICATION REVIEW COMPLETED

ASSIGNED TO LIE

Nov 25, 2013

ASSIGNED TO LIE

APPROVED FOR PUB - PRINCIPAL REGISTER

Nov 04, 2013

APPROVED FOR PUB - PRINCIPAL REGISTER

TEAS/EMAIL CORRESPONDENCE ENTERED

Oct 31, 2013

TEAS/EMAIL CORRESPONDENCE ENTERED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Oct 30, 2013

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Oct 30, 2013

CORRESPONDENCE RECEIVED IN LAW OFFICE

NON-FINAL ACTION WRITTEN

Oct 01, 2013

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Oct 01, 2013

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Oct 01, 2013

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Sep 27, 2013

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jun 28, 2013

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Jun 22, 2013

NEW APPLICATION ENTERED

Other Marks in Class 036 — Insurance, financial & real estate services

Recently filed and registered marks in the same international class.

HAR

HARVESTWISE WEALTH PLANNING

99210307

HarvestWise Wealth, LLC.

REGISTERED

COL

COLLECTIVE WEALTH PLANNING

99140731

Collective Wealth Planning, LLC

REGISTERED

FOR

FORTRESS WEALTH PLANNING

87504924

Fortress Wealth Planning, LLC

REGISTERED

SUC

SUCCESSION WEALTH PLANNING

98532353

Succession Wealth Planning, LLC

REGISTERED

Other Marks by Laurence Rickles

Additional USPTO filings handled by the same attorney of record.

WET

WE TAKE THE STRESS OUT OF PET MEDICINE

99596527

REGISTERED

BLU

BLUESUN HOTELS&RESORTS

79423548

REGISTERED

BLU

BLUESUN HOTELS&RESORTS

79423550

REGISTERED

BLU

BLUESUN

79423549

REGISTERED

PENN WEALTH PLANNING

Run a conflict check

Other Marks in Class 036 — Insurance, financial & real estate services

Other Marks by Laurence Rickles

Get pre-filing clearance

Search 14M+ trademarks

Resources

Company