Who owns the SUCCESSION WEALTH PLANNING trademark?

The SUCCESSION WEALTH PLANNING trademark is owned by Succession Wealth Planning, LLC.

What class is the SUCCESSION WEALTH PLANNING trademark registered in?

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

What is the serial number for SUCCESSION WEALTH PLANNING?

The USPTO serial number for SUCCESSION WEALTH PLANNING is 98532353.

What is the registration number for SUCCESSION WEALTH PLANNING?

SUCCESSION WEALTH PLANNING is registered under USPTO registration number 7725871.

Sealvo

Home Search: SUCCESSION WEALTH PLANNINGSUCCESSION WEALTH PLANNING #98532353

Back

Updated Sep 28, 2026·14 searches this week

View on USPTO TSDR Find similar marks

SUC

USPTO Trademark Record

REGISTERED

SUCCESSION WEALTH PLANNING

SN 98532353·Reg 7725871·Filed May 03, 2024

Owner Succession Wealth Planning, LLC

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

SUCCESSION WEALTH PLANNING (Serial No. 98532353), Registration No. 7725871, is a registered US trademark filed on May 03, 2024 by Succession Wealth Planning, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: March 11, 2031

Conflict Analysis

Full conflict analysis for SUCCESSION WEALTH PLANNING (SN 98532353) against the USPTO database with detailed risk factor explanations. AI-powered — takes ~1-2 min.

Mark Intelligence

SUCCESSION WEALTH PLANNING (Reg. #7725871) is a registered US trademark that has been protecting its owner, Succession Wealth Planning, LLC, since 2024. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services..

FILED

May 03, 2024

SERIAL

98532353

REG#

7725871

REGISTERED

Mar 11, 2025

Filing Information

StatusREGISTERED

Filing DateMay 03, 2024

Serial Number98532353

Registration No.7725871

Registration DateMar 11, 2025

Status DateMar 11, 2025

Mark TypeStandard characters

Filing Basis & Declarations

Standard Characters ClaimedFiled as Use ApplicationUse Application Currently

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Aug 01, 2021

First use in commerce: Aug 01, 2021

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

18 events

REGISTERED-SUPPLEMENTAL REGISTER

Mar 11, 2025

REGISTERED-SUPPLEMENTAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Mar 11, 2025

NOTICE OF REGISTRATION CONFIRMATION EMAILED

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

Feb 14, 2025

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

TEAS REQUEST FOR RECONSIDERATION RECEIVED

Feb 13, 2025

TEAS REQUEST FOR RECONSIDERATION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Feb 13, 2025

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Feb 13, 2025

TEAS/EMAIL CORRESPONDENCE ENTERED

FINAL REFUSAL WRITTEN

Jan 10, 2025

FINAL REFUSAL WRITTEN

FINAL REFUSAL E-MAILED

Jan 10, 2025

FINAL REFUSAL E-MAILED

NOTIFICATION OF FINAL REFUSAL EMAILED

Jan 10, 2025

NOTIFICATION OF FINAL REFUSAL EMAILED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Dec 19, 2024

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Dec 19, 2024

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Dec 19, 2024

TEAS/EMAIL CORRESPONDENCE ENTERED

NON-FINAL ACTION WRITTEN

Nov 19, 2024

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Nov 19, 2024

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Nov 19, 2024

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Nov 18, 2024

ASSIGNED TO EXAMINER

NEW APPLICATION ENTERED

May 03, 2024

NEW APPLICATION ENTERED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

May 03, 2024

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Other Marks by Succession Wealth Planning, LLC

Additional USPTO filings from the same owner.

FOR

FOR WHAT COMES NEXT

98532418

Succession Wealth Planning, LLC

REGISTERED

SWP

98532512

Succession Wealth Planning, LLC

REGISTERED

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

PRO

PROSPERITY WEALTH PLANNING

98672246

PROSPERITY WEALTH PLANNING LLC

REGISTERED

Other Marks by Stuart Thaman

Additional USPTO filings handled by the same attorney of record.

FOR

FOR WHAT COMES NEXT

98532418

98532512

SMITHBOSARGE LLC

98481012

REGISTERED

SUCCESSION WEALTH PLANNING

Run a conflict check

Other Marks by Succession Wealth Planning, LLC

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

Other Marks by Stuart Thaman

Get pre-filing clearance

Search 15M+ trademarks

Resources

Company