Who owns the YOUR PRIVATE WEALTH PLAN trademark?

The YOUR PRIVATE WEALTH PLAN trademark is owned by Edward J. Bosch, Jr. and Associates, LLC.

What is the serial number for YOUR PRIVATE WEALTH PLAN?

The USPTO serial number for YOUR PRIVATE WEALTH PLAN is 99650513.

What is the registration number for YOUR PRIVATE WEALTH PLAN?

YOUR PRIVATE WEALTH PLAN is registered under USPTO registration number 8490534.

YOU

USPTO Trademark Record

REGISTERED

YOUR PRIVATE WEALTH PLAN

Q: What class is the YOUR PRIVATE WEALTH PLAN trademark registered in?

The YOUR PRIVATE WEALTH PLAN trademark is registered in Class 036 (Insurance, financial & real estate services), Class 041 (Education & entertainment services), Class 042 (Scientific, technology & SaaS services).

SN 99650513·Reg 8490534·Filed Feb 12, 2026

Owner Edward J. Bosch, Jr. and Associates, LLC

Financial, monetary and banking services; insurance services; real estate services.; Education; providing of training; entertainment; sporting and cultural activities.; Scientific and technological services and research and design relating thereto; industrial analysis, industrial research and industrial design services; quality control and authentication services; design and development of computer hardware and software.

YOUR PRIVATE WEALTH PLAN (Serial No. 99650513), Registration No. 8490534, is a registered US trademark filed on Feb 12, 2026 by Edward J. Bosch, Jr. and Associates, LLC. This trademark covers Class 036 (Insurance, financial & real estate services), Class 041 (Education & entertainment services), Class 042 (Scientific, technology & SaaS services).

early section 8: October 06, 2032

Mark Intelligence

YOUR PRIVATE WEALTH PLAN (Reg. #8490534) is a registered US trademark that has been protecting its owner, Edward J. Bosch, Jr. and Associates, LLC, since 2026. The mark covers Class 036 (Insurance, financial & real estate services), Class 041 (Education & entertainment services) and Class 042 (Scientific, technology & SaaS services) respectively. Goods and services include Financial, monetary and banking services; insurance services; real estate services.; Education; providing of training; e....

FILED

Feb 12, 2026

SERIAL

99650513

REG#

8490534

REGISTERED

Oct 06, 2026

Owner

Applicant

Edward J. Bosch, Jr. and Associates, LLC

Entity

LLC

State

Address

541 Buttermilk Pike, Suite 305, Crescent Springs, KY, 41017

Country

Attorney

NameTrevor A. Caudle, Esq.

Law firm

Trevor A. Caudle, Esq. Trevor Caudle Law Practice, PC

Docket

EBOSCH

Address

350 Bay Street, #100-363, San Francisco, CA 94133, United States

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Filing Information

StatusREGISTERED

Filing DateFeb 12, 2026

Serial Number99650513

Registration No.8490534

Registration DateOct 06, 2026

Status DateOct 06, 2026

Mark TypeStandard characters

Attorney DocketEBOSCH

Status DescriptionLive and registered

Filing Signals

FILED

2026

YEARS AGO

CLASSES

MADRID FILINGS

—

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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: Jun 02, 2026

First use in commerce: Jun 02, 2026

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

Class 041Education & entertainment services

US codes: 100, 101, 107

First use anywhere: Jun 02, 2026

First use in commerce: Jun 02, 2026

Education; providing of training; entertainment; sporting and cultural activities.

Class 042Scientific, technology & SaaS services

US codes: 100, 101

First use anywhere: Jun 02, 2026

First use in commerce: Jun 02, 2026

Scientific and technological services and research and design relating thereto; industrial analysis, industrial research and industrial design services; quality control and authentication services; design and development of computer hardware and software.

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

Status History

14 events

REGISTERED-SUPPLEMENTAL REGISTER

Oct 06, 2026

REGISTERED-SUPPLEMENTAL REGISTER

USE AMENDMENT ACCEPTED

Sep 09, 2026

USE AMENDMENT ACCEPTED

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

Sep 09, 2026

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Sep 08, 2026

TEAS RESPONSE TO OFFICE ACTION RECEIVED

TEAS AMENDMENT OF USE RECEIVED

Sep 08, 2026

TEAS AMENDMENT OF USE RECEIVED

USE AMENDMENT FILED

Sep 08, 2026

USE AMENDMENT FILED

AMENDMENT TO USE PROCESSING COMPLETE

Sep 08, 2026

AMENDMENT TO USE PROCESSING COMPLETE

NON-FINAL ACTION WRITTEN

Jun 09, 2026

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Jun 09, 2026

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Jun 09, 2026

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Jun 08, 2026

ASSIGNED TO EXAMINER

NEW APPLICATION ENTERED

Feb 12, 2026

NEW APPLICATION ENTERED

APPLICATION FILING RECEIPT MAILED

Feb 12, 2026

APPLICATION FILING RECEIPT MAILED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Feb 12, 2026

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

YOUR PRIVATE WEALTH PLAN

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Other Marks by Edward J. Bosch, Jr. and Associates, LLC

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

Other Marks by Trevor A. Caudle, Esq.

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