USPTO trademark

PLANNING THOUGHTFULLY, INVESTING WISELY

AllowedUSPTOWord markClass 36

"PLANNING THOUGHTFULLY, INVESTING WISELY" is a word mark owned by Element Point Advisors, LLC, filed at the USPTO on November 17, 2025. It has been allowed and covers class 36 (Insurance and Financial).

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Official USPTO record
PLANNING THOUGHTFULLY, INVESTING WISELY trademark as filed
As filed with the USPTO
Status
Allowed
Since June 23, 2026
Filed
November 17, 2025
Registered
Not yet
Expires
Not recorded
Application no.
99500339
Registration no.
Not yet
Office
USPTO
United States Patent and Trademark Office
Mark type
Word mark
1 class
Ownership

Who owns PLANNING THOUGHTFULLY, INVESTING WISELY

The owner and representative on file with the office.

Owner

Element Point Advisors, LLC

Miami, United States

Representative

Elissa A. Tisdahl

Weisberg I.P. Law, P.A.

Goods and services

What the mark covers

The products and services PLANNING THOUGHTFULLY, INVESTING WISELY is filed for, grouped by Nice class.

History

What has happened so far

Steps recorded by the USPTO, newest first.

  1. Noa e-mailed - sou required from applicant
  2. Official gazette publication confirmation e-mailed
  3. Published for opposition
  4. Notification of notice of publication e-mailed
  5. Approved for pub - principal register
  6. Assigned to examiner
  7. New application office supplied data entered
  8. Application filing receipt mailed
  9. New application entered
FAQ

About PLANNING THOUGHTFULLY, INVESTING WISELY

Who owns the trademark "PLANNING THOUGHTFULLY, INVESTING WISELY"?

The USPTO trademark "PLANNING THOUGHTFULLY, INVESTING WISELY" (application 99500339) is owned by Element Point Advisors, LLC.

What is the status of "PLANNING THOUGHTFULLY, INVESTING WISELY"?

Its status at the USPTO is: allowed.

API

Get this data via the API

Everything on this page comes from the Signa API. Pull PLANNING THOUGHTFULLY, INVESTING WISELY and marks like it into your own product with one request.

  • GET/v1/trademarks/{id}

    The full record: owners, classes, dates and images

  • GET/v1/trademarks/{id}/events

    Every step in the office history

  • GET/v1/proceedings?trademark_id={id}

    Oppositions and cancellations against the mark

Get API keyView docs
GET /v1/trademarks/{id}
ID=tm_019d2b5f-57b9-7618-b696-e4d2d9436a9c
curl https://api.signa.so/v1/trademarks/$ID \
  -H "Authorization: Bearer $SIGNA_API_KEY"
Response
{
  "id": "tm_019d2b5f-57b9-7618-b696-e4d2d9436a9c",
  "object": "trademark",
  "mark_text": "PLANNING THOUGHTFULLY, INVESTING WISELY",
  "status": {
    "primary": "pending",
    "stage": "allowed"
  },
  "office_code": "US",
  "application_number": "99500339",
  "filing_date": "2025-11-17",
  "nice_classes": [
    36
  ],
  "owners": [
    {
      "name": "Element Point Advisors, LLC",
      "entity_id": null
    }
  ]
}