USPTO serial 99766087
WHERE WEALTH WORKS TOGETHER
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- —
- Examiner
- SCHAEFER, REBECCA ANN
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 686 means your mark is published in the USPTO Official Gazette and in the 30-day opposition period. If no opposition is filed, prosecution typically continues toward registration or a Notice of Allowance. Monitor the opposition window. After it closes, watch for Notice of Allowance (intent-to-use) or registration (use-based).
Need help with WHERE WEALTH WORKS TOGETHER?
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Owner
Overland Park, KS, US
Overland Park, KS, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Jonathan L Hines
Jonathan L Hines Creative Planning Legal, P.A.5454 W110th StreetOverland Park, KS 66211United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Tax preparation; Tax advisory services; Tax consultation; Tax assessment; Tax planning | ACTIVE | — |
| 036 | Financial advisory and consultancy services, namely, Financial planning and wealth management services; investment advisory services; financial portfolio management; Financial advice relating to income tax; Financial advice relating to tax; Estate planning; Estate trust planning; Investment consultation; Investment advice; Investment management | ACTIVE | — |
| 045 | Legal services; Legal advisory services; Providing information in the field of business law | ACTIVE | — |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by Creative Planning, LLC
- Other trademarks owned by Creative Planning, LLC
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 045
- Similar marks named WHERE WEALTH WORKS TOGETHER
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Aug 18, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Aug 18, 2026 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Aug 12, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jul 17, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jul 17, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 15, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Apr 15, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Apr 15, 2026 | NWAP | NEW APPLICATION ENTERED | — |