AFFLUENT FINANCIAL PLANNING - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Image for trademark with serial number 98645540
Serial Number
98645540
Word Mark
AFFLUENT FINANCIAL PLANNING
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2024-07-12
Filing Date
2024-07-12
Mark Drawing
4 - Standard character mark
Statements
Goods and Services
Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Financial services, namely, mortgage planning; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Providing information in the field of financial planning; Financial advice, namely, budget planning; Financial planning for retirement; Financial planning and investment advisory services; Providing information in the field of financial planning for affluent business owners; Financial administration of retirement plans; Financial planning consultation; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial management of employee pension plans; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Providing information in the field of employee financial benefit plans; Financial retirement plan consulting services; On-line financial planning services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial administration of employee pension plans; Financial consulting services in the field of planned giving for non-profit and charitable organizations
Goods and Services
Providing online interviews featuring michael cleary in the field of financial topics for entertainment purposes; Providing a website featuring non-downloadable videos in the field of financial planning
Goods and Services
Providing customized on-line web pages and data feeds featuring user-defined information, which includes blog posts, new media content, other on-line content, and on-line web links to other websites; Hosting of blogs
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2024-07-12
Primary Code
036
International Class
041 - Education; providing of training; entertainment; sporting and cultural activities. - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes
100, 101, 107
Class Status Code
6 - Active
Class Status Date
2024-07-12
Primary Code
041
International Class
042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2024-07-12
Primary Code
042
Current Trademark Owners
Party Type
10 - Original Applicant
Address
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Correspondences
Name
MAC Financial LLC
Address
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Trademark Events
Event DateEvent Description
2024-07-12NEW APPLICATION ENTERED
2024-07-12NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
2024-07-12APPLICATION FILING RECEIPT MAILED