SHIFT FINANCIAL PLANNING - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
98880988
Word Mark
SHIFT FINANCIAL PLANNING
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2024-12-02
Filing Date
2024-12-02
Mark Drawing
4 - Standard character mark
Attorney Name
Statements
Goods and Services
Financial advice, namely, budget planning; Financial consultancy; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, financial planning services for individuals, families, and businesses towards financial organization, cash flow planning, and budgeting as well as portfolio investment analysis and management; Financial portfolio analysis services; Financial portfolio management; Management of portfolios of transferable securities; Management of securities portfolios
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
2024-12-02
Primary Code
036
First Use Anywhere Date
2024-11-23
First Use In Commerce Date
2024-11-23
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
01 - Individual
Address
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Correspondences
Name
David H. Faux Law Office of David H. Faux, P.C.
Address
Please log in with your Justia account to see this address.
Prior Registrations
| Relationship Type | Reel Number |
| Prior Registration | 5751520 |
Trademark Events
| Event Date | Event Description |
| 2024-12-02 | NEW APPLICATION ENTERED |
| 2024-12-02 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
