PREPARED FINANCIAL PLANNING - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
99090455
Word Mark
PREPARED FINANCIAL PLANNING
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2025-03-18
Filing Date
2025-03-18
Mark Drawing
4 - Standard character mark
Attorney Name
Statements
Disclaimer
No claim is made to the exclusive right to use FINANCIAL PLANNING, apart from the mark as shown.
Goods and Services
Investment management; Financial planning; Financial planning for retirement; Financial advice relating to tax; Financial investment analysis and stock research; Financial risk management consultation; Philanthropy consultation relating to charitable fundraising; Financial consultation in the field of estate planning reviews; Financial consultation in the field of retirement planning; Financial consultation in the field of tax planning; Financial consultation in the field of insurance and risk management assessments; Financial consultation in the field of philanthropic gifting
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
2025-03-18
Primary Code
036
First Use Anywhere Date
2023-06-15
First Use In Commerce Date
2023-08-01
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Correspondences
Name
ERIK MICHAEL PELTON ERIK M. PELTON & ASSOCIATES, PLLC
Address
Please log in with your Justia account to see this address.
Trademark Events
| Event Date | Event Description |
| 2025-03-18 | NEW APPLICATION ENTERED |
| 2025-03-18 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| 2025-03-18 | APPLICATION FILING RECEIPT MAILED |
