ADVISE WITH PURPOSE. PLAN WITH PRECISION. Trademark
Trademark Overview
On Tuesday, March 10, 2026, a trademark application was filed for ADVISE WITH PURPOSE. PLAN WITH PRECISION. with the United States Patent and Trademark Office. The USPTO has given the ADVISE WITH PURPOSE. PLAN WITH PRECISION. trademark a serial number of 99694220. The federal status of this trademark filing is RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Thursday, July 16, 2026. This trademark is owned by Certified Financial Planner Board of Standards Center for Financial Planning, Inc.. The ADVISE WITH PURPOSE. PLAN WITH PRECISION. trademark is filed in the Advertising, Business and Retail Services and Education & Entertainment Services categories with the following description:
Arranging and conducting conferences and educational lectures, panel discussions, and seminars in the field of financial planning; Arranging and conducting trade conferences in the field of financial planning
Business networking services in the field of financial planning
General Information
| Serial Number | 99694220 |
| Word Mark | ADVISE WITH PURPOSE. PLAN WITH PRECISION. |
| Filing Date | Tuesday, March 10, 2026 |
| Status | 661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED |
| Status Date | Thursday, July 16, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Arranging and conducting conferences and educational lectures, panel discussions, and seminars in the field of financial planning; Arranging and conducting trade conferences in the field of financial planning |
| Goods and Services | Business networking services in the field of financial planning |
| Pseudo Mark | ADVISE WITH PURPOSE PLAN WITH PRECISION |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, July 16, 2026 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, March 10, 2026 |
| Primary Code | 041 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Certified Financial Planner Board of Standards Center for Financial Planning, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Washington, DC 20005
US |
Trademark Events
| Event Date | Event Description |
| Tuesday, March 10, 2026 | NEW APPLICATION ENTERED |
| Tuesday, March 10, 2026 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, July 8, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, July 10, 2026 | ASSIGNED TO EXAMINER |
| Friday, July 10, 2026 | NON-FINAL ACTION WRITTEN |
| Friday, July 10, 2026 | NON-FINAL ACTION E-MAILED |
| Friday, July 10, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, July 16, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, July 16, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, July 16, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
