AFFLUENT FINANCIAL PLANNING Trademark

Trademark Overview

On Friday, July 12, 2024, a trademark application was filed for AFFLUENT FINANCIAL PLANNING with the United States Patent and Trademark Office. The USPTO has given the AFFLUENT FINANCIAL PLANNING trademark a serial number of 98645540. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, July 12, 2024. This trademark is owned by MAC Financial LLC. The AFFLUENT FINANCIAL PLANNING trademark is filed in the Insurance & Financial Services, Education & Entertainment Services, and Computer & Software Services & Scientific Services categories with the following description:

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

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 ...

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
affluent financial planning

General Information

Serial Number98645540
Word MarkAFFLUENT FINANCIAL PLANNING
Filing DateFriday, July 12, 2024
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateFriday, July 12, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesProviding 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 ServicesProviding 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 ServicesProviding 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 Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, July 12, 2024
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateFriday, July 12, 2024
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateFriday, July 12, 2024
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameMAC Financial LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressWaterville, ME 04901

Trademark Events

Event DateEvent Description
Friday, July 12, 2024NEW APPLICATION ENTERED
Friday, July 12, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, July 12, 2024APPLICATION FILING RECEIPT MAILED

Related Keywords

planning financial affluent field providing namely information line services plans featuring