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 ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE as of Wednesday, April 16, 2025. 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
General Information
| Serial Number | 98645540 |
| Word Mark | AFFLUENT FINANCIAL PLANNING |
| Filing Date | Friday, July 12, 2024 |
| Status | 602 - ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE |
| Status Date | Wednesday, April 16, 2025 |
| 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 | 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 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 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. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, July 12, 2024 |
| Primary Code | 036 |
| 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 | Friday, July 12, 2024 |
| Primary Code | 041 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, July 12, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | MAC Financial LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Waterville, ME 04901 |
Trademark Events
| Event Date | Event Description |
| Friday, July 12, 2024 | NEW APPLICATION ENTERED |
| Friday, July 12, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, July 12, 2024 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, December 31, 2024 | NON-FINAL ACTION E-MAILED |
| Tuesday, December 31, 2024 | ASSIGNED TO EXAMINER |
| Wednesday, April 16, 2025 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE |
| Wednesday, April 16, 2025 | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND |
| Tuesday, December 31, 2024 | NON-FINAL ACTION WRITTEN |
| Tuesday, December 31, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
