AMERIPLAN FINANCIAL PLAN Trademark

Trademark Overview

On Monday, November 3, 2025, a trademark application was filed for AMERIPLAN FINANCIAL PLAN with the United States Patent and Trademark Office. The USPTO has given the AMERIPLAN FINANCIAL PLAN trademark a serial number of 99475913. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Thursday, June 18, 2026. The AMERIPLAN FINANCIAL PLAN trademark is filed in the Insurance & Financial Services category with the following description:

Providing financial advisory services in the field of investment consultation, strategic asset allocation, cashflow planning, financial planning, retirement planning, liquidity and tax planning, risk management and asset protection, wealth transfer services, integrated asset allocation and portfolio design, customized asset management programs, diversification strategies, alternative investments, debt management, estate planning, education planning and multigenerational financial planning; financial services, namely, wealth management services; financial advice
ameriplan financial plan

General Information

Serial Number99475913
Word MarkAMERIPLAN FINANCIAL PLAN
Filing DateMonday, November 3, 2025
Status681 - PUBLICATION/ISSUE REVIEW COMPLETE
Status DateThursday, June 18, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 7, 2026

Trademark Statements

Goods and ServicesProviding financial advisory services in the field of investment consultation, strategic asset allocation, cashflow planning, financial planning, retirement planning, liquidity and tax planning, risk management and asset protection, wealth transfer services, integrated asset allocation and portfolio design, customized asset management programs, diversification strategies, alternative investments, debt management, estate planning, education planning and multigenerational financial planning; financial services, namely, wealth management services; financial advice
NOT AVAILABLE"FINANCIAL PLAN"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, November 3, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressPlainview, NY 11803
US

Trademark Events

Event DateEvent Description
Monday, November 3, 2025NEW APPLICATION ENTERED
Monday, November 3, 2025APPLICATION FILING RECEIPT MAILED
Wednesday, February 11, 2026NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, March 16, 2026ASSIGNED TO EXAMINER
Wednesday, March 18, 2026NON-FINAL ACTION WRITTEN
Wednesday, March 18, 2026NON-FINAL ACTION E-MAILED
Wednesday, March 18, 2026NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, June 8, 2026TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, June 8, 2026CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, June 8, 2026TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, June 10, 2026APPROVED FOR PUB - PRINCIPAL REGISTER

Related Keywords

plan financial ameriplan planning management asset services wealth allocation diversification namely advice