ASSET PLANNING, INC. AP FINANCIAL PLANNING & ASSET MANAGEMENT Trademark

Trademark Overview

On Tuesday, November 22, 2022, a trademark application was filed for ASSET PLANNING, INC. AP FINANCIAL PLANNING & ASSET MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the ASSET PLANNING, INC. AP FINANCIAL PLANNING & ASSET MANAGEMENT trademark a serial number of 97687290. The federal status of this trademark filing is REGISTERED as of Tuesday, January 2, 2024. This trademark is owned by Asset Planning Inc.. The ASSET PLANNING, INC. AP FINANCIAL PLANNING & ASSET MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, post-divorce financial planning, financial planning after a death of a loved one, financial planning for the education funding for children or grandchildren, and family financial wealth transfer planning; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial retirement plan consulting services; Financial asset management; Strategic financial advisory services
asset planning, inc. ap financial planning & asset management

General Information

Serial Number97687290
Word MarkASSET PLANNING, INC. AP FINANCIAL PLANNING & ASSET MANAGEMENT
Filing DateTuesday, November 22, 2022
Status700 - REGISTERED
Status DateTuesday, January 2, 2024
Registration Number7259068
Registration DateTuesday, January 2, 2024
Mark Drawing3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, October 17, 2023

Trademark Statements

Description of Marktwo offset boxes, the left one in dark blue with a white, lower-case letter "A" and the right in light blue with a white, lower-case letter "p". The wording "ASSET PLANNING, INC." is in the upper right of the mark with the term "ASSET" in white and within the dark blue box and the term "PLANNING, INC." in dark blue above the light blue box, the wording "FINANCIAL PLANNING & ASSET MANAGEMENT" in dark blue is below the dark blue box. All other white in the mark is merely background and is not claimed as part of the mark.
Pseudo MarkASSET PLANNING INC AP FINANCIAL PLANNING AND ASSET MANAGEMENT
Goods and ServicesFinancial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, post-divorce financial planning, financial planning after a death of a loved one, financial planning for the education funding for children or grandchildren, and family financial wealth transfer planning; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial retirement plan consulting services; Financial asset management; Strategic financial advisory services
Indication of Colors claimedThe color(s) dark blue, light blue and white is/are claimed as a feature of the mark.
Disclaimer with Predetermined Text"ASSET PLANNING, INC." AND "FINANCIAL PLANNING & ASSET MANAGEMENT"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 102, 101
Class Status Code6 - Active
Class Status DateTuesday, December 13, 2022
Primary Code036
First Use Anywhere DateFriday, February 13, 1998
First Use In Commerce DateFriday, February 13, 1998

Trademark Owner History

Party NameAsset Planning Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressCypress, CA 90630
Party NameAsset Planning Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressCypress, CA 90630
Party NameAsset Planning Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressCypress, CA 90630

Trademark Events

Event DateEvent Description
Tuesday, January 2, 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, January 2, 2024REGISTERED-PRINCIPAL REGISTER
Wednesday, December 6, 2023ASSIGNED TO EXAMINER
Tuesday, October 17, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 17, 2023PUBLISHED FOR OPPOSITION
Wednesday, September 27, 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Thursday, September 14, 2023APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, September 14, 2023EXAMINER'S AMENDMENT ENTERED
Thursday, September 14, 2023NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, September 14, 2023EXAMINERS AMENDMENT E-MAILED
Thursday, September 14, 2023EXAMINERS AMENDMENT -WRITTEN
Tuesday, September 5, 2023ASSIGNED TO EXAMINER
Wednesday, December 14, 2022NOTICE OF DESIGN SEARCH CODE E-MAILED
Tuesday, December 13, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, November 25, 2022NEW APPLICATION ENTERED

Related Keywords

asset planning management financial services advisory namely investment retirement personalized consultation