BURGESS FINANCIAL PLANNING Trademark
Trademark Overview
On Wednesday, May 13, 2026, a trademark application was filed for BURGESS FINANCIAL PLANNING with the United States Patent and Trademark Office. The USPTO has given the BURGESS FINANCIAL PLANNING trademark a serial number of 99820729. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, May 13, 2026. This trademark is owned by Burgess Financial Planning LLC. The BURGESS FINANCIAL PLANNING trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning and investment advisory services
General Information
| Serial Number | 99820729 |
| Word Mark | BURGESS FINANCIAL PLANNING |
| Filing Date | Wednesday, May 13, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Wednesday, May 13, 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
| NOT AVAILABLE | "FINANCIAL PLANNING" |
| Goods and Services | Financial planning and investment advisory services |
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 | Wednesday, May 13, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, July 1, 2007 |
| First Use In Commerce Date | Sunday, July 1, 2007 |
Trademark Owner History
| Party Name | Burgess Financial Planning LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Portland, OR 97213
US |
Trademark Events
| Event Date | Event Description |
| Wednesday, May 13, 2026 | NEW APPLICATION ENTERED |
| Wednesday, May 13, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, May 13, 2026 | APPLICATION FILING RECEIPT MAILED |
