
| Serial Number | 99532392 |
| Word Mark | CETERA PLANNING PARTNERS |
| Filing Date | Friday, December 5, 2025 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, May 5, 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 | Tuesday, May 5, 2026 |
| Goods and Services | Business management consulting and advisory services; Business management consulting services in the field of financial advisory, wealth management, and retirement planning services; Business management consulting services in the field of administration of business engaged in financial advisory, wealth management, and retirement planning services; Tax and taxation planning, advice, information and consultancy services |
| NOT AVAILABLE | "PLANNING PARTNERS" |
| Goods and Services | Education services, namely, providing classes, seminars, workshops, presentations and retreats in the field of financial advisory, wealth management, and retirement planning services |
| Goods and Services | Financial advisory and consultancy services, namely, wealth management services; financial planning and investment advisory services; insurance and financial information and consultancy services; financial services, namely, estate settlement services; Trust services, namely, investment and trust company services; Financial trust planning |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, December 5, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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, December 5, 2025 |
| 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, December 5, 2025 |
| Primary Code | 041 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Cetera Financial Holdings, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | El Segundo, CA 90245 US |
| Party Name | Cetera Financial Holdings, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | El Segundo, CA 90245 US |
| Event Date | Event Description |
| Friday, December 5, 2025 | NEW APPLICATION ENTERED |
| Friday, December 5, 2025 | APPLICATION FILING RECEIPT MAILED |
| Thursday, February 12, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, April 9, 2026 | ASSIGNED TO EXAMINER |
| Thursday, April 9, 2026 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, April 9, 2026 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, April 9, 2026 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, April 9, 2026 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, April 9, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 29, 2026 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 5, 2026 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 5, 2026 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |