CLAIRWELL FINANCIAL PLANNING Trademark
Trademark Overview
On Friday, December 27, 2024, a trademark application was filed for CLAIRWELL FINANCIAL PLANNING with the United States Patent and Trademark Office. The USPTO has given the CLAIRWELL FINANCIAL PLANNING trademark a serial number of 98924848. The federal status of this trademark filing is REGISTERED as of Tuesday, July 7, 2026. This trademark is owned by Clairwell Financial Planning, LLC. The CLAIRWELL FINANCIAL PLANNING trademark is filed in the Insurance & Financial Services category with the following description:
Financial management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial portfolio management; Financial risk management; Financial risk management consultation; Financial services, namely, wealth management services
General Information
| Serial Number | 98924848 |
| Word Mark | CLAIRWELL FINANCIAL PLANNING |
| Filing Date | Friday, December 27, 2024 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 7, 2026 |
| Registration Number | 8337846 |
| Registration Date | Tuesday, July 7, 2026 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, July 22, 2025 |
Trademark Statements
| Goods and Services | Financial management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial portfolio management; Financial risk management; Financial risk management consultation; Financial services, namely, wealth management services |
| NOT AVAILABLE | "FINANCIAL PLANNING" |
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, December 27, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, February 3, 2025 |
| First Use In Commerce Date | Monday, February 3, 2025 |
Trademark Owner History
| Party Name | Clairwell Financial Planning, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Annapolis, MD 21409
US |
| Party Name | Clairwell Financial Planning, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Annapolis, MD 21409
US |
| Party Name | Clairwell Financial Planning, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Annapolis, MD 21401
US |
Trademark Events
| Event Date | Event Description |
| Friday, December 27, 2024 | NEW APPLICATION ENTERED |
| Monday, April 28, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, June 11, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, June 17, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, June 17, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, June 17, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, June 17, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, June 17, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, July 10, 2025 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Thursday, July 10, 2025 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Thursday, July 10, 2025 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, July 10, 2025 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, July 10, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, July 16, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 22, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 22, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 16, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Thursday, March 12, 2026 | TEAS STATEMENT OF USE RECEIVED |
| Thursday, March 12, 2026 | USE AMENDMENT FILED |
| Tuesday, June 16, 2026 | STATEMENT OF USE PROCESSING COMPLETE |
| Thursday, June 18, 2026 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Thursday, June 18, 2026 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, July 7, 2026 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 7, 2026 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
