CLIENT-CENTERED FINANCIAL PLANNING Trademark

Trademark Overview

On Wednesday, October 30, 2024, a trademark application was filed for CLIENT-CENTERED FINANCIAL PLANNING with the United States Patent and Trademark Office. The USPTO has given the CLIENT-CENTERED FINANCIAL PLANNING trademark a serial number of 98828897. The federal status of this trademark filing is REGISTERED as of Tuesday, October 21, 2025. This trademark is owned by Guiding Wealth, LLC. The CLIENT-CENTERED FINANCIAL PLANNING trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning; Financial planning for retirement; Financial services, namely, wealth management services
client-centered financial planning

General Information

Serial Number98828897
Word MarkCLIENT-CENTERED FINANCIAL PLANNING
Filing DateWednesday, October 30, 2024
Status700 - REGISTERED
Status DateTuesday, October 21, 2025
Registration Number7996764
Registration DateTuesday, October 21, 2025
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

NOT AVAILABLE"FINANCIAL PLANNING"
Goods and ServicesFinancial planning; Financial planning for retirement; Financial services, namely, wealth management services

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, October 30, 2024
Primary Code036
First Use Anywhere DateSaturday, May 31, 2025
First Use In Commerce DateSaturday, May 31, 2025

Trademark Owner History

Party NameGuiding Wealth, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressRichardson, TX 75080
Party NameGuiding Wealth, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressRichardson, TX 75080

Trademark Events

Event DateEvent Description
Wednesday, October 30, 2024NEW APPLICATION ENTERED
Tuesday, April 29, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, April 30, 2025ASSIGNED TO EXAMINER
Wednesday, May 14, 2025NON-FINAL ACTION WRITTEN
Wednesday, May 14, 2025NON-FINAL ACTION E-MAILED
Wednesday, May 14, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, August 6, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, August 6, 2025TEAS AMENDMENT OF USE RECEIVED
Wednesday, August 6, 2025USE AMENDMENT FILED
Wednesday, August 6, 2025AMENDMENT TO USE PROCESSING COMPLETE
Sunday, September 21, 2025USE AMENDMENT ACCEPTED
Sunday, September 21, 2025APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Tuesday, October 21, 2025REGISTERED-SUPPLEMENTAL REGISTER
Tuesday, October 21, 2025NOTICE OF REGISTRATION CONFIRMATION EMAILED

Related Keywords

planning financial centered client services management wealth namely retirement