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 APPROVED FOR PUBLICATION as of Sunday, September 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
General Information
| Serial Number | 98828897 |
| Word Mark | CLIENT-CENTERED FINANCIAL PLANNING |
| Filing Date | Wednesday, October 30, 2024 |
| Status | 680 - APPROVED FOR PUBLICATION |
| Status Date | Sunday, September 21, 2025 |
| 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
| Goods and Services | Financial planning; Financial planning for retirement; 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 | Wednesday, October 30, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, May 31, 2025 |
| First Use In Commerce Date | Saturday, May 31, 2025 |
Trademark Owner History
| Party Name | Guiding Wealth, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Richardson, TX 75080 |
Trademark Events
| Event Date | Event Description |
| Wednesday, October 30, 2024 | NEW APPLICATION ENTERED |
| Tuesday, April 29, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, April 30, 2025 | ASSIGNED TO EXAMINER |
| Wednesday, May 14, 2025 | NON-FINAL ACTION E-MAILED |
| Wednesday, May 14, 2025 | NON-FINAL ACTION WRITTEN |
| Wednesday, May 14, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, August 6, 2025 | USE AMENDMENT FILED |
| Wednesday, August 6, 2025 | AMENDMENT TO USE PROCESSING COMPLETE |
| Wednesday, August 6, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, August 6, 2025 | TEAS AMENDMENT OF USE RECEIVED |
| Sunday, September 21, 2025 | USE AMENDMENT ACCEPTED |
| Sunday, September 21, 2025 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
