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 NON-FINAL ACTION - MAILED as of Wednesday, May 14, 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 | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Wednesday, May 14, 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 | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
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 |
| Wednesday, April 30, 2025 | ASSIGNED TO EXAMINER |
| Wednesday, May 14, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, May 14, 2025 | NON-FINAL ACTION E-MAILED |
| Wednesday, May 14, 2025 | NON-FINAL ACTION WRITTEN |
| Tuesday, April 29, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
