CLOSE REACH FINANCIAL PLANNING Trademark
Trademark Overview
On Tuesday, June 13, 2023, a trademark application was filed for CLOSE REACH FINANCIAL PLANNING with the United States Patent and Trademark Office. The USPTO has given the CLOSE REACH FINANCIAL PLANNING trademark a serial number of 98040167. The federal status of this trademark filing is NOTICE OF ALLOWANCE - ISSUED as of Tuesday, June 4, 2024. This trademark is owned by Close Reach Financial Planning, LLC. The CLOSE REACH FINANCIAL PLANNING trademark is filed in the Insurance & Financial Services category with the following description:
Financial investment analysis; Financial planning and investment advisory services; Financial planning, namely, providing information for the creation of investment strategies; Providing financial information and advice in the field of finance, financial investments, financial valuations and the financial aspects of retirement; Education funding analysis in the nature of financial analysis; Providing financial information in the field of financial stock and equity markets; Providing investors with financial information; Financial and investment services, namely, financial management and financial investment brokerage in the fields of stocks, bonds, options, futures and other securities; financial analysis, management, consulting and advisory services; funds investment; investment services, namely, financial asset management; investment analysis in the nature of investment advisory services
General Information
| Serial Number | 98040167 |
| Word Mark | CLOSE REACH FINANCIAL PLANNING |
| Filing Date | Tuesday, June 13, 2023 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, June 4, 2024 |
| 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, April 9, 2024 |
Trademark Statements
| Goods and Services | Financial investment analysis; Financial planning and investment advisory services; Financial planning, namely, providing information for the creation of investment strategies; Providing financial information and advice in the field of finance, financial investments, financial valuations and the financial aspects of retirement; Education funding analysis in the nature of financial analysis; Providing financial information in the field of financial stock and equity markets; Providing investors with financial information; Financial and investment services, namely, financial management and financial investment brokerage in the fields of stocks, bonds, options, futures and other securities; financial analysis, management, consulting and advisory services; funds investment; investment services, namely, financial asset management; investment analysis in the nature of investment advisory 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 | Monday, July 17, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Close Reach Financial Planning, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Manchester, CT 06040 |
| Party Name | Close Reach Financial Planning, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | West Hartford, CT 06127 |
Trademark Events
| Event Date | Event Description |
| Friday, June 16, 2023 | NEW APPLICATION ENTERED |
| Monday, July 17, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, March 4, 2024 | ASSIGNED TO EXAMINER |
| Tuesday, March 5, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, March 5, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, March 5, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, March 5, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, March 5, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 20, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 9, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 9, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 4, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Thursday, November 14, 2024 | TEAS STATEMENT OF USE RECEIVED |
