DYNAMIC INCOME PLANNING Trademark
Trademark Overview
On Tuesday, October 1, 2024, a trademark application was filed for DYNAMIC INCOME PLANNING with the United States Patent and Trademark Office. The USPTO has given the DYNAMIC INCOME PLANNING trademark a serial number of 98779817. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, October 1, 2024. This trademark is owned by Senior Planning Advisors, LLC. The DYNAMIC INCOME PLANNING trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, max income planning; Financial management in the field of investment accounts; Financial retirement plan consulting services; Providing information in the field of financial planning; Providing information in the field of financial planning for high net worth families
General Information
| Serial Number | 98779817 |
| Word Mark | DYNAMIC INCOME PLANNING |
| Filing Date | Tuesday, October 1, 2024 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Tuesday, October 1, 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 | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, max income planning; Financial management in the field of investment accounts; Financial retirement plan consulting services; Providing information in the field of financial planning; Providing information in the field of financial planning for high net worth families |
| NOT AVAILABLE | "Dynamic Income 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 | Tuesday, October 1, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Senior Planning Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Livonia, MI 48152 |
Trademark Events
| Event Date | Event Description |
| Tuesday, October 1, 2024 | NEW APPLICATION ENTERED |
| Tuesday, October 1, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
