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 NON-FINAL ACTION - MAILED as of Tuesday, April 1, 2025. 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 | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Tuesday, April 1, 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 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 |
| Wednesday, March 19, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, April 1, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, April 1, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, April 1, 2025 | NON-FINAL ACTION WRITTEN |
