E ETHOS FINANCIAL PLANNING Trademark
Trademark Overview
On Friday, December 12, 2025, a trademark application was filed for E ETHOS FINANCIAL PLANNING with the United States Patent and Trademark Office. The USPTO has given the E ETHOS FINANCIAL PLANNING trademark a serial number of 99545578. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Tuesday, April 21, 2026. This trademark is owned by Ethos Financial Planning LLC. The E ETHOS FINANCIAL PLANNING trademark is filed in the Insurance & Financial Services category with the following description:
Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment brokerage services; Financial planning and investment advisory services; Financial consulting; Providing financial information; Financial analysis and research services; Financial trust planning
General Information
| Serial Number | 99545578 |
| Word Mark | E ETHOS FINANCIAL PLANNING |
| Filing Date | Friday, December 12, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Tuesday, April 21, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Description of Mark | The mark consists of The mark consists of a stylized geometric design resembling the letter “E” within a diamond-shaped background, appearing to the left of the wording “ETHOS” in bold uppercase letters, above the wording “Financial Planning” in smaller stylized font. |
| NOT AVAILABLE | "FINANCIAL PLANNING" |
| Pseudo Mark | ETHOS FINANCIAL PLANNING |
| Goods and Services | Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment brokerage services; Financial planning and investment advisory services; Financial consulting; Providing financial information; Financial analysis and research services; Financial trust 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 | Friday, December 12, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, January 15, 2025 |
| First Use In Commerce Date | Wednesday, January 15, 2025 |
Trademark Owner History
| Party Name | Ethos Financial Planning LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Cleveland, OH 44102
US |
Trademark Events
| Event Date | Event Description |
| Friday, December 12, 2025 | NEW APPLICATION ENTERED |
| Friday, December 12, 2025 | APPLICATION FILING RECEIPT MAILED |
| Monday, April 6, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, April 6, 2026 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, April 16, 2026 | ASSIGNED TO EXAMINER |
| Tuesday, April 21, 2026 | NON-FINAL ACTION WRITTEN |
| Tuesday, April 21, 2026 | NON-FINAL ACTION E-MAILED |
| Tuesday, April 21, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
