| Serial Number | 99649213 |
| Word Mark | ECHOPLAN |
| Filing Date | Thursday, February 12, 2026 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Thursday, June 25, 2026 |
| 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, July 14, 2026 |
| Goods and Services | Downloadable electronic publications in the nature of worksheets, fact sheets, guides, and planners in the field of personal finance, retirement planning, investing, risk management, insurance, tax planning, estate planning, and life events; Comprehensive financial planning tools, namely, downloadable software for tracking financial transactions and audio recordings featuring financial advice. |
| Pseudo Mark | ECHO PLAN |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, February 12, 2026 |
| Primary Code | 009 |
| First Use Anywhere Date | Thursday, February 5, 2026 |
| First Use In Commerce Date | Thursday, February 5, 2026 |
| Party Name | Athena Advisor Services, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Lombard, IL 60148 US |
| Event Date | Event Description |
| Thursday, February 12, 2026 | NEW APPLICATION ENTERED |
| Thursday, February 12, 2026 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, June 10, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, June 11, 2026 | ASSIGNED TO EXAMINER |
| Thursday, June 11, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, June 11, 2026 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Wednesday, June 17, 2026 | NON-FINAL ACTION WRITTEN |
| Wednesday, June 17, 2026 | NON-FINAL ACTION E-MAILED |
| Wednesday, June 17, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, June 17, 2026 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, June 17, 2026 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, June 17, 2026 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, June 17, 2026 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, June 17, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |