ENHANCED PLANNING Trademark

Trademark Overview


On Thursday, June 13, 2024, a trademark application was filed for ENHANCED PLANNING with the United States Patent and Trademark Office. The USPTO has given the ENHANCED PLANNING trademark a serial number of 98600214. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Thursday, January 30, 2025. This trademark is owned by Gradient Financial Group, LLC. The ENHANCED PLANNING trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Paper & Printed Material Products, and Education & Entertainment Services categories with the following description:

Educational services, namely, providing classes in the fields of finance and insurance, and estate planning

Downloadable printable educational materials in the fields of finance and insurance, and estate planning

Printed educational materials in the fields of finance and insurance, and estate planning
enhanced planning

General Information


Serial Number98600214
Word MarkENHANCED PLANNING
Filing DateThursday, June 13, 2024
Status641 - NON-FINAL ACTION - MAILED
Status DateThursday, January 30, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesEducational services, namely, providing classes in the fields of finance and insurance, and estate planning
Goods and ServicesDownloadable printable educational materials in the fields of finance and insurance, and estate planning
Goods and ServicesPrinted educational materials in the fields of finance and insurance, and estate planning

Classification Information


International Class009 - 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 Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateThursday, June 13, 2024
Primary Code009
First Use Anywhere DateWednesday, July 6, 2022
First Use In Commerce DateWednesday, July 6, 2022

International Class016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks.
US Class Codes002, 005, 022, 023, 029, 037, 038, 050
Class Status Code6 - Active
Class Status DateThursday, June 13, 2024
Primary Code016
First Use Anywhere DateThursday, January 12, 2023
First Use In Commerce DateThursday, January 12, 2023

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateThursday, June 13, 2024
Primary Code041
First Use Anywhere DateMonday, July 11, 2022
First Use In Commerce DateMonday, July 11, 2022

Trademark Owner History


Party NameGradient Financial Group, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressArden Hills, MN 55126

Trademark Events


Event DateEvent Description
Thursday, June 13, 2024NEW APPLICATION ENTERED
Wednesday, December 18, 2024ASSIGNED TO EXAMINER
Monday, January 27, 2025ASSIGNED TO EXAMINER
Thursday, January 30, 2025NON-FINAL ACTION E-MAILED
Thursday, January 30, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, January 30, 2025NON-FINAL ACTION WRITTEN
Thursday, June 13, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED