ENVISION FINANCIAL PLANNING Trademark
Trademark Overview
On Tuesday, February 4, 2025, a trademark application was filed for ENVISION FINANCIAL PLANNING with the United States Patent and Trademark Office. The USPTO has given the ENVISION FINANCIAL PLANNING trademark a serial number of 99028328. The federal status of this trademark filing is APPROVED FOR PUBLICATION as of Tuesday, July 29, 2025. This trademark is owned by Envision Financial Planning, LLC. The ENVISION FINANCIAL PLANNING trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning and investment advisory services; Financial retirement plan consulting services; Financial planning, namely, the creation of personalized strategies to achieve financial independence
General Information
| Serial Number | 99028328 |
| Word Mark | ENVISION FINANCIAL PLANNING |
| Filing Date | Tuesday, February 4, 2025 |
| Status | 680 - APPROVED FOR PUBLICATION |
| Status Date | Tuesday, July 29, 2025 |
| 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
| Description of Mark | The mark consists of the stylized wording "ENVISION" with the wording "FINANCIAL PLANNING" in smaller letters below; to the right of the wording is a tree formed by three upward facing chevrons stacked above a small shaded triangle. |
| Goods and Services | Financial planning and investment advisory services; Financial retirement plan consulting services; Financial planning, namely, the creation of personalized strategies to achieve financial independence |
| NOT AVAILABLE | "FINANCIAL 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, February 4, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, November 19, 2019 |
| First Use In Commerce Date | Tuesday, November 19, 2019 |
Trademark Owner History
| Party Name | Envision Financial Planning, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Memphis, TN 38137 |
Trademark Events
| Event Date | Event Description |
| Tuesday, February 4, 2025 | NEW APPLICATION ENTERED |
| Tuesday, February 4, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, July 15, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, July 22, 2025 | NON-FINAL ACTION WRITTEN |
| Tuesday, July 22, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, July 28, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, July 28, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, July 28, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, July 29, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, July 22, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Sunday, July 6, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
