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 REGISTERED as of Tuesday, October 21, 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 | 700 - REGISTERED |
| Status Date | Tuesday, October 21, 2025 |
| Registration Number | 7991943 |
| Registration Date | Tuesday, October 21, 2025 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, September 2, 2025 |
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. |
| NOT AVAILABLE | "FINANCIAL PLANNING" |
| 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 |
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 | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Memphis, TN 38137 |
| Party Name | Envision Financial Planning, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Memphis, TN 38137 |
| 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 |
| Sunday, July 6, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, July 15, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, July 22, 2025 | NON-FINAL ACTION WRITTEN |
| Tuesday, July 22, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, July 22, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, July 28, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, July 28, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, July 28, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, July 29, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, August 27, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, September 2, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, September 2, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 21, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 21, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
