EPS EXCEL PLANNING SOLUTIONS Trademark
Trademark Overview
On Thursday, November 13, 2025, a trademark application was filed for EPS EXCEL PLANNING SOLUTIONS with the United States Patent and Trademark Office. The USPTO has given the EPS EXCEL PLANNING SOLUTIONS trademark a serial number of 99494598. The federal status of this trademark filing is SUSPENSION LETTER - MAILED as of Wednesday, March 25, 2026. This trademark is owned by HERITAGE PLANNING, LLC. The EPS EXCEL PLANNING SOLUTIONS trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning
General Information
| Serial Number | 99494598 |
| Word Mark | EPS EXCEL PLANNING SOLUTIONS |
| Filing Date | Thursday, November 13, 2025 |
| Status | 653 - SUSPENSION LETTER - MAILED |
| Status Date | Wednesday, March 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 | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial planning |
| NOT AVAILABLE | "PLANNING SOLUTIONS" |
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 | Thursday, November 13, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, September 6, 2023 |
| First Use In Commerce Date | Thursday, September 7, 2023 |
Trademark Owner History
| Party Name | HERITAGE PLANNING, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Houston, TX 77042
US |
Trademark Events
| Event Date | Event Description |
| Thursday, November 13, 2025 | NEW APPLICATION ENTERED |
| Thursday, November 13, 2025 | APPLICATION FILING RECEIPT MAILED |
| Thursday, February 12, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, March 23, 2026 | ASSIGNED TO EXAMINER |
| Tuesday, March 24, 2026 | NON-FINAL ACTION WRITTEN |
| Tuesday, March 24, 2026 | NON-FINAL ACTION E-MAILED |
| Tuesday, March 24, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, March 25, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, March 25, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, March 25, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, March 25, 2026 | SUSPENSION LETTER WRITTEN |
| Wednesday, March 25, 2026 | LETTER OF SUSPENSION E-MAILED |
| Wednesday, March 25, 2026 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
