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 NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, November 13, 2025. 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 | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Thursday, November 13, 2025 |
| 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 except when use with Excel" |
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 |
Trademark Events
| Event Date | Event Description |
| Thursday, November 13, 2025 | NEW APPLICATION ENTERED |
| Thursday, November 13, 2025 | APPLICATION FILING RECEIPT MAILED |
