ETHOS FINANCIAL PLANNING Trademark
Trademark Overview
On Friday, December 12, 2025, a trademark application was filed for ETHOS FINANCIAL PLANNING with the United States Patent and Trademark Office. The USPTO has given the ETHOS FINANCIAL PLANNING trademark a serial number of 99545578. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, December 12, 2025. This trademark is owned by Ethos Financial Planning LLC. The ETHOS FINANCIAL PLANNING trademark is filed in the Insurance & Financial Services category with the following description:
Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment brokerage services; Financial planning and investment advisory services; Financial consulting; Providing financial information; Financial analysis and research services; Financial trust planning
General Information
| Serial Number | 99545578 |
| Word Mark | ETHOS FINANCIAL PLANNING |
| Filing Date | Friday, December 12, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, December 12, 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
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Description of Mark | The mark consists of The mark consists of a stylized geometric design resembling the letter “E” within a diamond-shaped background, appearing to the left of the wording “ETHOS” in bold uppercase letters, above the wording “Financial Planning” in smaller stylized font. |
| Goods and Services | Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment brokerage services; Financial planning and investment advisory services; Financial consulting; Providing financial information; Financial analysis and research services; Financial trust planning |
| 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 | Friday, December 12, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, January 15, 2025 |
| First Use In Commerce Date | Wednesday, January 15, 2025 |
Trademark Owner History
| Party Name | Ethos Financial Planning LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Cleveland, OH 44102 |
Trademark Events
| Event Date | Event Description |
| Friday, December 12, 2025 | NEW APPLICATION ENTERED |
| Friday, December 12, 2025 | APPLICATION FILING RECEIPT MAILED |
