FUSION PLANNING Trademark
Trademark Overview
On Monday, November 24, 2025, a trademark application was filed for FUSION PLANNING with the United States Patent and Trademark Office. The USPTO has given the FUSION PLANNING trademark a serial number of 99510829. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, April 28, 2026. This trademark is owned by BE Financial LLC. The FUSION PLANNING trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:
Business management consulting and advisory services
Financial planning; Financial planning consultation
General Information
| Serial Number | 99510829 |
| Word Mark | FUSION PLANNING |
| Filing Date | Monday, November 24, 2025 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, April 28, 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 | Tuesday, April 28, 2026 |
Trademark Statements
| Goods and Services | Business management consulting and advisory services |
| Goods and Services | Financial planning; Financial planning consultation |
| NOT AVAILABLE | "PLANNING" |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, November 24, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Monday, November 24, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | BE Financial LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | East Lyme, CT 06333
US |
| Party Name | BE Financial LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | East Lyme, CT 06333
US |
Trademark Events
| Event Date | Event Description |
| Monday, November 24, 2025 | NEW APPLICATION ENTERED |
| Monday, November 24, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, November 24, 2025 | APPLICATION FILING RECEIPT MAILED |
| Saturday, March 28, 2026 | ASSIGNED TO EXAMINER |
| Monday, March 30, 2026 | NON-FINAL ACTION WRITTEN |
| Monday, March 30, 2026 | NON-FINAL ACTION E-MAILED |
| Monday, March 30, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, March 31, 2026 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, March 31, 2026 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, March 31, 2026 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, March 31, 2026 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, March 31, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 22, 2026 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 28, 2026 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 28, 2026 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
