| Serial Number | 99375752 |
| Word Mark | MISSION: ADVICE YOUR STORY. OUR MISSION. FINANCIAL PLANNING & WEALTH MANAGEMENT |
| Filing Date | Thursday, September 4, 2025 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Monday, May 11, 2026 |
| 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 | Tuesday, June 2, 2026 |
| NOT AVAILABLE | "ADVICE" and "FINANCIAL PLANNING & WEALTH MANAGEMENT" |
| Indication of Colors claimed | The color(s) navy blue and orange is/are claimed as a feature of the mark. |
| Pseudo Mark | MISSION ADVICE YOUR STORY OUR MISSION FINANCIAL PLANNING AND WEALTH MANAGEMENT |
| Goods and Services | On-line journals, namely, blogs featuring finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management; Entertainment services, namely, providing podcasts in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management; Providing on-line videos featuring finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management, not downloadable; Entertainment services, namely, providing webcasts in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management; Providing online non-downloadable e-books in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management; Educational services, namely, conducting courses and seminars in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management and distribution of course and educational materials in connection therewith; Providing on-line courses of instruction in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management via a website; Providing education courses in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management offered through online, non-downloadable videos and instructor assistance; Providing classes, seminars, workshops, presentations and retreats in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management; Professional coaching services in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management; Conducting of conferences in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management |
| Description of Mark | The mark consists of the navy blue wording "MISSION:" with the letter "O" being an orange ship's wheel, to the right of which is the orange word "ADVICE", below which is the navy blue wording "YOUR STORY. OUR MISSION.", below which is the orange wording "FINANCIAL PLANNING & WEALTH MANAGEMENT." |
| Goods and Services | Financial planning; Financial planning consultation; Investment advisory services; Financial services, namely, wealth management services; Providing information in the field of wealth management; Financial portfolio management; Estate planning; Estate trust planning; Providing information in the field of employee financial benefit plans; Consulting and information concerning insurance; Financial planning for retirement |
| 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, September 4, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, July 31, 2025 |
| First Use In Commerce Date | Thursday, July 31, 2025 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, September 4, 2025 |
| Primary Code | 041 |
| First Use Anywhere Date | Thursday, July 31, 2025 |
| First Use In Commerce Date | Thursday, July 31, 2025 |
| Party Name | Mission Advice LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Shepherdstown, WV 25443 US |
| Event Date | Event Description |
| Thursday, September 4, 2025 | NEW APPLICATION ENTERED |
| Thursday, September 4, 2025 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, January 28, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, January 28, 2026 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, January 29, 2026 | ASSIGNED TO EXAMINER |
| Wednesday, February 4, 2026 | NON-FINAL ACTION WRITTEN |
| Wednesday, February 4, 2026 | NON-FINAL ACTION E-MAILED |
| Wednesday, February 4, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Saturday, May 2, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Saturday, May 2, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Sunday, May 3, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, May 4, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |