NFI FINANCIAL PLANNING Trademark
Trademark Overview
On Wednesday, October 4, 2023, a trademark application was filed for NFI FINANCIAL PLANNING with the United States Patent and Trademark Office. The USPTO has given the NFI FINANCIAL PLANNING trademark a serial number of 98209597. The federal status of this trademark filing is REGISTERED as of Tuesday, August 5, 2025. This trademark is owned by RFI FINANCIAL PLANNING, LLC. The NFI FINANCIAL PLANNING trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; Financial planning and investment advisory services; Financial planning consultation
General Information
| Serial Number | 98209597 |
| Word Mark | NFI FINANCIAL PLANNING |
| Filing Date | Wednesday, October 4, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, August 5, 2025 |
| Registration Number | 7883697 |
| Registration Date | Tuesday, August 5, 2025 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, August 6, 2024 |
Trademark Statements
| Goods and Services | Financial planning; Financial planning and investment advisory services; Financial planning consultation |
| 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 | Wednesday, October 4, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, December 31, 2024 |
| First Use In Commerce Date | Tuesday, December 31, 2024 |
Trademark Owner History
| Party Name | RFI FINANCIAL PLANNING, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | HUNT VALLEY, MD 21030 |
| Party Name | RFI FINANCIAL PLANNING, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | HUNT VALLEY, MD 21030 |
| Party Name | RFI FINANCIAL PLANNING, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | HUNT VALLEY, MD 21030 |
Trademark Events
| Event Date | Event Description |
| Wednesday, December 20, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, October 4, 2023 | NEW APPLICATION ENTERED |
| Friday, May 24, 2024 | ASSIGNED TO EXAMINER |
| Monday, July 1, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 17, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 1, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, August 6, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 6, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 1, 2025 | TEAS STATEMENT OF USE RECEIVED |
| Thursday, July 10, 2025 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, April 1, 2025 | USE AMENDMENT FILED |
| Thursday, July 10, 2025 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, July 16, 2025 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, August 5, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, August 5, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Friday, July 11, 2025 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
