P-1 FINANCIAL PLANNING & WEALTH STRATEGIES Trademark
Trademark Overview
On Monday, May 4, 2026, a trademark application was filed for P-1 FINANCIAL PLANNING & WEALTH STRATEGIES with the United States Patent and Trademark Office. The USPTO has given the P-1 FINANCIAL PLANNING & WEALTH STRATEGIES trademark a serial number of 99802877. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, May 4, 2026. The P-1 FINANCIAL PLANNING & WEALTH STRATEGIES trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; Financial planning consultation; Financial planning for retirement; Financial advice, namely, budget planning; Financial planning and investment advisory services; Providing information in the field of financial planning; Providing information in the field of financial planning for higher education; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial administration of retirement plans; Financial retirement plan consulting services; Financial administration of employee benefit plans; Financial administration of group insurance plans; Financial consultancy in the field of planned donations for non-profit and charita...
General Information
| Serial Number | 99802877 |
| Word Mark | P-1 FINANCIAL PLANNING & WEALTH STRATEGIES |
| Filing Date | Monday, May 4, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Monday, May 4, 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 | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial planning; Financial planning consultation; Financial planning for retirement; Financial advice, namely, budget planning; Financial planning and investment advisory services; Providing information in the field of financial planning; Providing information in the field of financial planning for higher education; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial administration of retirement plans; Financial retirement plan consulting services; Financial administration of employee benefit plans; Financial administration of group insurance plans; Financial consultancy in the field of planned donations for non-profit and charitable organizations; Financial consultancy in the field of planned donations for non-profit and charitable organisations; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial consultancy services in the field of planned donations for non-profit and charitable organizations; Financial consultancy services in the field of planned donations for non-profit and charitable organisations; Providing information in the field of employee financial benefit plans |
| Pseudo Mark | P ONE FINANCIAL PLANNING AND WEALTH STRATEGIES |
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 | Monday, May 4, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, October 23, 2023 |
| First Use In Commerce Date | Monday, October 23, 2023 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Collierville, TN 38017
US |
Trademark Events
| Event Date | Event Description |
| Monday, May 4, 2026 | NEW APPLICATION ENTERED |
| Monday, May 4, 2026 | APPLICATION FILING RECEIPT MAILED |
