Trademark Overview
On Monday, January 26, 2026, a trademark application was filed for P PLANSCORE with the United States Patent and Trademark Office. The USPTO has given the P PLANSCORE trademark a serial number of 99614205. The federal status of this trademark filing is RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Monday, July 20, 2026. This trademark is owned by Legacy Investment Planning, LLC. The P PLANSCORE trademark is filed in the Insurance & Financial Services, Education & Entertainment Services, and Computer & Software Services & Scientific Services categories with the following description:
Financial planning and investment advisory services; Financial advisory and consultancy services for financial advisors, namely, evaluating the strength of financial plans; Financial advisory and consultancy services for financial advisors, namely, evaluating the strength of customized financial planning strategies; On-line financial planning services; Providing financial information services to financial advisors for use in creating, managing, and presenting financial plans and client proposals; Financial advisory and consultancy services, namely, providing financial advisors with guidance on investment strategies and risk management; providing financial information and financial investments information to support the delivery of financial planning services
Providing temporary use of on-line non-downloadable software development tools for enabling financial advisors to create, manage, store, and generate financial plans and client proposals; Providing temporary use of on-line non-downloadable software development tools for collecting, organizing, and maintaining client financial information; Providing temporary use of on-line non-downloadable software development tools for generating financial plans using pre-designed templates and layouts in the field of financial planning; Providing temporary use of on-line non-downloadable software development tools for advisors to generate and download financial planning documents in PDF format, and enable advisors to share plans with clients or collaborate with other advisors within a membership platform; Providing temporary use of on-line non-downloadable software development tools for managing client accounts and financial plans via an advisor dashboard, and allowing customization of plan templates...
Providing online, non-downloadable, short-form videos in the field of training modules, demonstrations, and instructional content in the field of advisor tools, financial planning software usage, and professional development for financial advisors; Providing a website featuring non-downloadable videos in the field of financial planning; Providing a web site that features informal instruction on financial planning methodologies and best practices, including educational templates, training materials, and resources for use by financial planners with clients and for professional collaboration with other financial advisors; Providing a web site that features informal instruction on the use of assessment tools for planning, scoring and improving financial plans
