PACIFIC FINANCIAL PLANNERS Trademark

Trademark Overview

On Friday, January 10, 2025, a trademark application was filed for PACIFIC FINANCIAL PLANNERS with the United States Patent and Trademark Office. The USPTO has given the PACIFIC FINANCIAL PLANNERS trademark a serial number of 98952152. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Thursday, February 26, 2026. This trademark is owned by Pacific Financial Planners, LLC. The PACIFIC FINANCIAL PLANNERS trademark is filed in the Insurance & Financial Services category with the following description:

Financial advisory services; Financial asset management; Financial planning; Financial planning for retirement; Financial portfolio management; Financial services, namely, wealth management services; Providing information in the field of wealth management
pacific financial planners

General Information

Serial Number98952152
Word MarkPACIFIC FINANCIAL PLANNERS
Filing DateFriday, January 10, 2025
Status681 - PUBLICATION/ISSUE REVIEW COMPLETE
Status DateThursday, February 26, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 17, 2026

Trademark Statements

NOT AVAILABLE"FINANCIAL PLANNERS"
Goods and ServicesFinancial advisory services; Financial asset management; Financial planning; Financial planning for retirement; Financial portfolio management; Financial services, namely, wealth management services; Providing information in the field of wealth management

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, January 10, 2025
Primary Code036
First Use Anywhere DateMonday, June 14, 2004
First Use In Commerce DateMonday, June 14, 2004

Trademark Owner History

Party NamePacific Financial Planners, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressLaguna Niguel, CA 92677
US

Trademark Events

Event DateEvent Description
Friday, January 10, 2025NEW APPLICATION ENTERED
Friday, January 10, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, June 20, 2025ASSIGNED TO EXAMINER
Friday, June 20, 2025NON-FINAL ACTION WRITTEN
Friday, June 20, 2025NON-FINAL ACTION E-MAILED
Friday, June 20, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, September 22, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, September 22, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, September 22, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, October 14, 2025NON-FINAL ACTION WRITTEN
Tuesday, October 14, 2025NON-FINAL ACTION E-MAILED
Tuesday, October 14, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, January 13, 2026TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, January 13, 2026CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, January 14, 2026TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, February 24, 2026APPROVED FOR PUB - PRINCIPAL REGISTER

Related Keywords

planners financial pacific management services wealth planning providing information field retirement advisory