PLANNING ADVANTAGE Trademark
Trademark Overview
On Thursday, July 17, 2025, a trademark application was filed for PLANNING ADVANTAGE with the United States Patent and Trademark Office. The USPTO has given the PLANNING ADVANTAGE trademark a serial number of 99289277. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Monday, January 19, 2026. This trademark is owned by Planning Advantage Group LLC. The PLANNING ADVANTAGE trademark is filed in the Advertising, Business and Retail Services category with the following description:
Business management consulting; Business consulting services in the field of business strategy and operations for financial services institutions, wealth management firms, financial technology companies, and professional services firms; Business consulting services in the field of employee benefit plans; Market research and business analyses
General Information
| Serial Number | 99289277 |
| Word Mark | PLANNING ADVANTAGE |
| Filing Date | Thursday, July 17, 2025 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Monday, January 19, 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 | Tuesday, February 10, 2026 |
Trademark Statements
| NOT AVAILABLE | "PLANNING" |
| Goods and Services | Business management consulting; Business consulting services in the field of business strategy and operations for financial services institutions, wealth management firms, financial technology companies, and professional services firms; Business consulting services in the field of employee benefit plans; Market research and business analyses |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, July 17, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, June 16, 2025 |
| First Use In Commerce Date | Monday, June 16, 2025 |
Trademark Owner History
| Party Name | Planning Advantage Group LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | DENVER, CO 80203 |
Trademark Events
| Event Date | Event Description |
| Thursday, July 17, 2025 | NEW APPLICATION ENTERED |
| Thursday, July 17, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, July 17, 2025 | APPLICATION FILING RECEIPT MAILED |
| Thursday, December 4, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, January 13, 2026 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, January 13, 2026 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, January 13, 2026 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, January 13, 2026 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, January 13, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
