Trademark Overview
On Tuesday, October 28, 2025, a trademark application was filed for PLANNING CONFIDENCE SCORE with the United States Patent and Trademark Office. The USPTO has given the PLANNING CONFIDENCE SCORE trademark a serial number of 99466639. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Thursday, January 29, 2026. This trademark is owned by FMR LLC. The PLANNING CONFIDENCE SCORE trademark is filed in the Insurance & Financial Services, Education & Entertainment Services, Personal, and Legal & Social Services categories with the following description:
Production and distribution of videos in the field of family management and relationships; publication of on-line newsletters in the field of family management and relationships; online publication of blogs in the field of family management and relationships; entertainment services, namely, production and distribution of podcasts in the field of family management and relationships; publication of on-line non-downloadable articles in the field of in the field of family management and relationships; education services, namely, production and distribution of non-downloadable webinars in the field of family management and relationships.
Providing information in the field of wealth management; financial advisory services, namely, wealth preservation and intergenerational wealth transfer planning services.; Providing information online in the field of wealth management relating to intrafamily relationships and intergenerational wealth.
Providing a website featuring information in the fields of personal relationships and personal relationship communication practices and services.
