PLANNING WITHIN REACH Trademark
Trademark Overview
On Tuesday, March 25, 2025, a trademark application was filed for PLANNING WITHIN REACH with the United States Patent and Trademark Office. The USPTO has given the PLANNING WITHIN REACH trademark a serial number of 99101929. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Wednesday, October 1, 2025. This trademark is owned by PLANNING WITHIN REACH, LLC. The PLANNING WITHIN REACH trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning and investment advisory services; Financial portfolio management; Investment consultancy
General Information
| Serial Number | 99101929 |
| Word Mark | PLANNING WITHIN REACH |
| Filing Date | Tuesday, March 25, 2025 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Wednesday, October 1, 2025 |
| 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, October 21, 2025 |
Trademark Statements
| Goods and Services | Financial planning and investment advisory services; Financial portfolio management; Investment consultancy |
| NOT AVAILABLE | "PLANNING" |
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 | Tuesday, March 25, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, August 1, 2012 |
| First Use In Commerce Date | Wednesday, August 1, 2012 |
Trademark Owner History
| Party Name | PLANNING WITHIN REACH, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | SAN DIEGO, CA 92101 |
Trademark Events
| Event Date | Event Description |
| Tuesday, September 9, 2025 | NON-FINAL ACTION WRITTEN |
| Tuesday, September 9, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, September 9, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, September 18, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, September 18, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, March 25, 2025 | NEW APPLICATION ENTERED |
| Tuesday, March 25, 2025 | APPLICATION FILING RECEIPT MAILED |
| Sunday, August 10, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, August 22, 2025 | ASSIGNED TO EXAMINER |
| Thursday, September 18, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, September 22, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
