PLANNING YOUR FINANCIAL FUTURE Trademark

Trademark Overview


On Monday, February 26, 2024, a trademark application was filed for PLANNING YOUR FINANCIAL FUTURE with the United States Patent and Trademark Office. The USPTO has given the PLANNING YOUR FINANCIAL FUTURE trademark a serial number of 98421547. The federal status of this trademark filing is REGISTERED as of Tuesday, May 20, 2025. This trademark is owned by Pacific Capital Resource Group, Inc.. The PLANNING YOUR FINANCIAL FUTURE trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning; Financial consultancy services; Financial services, namely, wealth management services; Financial asset management; Investment management; Financial retirement plan consulting services; Estate planning; financial asset management protection and consulting; Small business planning; Tax strategy planning, namely, financial advice relating to tax
planning your financial future

General Information


Serial Number98421547
Word MarkPLANNING YOUR FINANCIAL FUTURE
Filing DateMonday, February 26, 2024
Status700 - REGISTERED
Status DateTuesday, May 20, 2025
Registration Number7805148
Registration DateTuesday, May 20, 2025
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, November 19, 2024

Trademark Statements


Goods and ServicesFinancial planning; Financial consultancy services; Financial services, namely, wealth management services; Financial asset management; Investment management; Financial retirement plan consulting services; Estate planning; financial asset management protection and consulting; Small business planning; Tax strategy planning, namely, financial advice relating to tax

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, February 26, 2024
Primary Code036
First Use Anywhere DateFriday, February 7, 2025
First Use In Commerce DateFriday, February 7, 2025

Trademark Owner History


Party NamePacific Capital Resource Group, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressBellevue, WA 98004

Party NamePacific Capital Resource Group, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressBellevue, WA 98004

Party NamePacific Capital Resource Group, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressBellevue, WA 98004

Trademark Events


Event DateEvent Description
Monday, February 26, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, September 13, 2024ASSIGNED TO EXAMINER
Wednesday, September 25, 2024PRIORITY ACTION E-MAILED
Wednesday, September 25, 2024NOTIFICATION OF PRIORITY ACTION E-MAILED
Wednesday, September 25, 2024PRIORITY ACTION WRITTEN
Wednesday, October 9, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, October 9, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, October 9, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, October 10, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, November 13, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, November 19, 2024PUBLISHED FOR OPPOSITION
Tuesday, November 19, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, December 31, 2024NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Monday, February 10, 2025TEAS STATEMENT OF USE RECEIVED
Monday, April 21, 2025CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, April 22, 2025STATEMENT OF USE PROCESSING COMPLETE
Monday, February 26, 2024NEW APPLICATION ENTERED
Monday, February 10, 2025USE AMENDMENT FILED
Wednesday, April 30, 2025ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, April 30, 2025NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, May 20, 2025REGISTERED-PRINCIPAL REGISTER
Tuesday, May 20, 2025NOTICE OF REGISTRATION CONFIRMATION EMAILED