QUALIFIED ECONOMICS-BASED FINANCIAL ADVISOR Trademark
Trademark Overview
On Tuesday, December 16, 2025, a trademark application was filed for QUALIFIED ECONOMICS-BASED FINANCIAL ADVISOR with the United States Patent and Trademark Office. The USPTO has given the QUALIFIED ECONOMICS-BASED FINANCIAL ADVISOR trademark a serial number of 99551520. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, December 16, 2025. This trademark is owned by Economic Security Planning, Inc.. The QUALIFIED ECONOMICS-BASED FINANCIAL ADVISOR trademark is filed in the Education & Entertainment Services category with the following description:
Educational services, namely, providing continuing professional education courses in the fields of finances and financial training by individuals and financial advisors; Providing courses of instruction in the field of financial training and education and distribution of course material in connection therewith; Educational services, namely, providing classes, preparing and administering educational tests for professionals and personal financial planners in the fields of finances and financial training
General Information
| Serial Number | 99551520 |
| Word Mark | QUALIFIED ECONOMICS-BASED FINANCIAL ADVISOR |
| Filing Date | Tuesday, December 16, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Tuesday, December 16, 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 | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Educational services, namely, providing continuing professional education courses in the fields of finances and financial training by individuals and financial advisors; Providing courses of instruction in the field of financial training and education and distribution of course material in connection therewith; Educational services, namely, providing classes, preparing and administering educational tests for professionals and personal financial planners in the fields of finances and financial training |
Classification Information
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, December 16, 2025 |
| Primary Code | 041 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Economic Security Planning, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Providence, RI 02904 |
Trademark Events
| Event Date | Event Description |
| Tuesday, December 16, 2025 | NEW APPLICATION ENTERED |
| Tuesday, December 16, 2025 | APPLICATION FILING RECEIPT MAILED |
