SACHI FINANCIAL PLANNING Trademark
Trademark Overview
On Friday, June 14, 2024, a trademark application was filed for SACHI FINANCIAL PLANNING with the United States Patent and Trademark Office. The USPTO has given the SACHI FINANCIAL PLANNING trademark a serial number of 98601282. The federal status of this trademark filing is REGISTERED as of Tuesday, March 18, 2025. This trademark is owned by Sachi Financial Planning LLC. The SACHI FINANCIAL PLANNING trademark is filed in the Insurance & Financial Services category with the following description:
Consultancy of capital investment; Estate planning; Financial advice relating to income tax; Financial advice relating to tax; Financial advice, namely, budget planning; Financial planning and investment advisory services; Financial portfolio analysis services; Financial portfolio management; Financial risk management; Information, advisory, consultancy and financial research services relating to finance and investments; Investment consultancy; Investment management; Management of a capital investment fund; Mutual funds and capital investment; Private equity fund investment services; Providing information in the field of estate planning
General Information
| Serial Number | 98601282 |
| Word Mark | SACHI FINANCIAL PLANNING |
| Filing Date | Friday, June 14, 2024 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, March 18, 2025 |
| Registration Number | 7730875 |
| Registration Date | Tuesday, March 18, 2025 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, January 28, 2025 |
Trademark Statements
| Goods and Services | Consultancy of capital investment; Estate planning; Financial advice relating to income tax; Financial advice relating to tax; Financial advice, namely, budget planning; Financial planning and investment advisory services; Financial portfolio analysis services; Financial portfolio management; Financial risk management; Information, advisory, consultancy and financial research services relating to finance and investments; Investment consultancy; Investment management; Management of a capital investment fund; Mutual funds and capital investment; Private equity fund investment services; Providing information in the field of estate planning |
| NOT AVAILABLE | "FINANCIAL PLANNING" |
| Translation of Words in Mark | The English translation of "SACHI" in the mark is "HAPPINESS". |
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 | Friday, June 14, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, January 1, 2023 |
| First Use In Commerce Date | Sunday, January 1, 2023 |
Trademark Owner History
| Party Name | Sachi Financial Planning LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Newport Beach, CA 92660 |
| Party Name | Sachi Financial Planning LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Newport Beach, CA 92660 |
| Party Name | Sachi Financial Planning LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Newport Beach, CA 92660 |
Trademark Events
| Event Date | Event Description |
| Friday, June 14, 2024 | NEW APPLICATION ENTERED |
| Sunday, January 5, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, January 6, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, January 6, 2025 | ASSIGNED TO EXAMINER |
| Wednesday, January 22, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, January 28, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, January 28, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 18, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, March 18, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
