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 Number98601282
Word MarkSACHI FINANCIAL PLANNING
Filing DateFriday, June 14, 2024
Status700 - REGISTERED
Status DateTuesday, March 18, 2025
Registration Number7730875
Registration DateTuesday, March 18, 2025
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, January 28, 2025

Trademark Statements


Goods and ServicesConsultancy 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 MarkThe English translation of "SACHI" in the mark is "HAPPINESS".

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, June 14, 2024
Primary Code036
First Use Anywhere DateSunday, January 1, 2023
First Use In Commerce DateSunday, January 1, 2023

Trademark Owner History


Party NameSachi Financial Planning LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressNewport Beach, CA 92660

Party NameSachi Financial Planning LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressNewport Beach, CA 92660

Party NameSachi Financial Planning LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressNewport Beach, CA 92660

Trademark Events


Event DateEvent Description
Friday, June 14, 2024NEW APPLICATION ENTERED
Sunday, January 5, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, January 6, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, January 6, 2025ASSIGNED TO EXAMINER
Wednesday, January 22, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, January 28, 2025PUBLISHED FOR OPPOSITION
Tuesday, January 28, 2025OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, March 18, 2025REGISTERED-PRINCIPAL REGISTER
Tuesday, March 18, 2025NOTICE OF REGISTRATION CONFIRMATION EMAILED