SHAPE FRAMEWORK Trademark

Trademark Overview

On Tuesday, November 11, 2025, a trademark application was filed for SHAPE FRAMEWORK with the United States Patent and Trademark Office. The USPTO has given the SHAPE FRAMEWORK trademark a serial number of 99490905. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, November 11, 2025. This trademark is owned by Capital Investment Advisors LLC. The SHAPE FRAMEWORK trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:

Educational services, namely, providing online instruction in the field of retirement and financial life planning; Educational services, namely, providing on-line assessment tools, training programs and coursework in the field of retirement and life financial planning; Education services, namely, providing non-downloadable webinars in the field of retirement and financial planning

Financial advisory and consultancy services; Financial advisory and consultancy services, namely, life planning using proprietary methodology; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Providing financial information via a website; Providing information in the field of finance via a website; Providing financial advice via a website

Downloadable printable educational materials in the field of retirement and financial planning; Downloadable educational course materials in the field of retirement planning and assessment of retirement goals; Downloadable educational materials, namely, printable coursework, surveys, and resources in the field of financial planning and retirement goals assessments
shape framework

General Information

Serial Number99490905
Word MarkSHAPE FRAMEWORK
Filing DateTuesday, November 11, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateTuesday, November 11, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesEducational services, namely, providing online instruction in the field of retirement and financial life planning; Educational services, namely, providing on-line assessment tools, training programs and coursework in the field of retirement and life financial planning; Education services, namely, providing non-downloadable webinars in the field of retirement and financial planning
Goods and ServicesFinancial advisory and consultancy services; Financial advisory and consultancy services, namely, life planning using proprietary methodology; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Providing financial information via a website; Providing information in the field of finance via a website; Providing financial advice via a website
Goods and ServicesDownloadable printable educational materials in the field of retirement and financial planning; Downloadable educational course materials in the field of retirement planning and assessment of retirement goals; Downloadable educational materials, namely, printable coursework, surveys, and resources in the field of financial planning and retirement goals assessments

Classification Information

International Class009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus.
US Class Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateTuesday, November 11, 2025
Primary Code009
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, November 11, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateTuesday, November 11, 2025
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameCapital Investment Advisors LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressAtlanta, GA 30328

Trademark Events

Event DateEvent Description
Tuesday, November 11, 2025NEW APPLICATION ENTERED
Tuesday, November 11, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, November 11, 2025APPLICATION FILING RECEIPT MAILED

Related Keywords

framework shape financial retirement field planning providing services namely educational downloadable website