SHIFT FINANCIAL PLANNING Trademark
Trademark Overview
On Monday, December 2, 2024, a trademark application was filed for SHIFT FINANCIAL PLANNING with the United States Patent and Trademark Office. The USPTO has given the SHIFT FINANCIAL PLANNING trademark a serial number of 98880988. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, July 1, 2025. The SHIFT FINANCIAL PLANNING trademark is filed in the Insurance & Financial Services category with the following description:
Financial advice, namely, budget planning; Financial consultancy; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, financial planning services for individuals, families, and businesses towards financial organization, cash flow planning, and budgeting as well as portfolio investment analysis and management; Financial portfolio analysis services; Financial portfolio management; Management of portfolios of transferable securities; Management of securities portfolios
General Information
| Serial Number | 98880988 |
| Word Mark | SHIFT FINANCIAL PLANNING |
| Filing Date | Monday, December 2, 2024 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, July 1, 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 | Tuesday, July 1, 2025 |
Trademark Statements
| Goods and Services | Financial advice, namely, budget planning; Financial consultancy; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, financial planning services for individuals, families, and businesses towards financial organization, cash flow planning, and budgeting as well as portfolio investment analysis and management; Financial portfolio analysis services; Financial portfolio management; Management of portfolios of transferable securities; Management of securities portfolios |
| NOT AVAILABLE | "FINANCIAL PLANNING" |
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 | Monday, December 2, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, November 23, 2024 |
| First Use In Commerce Date | Saturday, November 23, 2024 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | Tequesta, FL 33469 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Tequesta, FL 33469 |
Trademark Events
| Event Date | Event Description |
| Monday, December 2, 2024 | NEW APPLICATION ENTERED |
| Monday, December 2, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, May 21, 2025 | ASSIGNED TO EXAMINER |
| Thursday, May 29, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, May 29, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, May 29, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, May 29, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, May 29, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, June 25, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 1, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 1, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
