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 PUBLICATION/ISSUE REVIEW COMPLETE as of Tuesday, June 10, 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 | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Tuesday, June 10, 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 | 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 |
