TEMPERED FINANCIAL PLAN Trademark
Trademark Overview
On Tuesday, May 6, 2025, a trademark application was filed for TEMPERED FINANCIAL PLAN with the United States Patent and Trademark Office. The USPTO has given the TEMPERED FINANCIAL PLAN trademark a serial number of 99171347. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Thursday, October 2, 2025. The TEMPERED FINANCIAL PLAN trademark is filed in the Insurance & Financial Services category with the following description:
Financial analysis; Investment of funds; Financial analyses; Financial advice; Financial consultancy; Financial planning; Financial consulting; Financial consultation; Financial risk management; Financial information and evaluations; Financial portfolio analysis services; Financial risk assessment services; Financial analysis and consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
General Information
| Serial Number | 99171347 |
| Word Mark | TEMPERED FINANCIAL PLAN |
| Filing Date | Tuesday, May 6, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Thursday, October 2, 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 | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial analysis; Investment of funds; Financial analyses; Financial advice; Financial consultancy; Financial planning; Financial consulting; Financial consultation; Financial risk management; Financial information and evaluations; Financial portfolio analysis services; Financial risk assessment services; Financial analysis and consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement |
| NOT AVAILABLE | "Financial Plan" |
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 | Tuesday, May 6, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, March 20, 2025 |
| First Use In Commerce Date | Thursday, March 20, 2025 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Tampa, FL 33625-3303 |
Trademark Events
| Event Date | Event Description |
| Tuesday, May 6, 2025 | NEW APPLICATION ENTERED |
| Tuesday, May 6, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, May 6, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, September 23, 2025 | ASSIGNED TO EXAMINER |
| Thursday, October 2, 2025 | NON-FINAL ACTION WRITTEN |
| Thursday, October 2, 2025 | NON-FINAL ACTION E-MAILED |
| Thursday, October 2, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
