THE ART AND SCIENCE OF FINANCIAL PLANNING Trademark

Trademark Overview

On Thursday, May 22, 2025, a trademark application was filed for THE ART AND SCIENCE OF FINANCIAL PLANNING with the United States Patent and Trademark Office. The USPTO has given the THE ART AND SCIENCE OF FINANCIAL PLANNING trademark a serial number of 99196800. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, January 6, 2026. The THE ART AND SCIENCE OF FINANCIAL PLANNING trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Investment advice; Investment management; Investment consultancy; Investment advisory services; Insurance consultancy; Insurance agencies; Financial investment analysis and stock research

Tax and taxation planning, advice, information and consultancy services
the art and science of financial planning

General Information

Serial Number99196800
Word MarkTHE ART AND SCIENCE OF FINANCIAL PLANNING
Filing DateThursday, May 22, 2025
Status686 - PUBLISHED FOR OPPOSITION
Status DateTuesday, January 6, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, January 6, 2026

Trademark Statements

NOT AVAILABLE"FINANCIAL PLANNING"
Goods and ServicesInvestment advice; Investment management; Investment consultancy; Investment advisory services; Insurance consultancy; Insurance agencies; Financial investment analysis and stock research
Goods and ServicesTax and taxation planning, advice, information and consultancy services

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, May 22, 2025
Primary Code035
First Use Anywhere DateSaturday, October 12, 2013
First Use In Commerce DateSaturday, October 12, 2013
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, May 22, 2025
Primary Code036
First Use Anywhere DateSaturday, October 12, 2013
First Use In Commerce DateSaturday, October 12, 2013

Trademark Owner History

Party NameNOT AVAILABLE
Party Type20 - Owner at Publication
Legal Entity Type01 - Individual
AddressSan Diego, CA 92122
Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressSan Diego, CA 92122

Trademark Events

Event DateEvent Description
Thursday, May 22, 2025NEW APPLICATION ENTERED
Thursday, May 22, 2025APPLICATION FILING RECEIPT MAILED
Monday, September 29, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, October 9, 2025ASSIGNED TO EXAMINER
Thursday, October 9, 2025NON-FINAL ACTION WRITTEN
Thursday, October 9, 2025NON-FINAL ACTION E-MAILED
Thursday, October 9, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, November 5, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, November 5, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, November 5, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, December 9, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, December 31, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, January 6, 2026PUBLISHED FOR OPPOSITION
Tuesday, January 6, 2026OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Related Keywords

planning financial science investment consultancy insurance advice services taxation research information stock