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 NON-FINAL ACTION - MAILED as of Thursday, October 9, 2025. 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
General Information
| Serial Number | 99196800 |
| Word Mark | THE ART AND SCIENCE OF FINANCIAL PLANNING |
| Filing Date | Thursday, May 22, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Thursday, October 9, 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 | Investment advice; Investment management; Investment consultancy; Investment advisory services; Insurance consultancy; Insurance agencies; Financial investment analysis and stock research |
| Goods and Services | Tax and taxation planning, advice, information and consultancy services |
| NOT AVAILABLE | No claim is made to the exclusive right to use "FINANCIAL PLANNING", apart from the mark as shown. |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, May 22, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | Saturday, October 12, 2013 |
| First Use In Commerce Date | Saturday, October 12, 2013 |
| 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 | Thursday, May 22, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, October 12, 2013 |
| First Use In Commerce Date | Saturday, October 12, 2013 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | San Diego, CA 92122 |
Trademark Events
| Event Date | Event Description |
| Thursday, May 22, 2025 | NEW APPLICATION ENTERED |
| Thursday, May 22, 2025 | APPLICATION FILING RECEIPT MAILED |
| Monday, September 29, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, October 9, 2025 | ASSIGNED TO EXAMINER |
| Thursday, October 9, 2025 | NON-FINAL ACTION E-MAILED |
| Thursday, October 9, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, October 9, 2025 | NON-FINAL ACTION WRITTEN |
