THE ENGINEERED FINANCIAL PLAN Trademark
Trademark Overview
On Friday, May 9, 2025, a trademark application was filed for THE ENGINEERED FINANCIAL PLAN with the United States Patent and Trademark Office. The USPTO has given the THE ENGINEERED FINANCIAL PLAN trademark a serial number of 99177084. The federal status of this trademark filing is APPROVED FOR PUBLICATION as of Monday, January 5, 2026. The THE ENGINEERED FINANCIAL PLAN trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; Investment management
General Information
| Serial Number | 99177084 |
| Word Mark | THE ENGINEERED FINANCIAL PLAN |
| Filing Date | Friday, May 9, 2025 |
| Status | 680 - APPROVED FOR PUBLICATION |
| Status Date | Monday, January 5, 2026 |
| 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 planning; Investment management |
| 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 | Friday, May 9, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Tyler, TX 75703 |
Trademark Events
| Event Date | Event Description |
| Friday, May 9, 2025 | NEW APPLICATION ENTERED |
| Friday, May 9, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, May 9, 2025 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, September 24, 2025 | ASSIGNED TO EXAMINER |
| Monday, January 5, 2026 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, January 5, 2026 | EXAMINERS AMENDMENT E-MAILED |
| Monday, January 5, 2026 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, January 5, 2026 | EXAMINER'S AMENDMENT ENTERED |
| Monday, January 5, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
