THE PLANNING WAY Trademark

Trademark Overview


On Wednesday, October 1, 2025, a trademark application was filed for THE PLANNING WAY with the United States Patent and Trademark Office. The USPTO has given the THE PLANNING WAY trademark a serial number of 99424177. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, October 1, 2025. The THE PLANNING WAY trademark is filed in the Paper & Printed Material Products and Education & Entertainment Services categories with the following description:

Educational services, namely, conducting seminars, workshops, courses, and speaking engagements in the fields of personal finance, tax planning, wealth management, and self-improvement; providing online non-downloadable publications, namely, blogs and articles in the fields of personal finance and self-improvement.

Printed books, workbooks, manuals, and downloadable publications in the fields of personal finance, tax planning, wealth management, and self-improvement.
the planning way

General Information


Serial Number99424177
Word MarkTHE PLANNING WAY
Filing DateWednesday, October 1, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateWednesday, October 1, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesEducational services, namely, conducting seminars, workshops, courses, and speaking engagements in the fields of personal finance, tax planning, wealth management, and self-improvement; providing online non-downloadable publications, namely, blogs and articles in the fields of personal finance and self-improvement.
Goods and ServicesPrinted books, workbooks, manuals, and downloadable publications in the fields of personal finance, tax planning, wealth management, and self-improvement.

Classification Information


International Class016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks.
US Class Codes002, 005, 022, 023, 029, 037, 038, 050
Class Status Code6 - Active
Class Status DateWednesday, October 1, 2025
Primary Code016
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateWednesday, October 1, 2025
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressRossmoor, CA 90720

Trademark Events


Event DateEvent Description
Wednesday, October 1, 2025NEW APPLICATION ENTERED
Wednesday, October 1, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, October 1, 2025APPLICATION FILING RECEIPT MAILED