THEORY PLANNING PARTNERS Trademark
Trademark Overview
On Thursday, November 13, 2025, a trademark application was filed for THEORY PLANNING PARTNERS with the United States Patent and Trademark Office. The USPTO has given the THEORY PLANNING PARTNERS trademark a serial number of 99495312. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, November 13, 2025. This trademark is owned by Theory Planning Partners, LLC. The THEORY PLANNING PARTNERS trademark is filed in the Insurance & Financial Services category with the following description:
Financial consultancy services; Financial portfolio management; Financial advisory services; Financial consultancy; Financial advice; Financial wealth management services; Financial analysis; Providing information in the field of financial planning; Providing information regarding financial investment strategies; Provision of financial information; Providing financial risk assessment services; Providing financial advisory services
General Information
| Serial Number | 99495312 |
| Word Mark | THEORY PLANNING PARTNERS |
| Filing Date | Thursday, November 13, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Thursday, November 13, 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 consultancy services; Financial portfolio management; Financial advisory services; Financial consultancy; Financial advice; Financial wealth management services; Financial analysis; Providing information in the field of financial planning; Providing information regarding financial investment strategies; Provision of financial information; Providing financial risk assessment services; Providing financial advisory services |
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 | Thursday, November 13, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, May 31, 2020 |
| First Use In Commerce Date | Sunday, May 31, 2020 |
Trademark Owner History
| Party Name | Theory Planning Partners, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Marblehead, MA 01945 |
Trademark Events
| Event Date | Event Description |
| Thursday, November 13, 2025 | NEW APPLICATION ENTERED |
| Thursday, November 13, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, November 13, 2025 | APPLICATION FILING RECEIPT MAILED |
