THOUGHTFUL PLAN Trademark
Trademark Overview
On Wednesday, April 1, 2026, a trademark application was filed for THOUGHTFUL PLAN with the United States Patent and Trademark Office. The USPTO has given the THOUGHTFUL PLAN trademark a serial number of 99738045. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, April 1, 2026. This trademark is owned by Thoughtful Plan, Inc. The THOUGHTFUL PLAN trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; Financial planning consultation; Financial planning for retirement; Financial advice, namely, budget planning; Financial services, namely, mortgage planning; Financial planning and investment advisory services; Providing information in the field of financial planning; Providing information in the field of financial planning for higher education; On-line financial planning services; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial administration of retirement plans; Financial retirement plan consulting services; Financial management of employee pension plans; Financial administration of employee pension plans; Financial administration of employee benefit plans; Financial administration of group insurance plans; Financial consultancy in the field of planned donations for non-profit and charitable organizations; Providing information in the field...
General Information
| Serial Number | 99738045 |
| Word Mark | THOUGHTFUL PLAN |
| Filing Date | Wednesday, April 1, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Wednesday, April 1, 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; Financial planning consultation; Financial planning for retirement; Financial advice, namely, budget planning; Financial services, namely, mortgage planning; Financial planning and investment advisory services; Providing information in the field of financial planning; Providing information in the field of financial planning for higher education; On-line financial planning services; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial administration of retirement plans; Financial retirement plan consulting services; Financial management of employee pension plans; Financial administration of employee pension plans; Financial administration of employee benefit plans; Financial administration of group insurance plans; Financial consultancy in the field of planned donations for non-profit and charitable organizations; Providing information in the field of employee financial benefit plans |
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 | Wednesday, April 1, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, July 1, 2017 |
| First Use In Commerce Date | Saturday, July 1, 2017 |
Trademark Owner History
| Party Name | Thoughtful Plan, Inc |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Buffalo, NY 14209
US |
Trademark Events
| Event Date | Event Description |
| Wednesday, April 1, 2026 | NEW APPLICATION ENTERED |
| Wednesday, April 1, 2026 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, April 1, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
