WHITE COAT PLANNING Trademark
Trademark Overview
On Thursday, May 14, 2026, a trademark application was filed for WHITE COAT PLANNING with the United States Patent and Trademark Office. The USPTO has given the WHITE COAT PLANNING trademark a serial number of 99824046. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, May 14, 2026. This trademark is owned by White Coat Planning Holdings LLC. The WHITE COAT PLANNING trademark is filed in the Insurance & Financial Services category with the following description:
Comprehensive financial planning and professional fiduciary services; Investment counseling and financial investment analysis; Financial planning, consultation, advisory, and portfolio management; Specialized consulting for philanthropic and charitable giving; Financial research and information services; Advisory services for employer-sponsored retirement plans; Tax planning and tax preparation services; Providing information and financial consultation regarding education loans
General Information
| Serial Number | 99824046 |
| Word Mark | WHITE COAT PLANNING |
| Filing Date | Thursday, May 14, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Thursday, May 14, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Description of Mark | The mark consists of a stylized letter 'W' with a chevron shape inside and the right side extending into an upward-pointing arrow. To the right of the design, the wording 'White Coat' appears above the larger, bolded wording 'PLANNING'. |
| Goods and Services | Comprehensive financial planning and professional fiduciary services; Investment counseling and financial investment analysis; Financial planning, consultation, advisory, and portfolio management; Specialized consulting for philanthropic and charitable giving; Financial research and information services; Advisory services for employer-sponsored retirement plans; Tax planning and tax preparation services; Providing information and financial consultation regarding education loans |
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, May 14, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, April 21, 2026 |
| First Use In Commerce Date | Tuesday, April 21, 2026 |
Trademark Owner History
| Party Name | White Coat Planning Holdings LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | St. Augustine, FL 32095
US |
Trademark Events
| Event Date | Event Description |
| Thursday, May 14, 2026 | NEW APPLICATION ENTERED |
| Thursday, May 14, 2026 | APPLICATION FILING RECEIPT MAILED |
