ASSET PLANNING, INC. AP FINANCIAL PLANNING & ASSET MANAGEMENT
Live / Registered — Registered (as of 02 Jan 2024)
What this means for you
Registered since 02 Jan 2024. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 97687290
- Registration number
- 7259068
- Mark type
- Design + words
- Filed
- 22 Nov 2022
- Published for opposition
- 17 Oct 2023
- Registered
- 02 Jan 2024
- Attorney of record
- John Alumit
Goods and services
- Class 036 — Insurance and financial services: Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, post-divorce financial planning, financial planning after a death of a loved one, financial planning for the education funding for children or grandchildren, and family financial wealth transfer planning; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial retirement plan consulting services; Financial asset management; Strategic financial advisory services
Owner
- Asset Planning Inc., Cypress, CA, US
- Asset Planning Inc., Cypress, CA, US
- Asset Planning Inc., Cypress, CA, US
Prosecution history
- 02 Jan 2024 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 02 Jan 2024 — REGISTERED-PRINCIPAL REGISTER
- 06 Dec 2023 — ASSIGNED TO EXAMINER
- 17 Oct 2023 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 17 Oct 2023 — PUBLISHED FOR OPPOSITION
- 27 Sept 2023 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 14 Sept 2023 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 14 Sept 2023 — EXAMINER'S AMENDMENT ENTERED
- 14 Sept 2023 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 14 Sept 2023 — EXAMINERS AMENDMENT E-MAILED
- 14 Sept 2023 — EXAMINERS AMENDMENT -WRITTEN
- 05 Sept 2023 — ASSIGNED TO EXAMINER
- 14 Dec 2022 — NOTICE OF DESIGN SEARCH CODE E-MAILED
- 13 Dec 2022 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 25 Nov 2022 — NEW APPLICATION ENTERED