SHIFT FINANCIAL PLANNING
Live / Registered — Registered (as of 19 Aug 2025)
What this means for you
Registered since 19 Aug 2025. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 98880988
- Registration number
- 7903290
- Mark type
- Stylized text
- Filed
- 02 Dec 2024
- Published for opposition
- 01 Jul 2025
- Registered
- 19 Aug 2025
- Attorney of record
- David H. Faux
Goods and services
- Class 036 — Insurance and financial services: Financial advice, namely, budget planning; Financial consultancy; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, financial planning services for individuals, families, and businesses towards financial organization, cash flow planning, and budgeting as well as portfolio investment analysis and management; Financial portfolio analysis services; Financial portfolio management; Management of portfolios of transferable securities; Management of securities portfolios
Owner
- Piccoli, Michael, Tequesta, FL, US
- Piccoli, Michael, Tequesta, FL, US
- Piccoli, Michael, Tequesta, FL, US
Prior registrations
Prosecution history
- 19 Aug 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 19 Aug 2025 — REGISTERED-PRINCIPAL REGISTER
- 01 Jul 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 01 Jul 2025 — PUBLISHED FOR OPPOSITION
- 25 Jun 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 29 May 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 29 May 2025 — EXAMINER'S AMENDMENT ENTERED
- 29 May 2025 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 29 May 2025 — EXAMINERS AMENDMENT E-MAILED
- 29 May 2025 — EXAMINERS AMENDMENT -WRITTEN
- 21 May 2025 — ASSIGNED TO EXAMINER
- 02 Dec 2024 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 02 Dec 2024 — NEW APPLICATION ENTERED