THE ART AND SCIENCE OF FINANCIAL PLANNING
Live / Registered — Registered (as of 24 Feb 2026)
What this means for you
Registered since 24 Feb 2026. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99196800
- Registration number
- 8148943
- Mark type
- Stylized text
- Filed
- 22 May 2025
- Published for opposition
- 06 Jan 2026
- Registered
- 24 Feb 2026
- Attorney of record
- Kathryn Yoches
Goods and services
- Class 035 — Advertising and business services: Tax and taxation planning, advice, information and consultancy services
- Class 036 — Insurance and financial services: Investment advice; Investment management; Investment consultancy; Investment advisory services; Insurance consultancy; Insurance agencies; Financial investment analysis and stock research
Owner
- Kurt Swanson, San Diego, CA, US
- Kurt Swanson, San Diego, CA, US
- Kurt Swanson, San Diego, CA, US
Prosecution history
- 24 Feb 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 24 Feb 2026 — REGISTERED-PRINCIPAL REGISTER
- 06 Jan 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 06 Jan 2026 — PUBLISHED FOR OPPOSITION
- 31 Dec 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 09 Dec 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 05 Nov 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 05 Nov 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 05 Nov 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 09 Oct 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 09 Oct 2025 — NON-FINAL ACTION E-MAILED
- 09 Oct 2025 — NON-FINAL ACTION WRITTEN
- 09 Oct 2025 — ASSIGNED TO EXAMINER
- 29 Sept 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 22 May 2025 — APPLICATION FILING RECEIPT MAILED