INVESTUS FINANCIAL PLANNING
Live / Allowed — Published for opposition (as of 17 Mar 2026)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 29 Sept 2025 filing date already counts against anyone who files later.
Record
- Serial number
- 99418641
- Mark type
- Stylized text
- Filed
- 29 Sept 2025
- Published for opposition
- 17 Mar 2026
- Attorney of record
- Joshua B. Goldberg
Goods and services
- Class 036 — Insurance and financial services: Financial management; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial advisory services; Financial portfolio analysis services; Financial research; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments
Owner
- INVESTUS FINANCIAL PLANNING, INC., Newport Beach, CA, US
- INVESTUS FINANCIAL PLANNING, INC., Newport Beach, CA, US
Prosecution history
- 17 Mar 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 17 Mar 2026 — PUBLISHED FOR OPPOSITION
- 11 Mar 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 19 Feb 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 19 Feb 2026 — ASSIGNED TO EXAMINER
- 10 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 29 Sept 2025 — APPLICATION FILING RECEIPT MAILED
- 29 Sept 2025 — NEW APPLICATION ENTERED