THE PLANNING WAY
Live / Applied — Non-final action mailed (as of 05 Feb 2026)
What this means for you
Not registered yet, but its 01 Oct 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99424177
- Mark type
- Stylized text
- Filed
- 01 Oct 2025
Goods and services
- Class 016 — Paper goods and printed matter: Printed books, workbooks, manuals, and downloadable publications in the fields of personal finance, tax planning, wealth management, and self-improvement.
- Class 041 — Education and entertainment services: Educational services, namely, conducting seminars, workshops, courses, and speaking engagements in the fields of personal finance, tax planning, wealth management, and self-improvement; providing online non-downloadable publications, namely, blogs and articles in the fields of personal finance and self-improvement.
Owner
- Daniel Fan, Rossmoor, CA, US
Prosecution history
- 24 Mar 2026 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
- 24 Mar 2026 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
- 05 Feb 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 05 Feb 2026 — NON-FINAL ACTION E-MAILED
- 05 Feb 2026 — NON-FINAL ACTION WRITTEN
- 05 Feb 2026 — ASSIGNED TO EXAMINER
- 01 Oct 2025 — APPLICATION FILING RECEIPT MAILED
- 01 Oct 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 01 Oct 2025 — NEW APPLICATION ENTERED