AMERIPLAN FINANCIAL PLAN

Live / Applied — Non-final action mailed (as of 18 Mar 2026)

What this means for you

Not registered yet, but its 03 Nov 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
99475913
Mark type
Stylized text
Filed
03 Nov 2025
Attorney of record
KIMBERLY B MALERBA

Goods and services

  • Class 036 — Insurance and financial services: Providing financial advisory services, namely, investment consultation, strategic asset allocation, cashflow planning, financial planning, retirement planning, liquidity and tax planning, risk management and asset protection, wealth transfer services, integrated asset allocation and portfolio design, customized asset management programs, diversification strategies, alternative investments, debt management, estate planning, education planning and multigenerational financial planning; financial services, namely, wealth management services; consulting and information concerning insurance; financial consultancy and insurance consultancy; financial advice

Owner

Prosecution history

  • 18 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 18 Mar 2026 — NON-FINAL ACTION E-MAILED
  • 18 Mar 2026 — NON-FINAL ACTION WRITTEN
  • 16 Mar 2026 — ASSIGNED TO EXAMINER
  • 11 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 03 Nov 2025 — APPLICATION FILING RECEIPT MAILED
  • 03 Nov 2025 — NEW APPLICATION ENTERED

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