THEORY PLANNING PARTNERS
Live / Applied — New application — assigned to an examiner (as of 23 Mar 2026)
What this means for you
Not registered yet, but its 13 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
- 99495312
- Mark type
- Stylized text
- Filed
- 13 Nov 2025
- Attorney of record
- Amanda E. Schreyer
Goods and services
- Class 036 — Insurance and financial services: Financial consultancy services; Financial portfolio management; Financial advisory services; Financial consultancy; Financial advice; Financial wealth management services; Financial analysis; Providing information in the field of financial planning; Providing information regarding financial investment strategies; Provision of financial information; Providing financial risk assessment services; Providing financial advisory services
Owner
- Theory Planning Partners, LLC, Marblehead, MA, US
Prosecution history
- 23 Mar 2026 — ASSIGNED TO EXAMINER
- 13 Nov 2025 — APPLICATION FILING RECEIPT MAILED
- 13 Nov 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 13 Nov 2025 — NEW APPLICATION ENTERED