CETERA PLANNING PARTNERS
Live / Applied — New application — not yet assigned to an examiner (as of 05 Dec 2025)
What this means for you
Not registered yet, but its 05 Dec 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
- 99532392
- Mark type
- Stylized text
- Filed
- 05 Dec 2025
- Attorney of record
- Dyan Finguerra-DuCharme
Goods and services
- Class 035 — Advertising and business services: Business management consulting and advisory services; Business management consulting services in the field of financial advisory, wealth management, and retirement planning services; Business management consulting services in the field of administration of business engaged in financial advisory, wealth management, and retirement planning services; Tax and taxation planning, advice, information and consultancy services
- Class 036 — Insurance and financial services: Financial advisory and consultancy services, namely, wealth management services; financial planning and investment advisory services; insurance and financial information and consultancy services; financial services, namely, estate settlement services; Trust services, namely, investment and trust company services; Financial trust planning
- Class 041 — Education and entertainment services: Education services, namely, providing classes, seminars, workshops, presentations and retreats in the field of financial advisory, wealth management, and retirement planning services
Owner
- Cetera Financial Holdings, Inc., El Segundo, CA, US
Prosecution history
- 12 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 05 Dec 2025 — APPLICATION FILING RECEIPT MAILED
- 05 Dec 2025 — NEW APPLICATION ENTERED