THOUGHTFUL PLAN
Live / Applied — New application — not yet assigned to an examiner (as of 01 Apr 2026)
What this means for you
Not registered yet, but its 01 Apr 2026 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
- 99738045
- Mark type
- Stylized text
- Filed
- 01 Apr 2026
Goods and services
- Class 036 — Insurance and financial services: Financial planning; Financial planning consultation; Financial planning for retirement; Financial advice, namely, budget planning; Financial services, namely, mortgage planning; Financial planning and investment advisory services; Providing information in the field of financial planning; Providing information in the field of financial planning for higher education; On-line financial planning services; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial administration of retirement plans; Financial retirement plan consulting services; Financial management of employee pension plans; Financial administration of employee pension plans; Financial administration of employee benefit plans; Financial administration of group insurance plans; Financial consultancy in the field of planned donations for non-profit and charitable organizations; Providing information in the field of employee financial benefit plans
Owner
- Thoughtful Plan, Inc, Buffalo, NY, US
Prosecution history
- 01 Apr 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 01 Apr 2026 — APPLICATION FILING RECEIPT MAILED
- 01 Apr 2026 — NEW APPLICATION ENTERED