FACTORPOINT PLANNING
Live / Applied — Non-final action mailed (as of 09 Sept 2026)
What this means for you
Not registered yet, but its 27 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
- 99789444
- Mark type
- Stylized text
- Filed
- 27 Apr 2026
- Attorney of record
- Emily E. Campbell
Goods and services
- Class 036 — Insurance and financial services: Financial wealth management services; Financial planning and investment advisory services; Investment management in the fields of factor-based investment strategies; Financial advisory and consultancy services, namely, providing financial and investment information, rating the efficiency of investment instruments using a factor exposure ratings database and portfolio-level factor analysis reports; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Providing information regarding financial investment strategies; Financial portfolio analysis services
Owner
- FactorPoint Planning, LLC, Oklahoma City, OK, US
Prosecution history
- 09 Sept 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 09 Sept 2026 — NON-FINAL ACTION E-MAILED
- 09 Sept 2026 — NON-FINAL ACTION WRITTEN
- 01 Sept 2026 — ASSIGNED TO EXAMINER
- 30 Jul 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 27 Apr 2026 — APPLICATION FILING RECEIPT MAILED
- 27 Apr 2026 — NEW APPLICATION ENTERED