P-1 FINANCIAL PLANNING & WEALTH STRATEGIES
Live / Applied — New application — assigned to an examiner (as of 07 Sept 2026)
What this means for you
Not registered yet, but its 04 May 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
- 99802877
- Mark type
- Stylized text
- Filed
- 04 May 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 planning and investment advisory services; Providing information in the field of financial planning; Providing information in the field of financial planning for higher education; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial administration of retirement plans; Financial retirement plan consulting services; 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; Financial consultancy in the field of planned donations for non-profit and charitable organisations; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial consultancy services in the field of planned donations for non-profit and charitable organizations; Financial consultancy services in the field of planned donations for non-profit and charitable organisations; Providing information in the field of employee financial benefit plans
Owner
- Robert D Lackey, Collierville, TN, US
Prosecution history
- 07 Sept 2026 — ASSIGNED TO EXAMINER
- 06 Sept 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 04 May 2026 — APPLICATION FILING RECEIPT MAILED
- 04 May 2026 — NEW APPLICATION ENTERED