NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
01/02/2024
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Official data from USPTO
ASSET PLANNING, INC. AP FINANCIAL PLANNING & ASSET MANAGEMENT
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Active USPTO registrationType: CombinedOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
15
Latest update
01/02/2024
Trademark type
Combined
Nice classes
36
Filing date
11/22/2022
Registration date
01/02/2024
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
01/02/2024
Last transaction
01/02/2024
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
02/13/1998
First use in commerce
02/13/1998
Drawing code
3
Owner type
03
Owner location
Cypress, CA
Examiner
SENSOR, JAMES EARL
Law office
O20
Current location
PUBLICATION AND ISSUE SECTION
Mark description
two offset boxes, the left one in dark blue with a white, lower-case letter "A" and the right in light blue with a white, lower-case letter "p". The wording "ASSET PLANNING, INC." is in the upper right of the mark with the term "ASSET" in white and within the dark blue box and the term "PLANNING, INC." in dark blue above the light blue box, the wording "FINANCIAL PLANNING & ASSET MANAGEMENT" in dark blue is below the dark blue box. All other white in the mark is merely background and is not claimed as part of the mark.
Holders and representatives
Holders
Asset Planning Inc.
Representatives
JOHN ALUMIT ALUMIT IP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial advisory and consultancy services; Financial advisory and consultancy servicesthe creation of personalized strategies to achieve financial independence; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planningthe creation of personalized strategies to achieve financial independence; Financial planningpost-divorce financial planningfinancial planning after a death of a loved onefinancial planning for the education funding for children or grandchildrenfamily financial wealth transfer planning; Financial and investment servicesasset and investment acquisitionconsultationadvisory and development; Financial retirement plan consulting services; Financial asset management; Strategic financial advisory services
Publications
History of USPTO decisions and trademark events.
15 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
01/02/2024
DOCK
ASSIGNED TO EXAMINER
12/06/2023
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
10/17/2023
PUBO
PUBLISHED FOR OPPOSITION
10/17/2023
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
09/27/2023
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
09/14/2023
XAEC
EXAMINER'S AMENDMENT ENTERED
09/14/2023
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
09/14/2023
GNEA
EXAMINERS AMENDMENT E-MAILED
09/14/2023
CNEA
EXAMINERS AMENDMENT -WRITTEN
09/14/2023
DOCK
ASSIGNED TO EXAMINER
09/05/2023
MDSM
NOTICE OF DESIGN SEARCH CODE E-MAILED
12/14/2022
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
12/13/2022
NWAP
NEW APPLICATION ENTERED
11/25/2022
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