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Official data from USPTO

THE ART AND SCIENCE OF FINANCIAL PLANNING

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

THE ART AND SCIENCE OF FINANCIAL PLANNING

ST13

US500000099196800

Class

35, 36

Filing

99196800

Registration

8148943

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

16

Latest update

02/25/2026

Trademark type

Word

Nice classes

35, 36

Filing date

05/22/2025

Registration date

02/24/2026

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

02/24/2026

Last transaction

02/25/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

10/12/2013

First use in commerce

10/12/2013

Drawing code

4

Owner type

01

Owner location

San Diego, CA, US

Examiner

SUTHERLAND, ANDREW J

Law office

N10

Current location

FILE REPOSITORY (FRANCONIA)

Holders and representatives

Holders

K. S. (pessoa física)

Representatives

Kathryn Yoches LegalForce RAPC Worldwide, P.C.

Technical classification

Nice Classes

Class 35Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 35

Tax and taxation planningadviceinformation and consultancy services

Class 36

Investment advice; Investment management; Investment consultancy; Investment advisory services; Insurance consultancy; Insurance agencies; Financial investment analysis and stock research

Publications

History of USPTO decisions and trademark events.

16 publications found

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

02/24/2026

R.PR

REGISTERED-PRINCIPAL REGISTER

02/24/2026

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

01/06/2026

PUBO

PUBLISHED FOR OPPOSITION

01/06/2026

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

12/31/2025

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

12/09/2025

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

11/05/2025

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

11/05/2025

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

11/05/2025

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

10/09/2025

GNRT

NON-FINAL ACTION E-MAILED

10/09/2025

CNRT

NON-FINAL ACTION WRITTEN

10/09/2025

DOCK

ASSIGNED TO EXAMINER

10/09/2025

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

09/29/2025

MAFR

APPLICATION FILING RECEIPT MAILED

05/22/2025

NWAP

NEW APPLICATION ENTERED

05/22/2025

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