NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
05/05/2026
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Official data from USPTO
INVESTUS FINANCIAL PLANNING
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
INVESTUS FINANCIAL PLANNING
ST13
US500000099418641Class
36
Filing
99418641
Registration
8241521
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
10
Latest update
05/05/2026
Trademark type
Word
Nice classes
36
Filing date
09/29/2025
Registration date
05/05/2026
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
05/05/2026
Last transaction
05/05/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
07/14/2004
First use in commerce
07/14/2004
Drawing code
4
Owner type
03
Owner location
Newport Beach, CA, US
Examiner
ZELLNER, SIERRA E
Law office
O50
Current location
FILE REPOSITORY (FRANCONIA)
Holders and representatives
Holders
INVESTUS FINANCIAL PLANNING, INC.
Representatives
Joshua B. Goldberg Nath, Goldberg & Meyer
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial management; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planningthe creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial advisory services; Financial portfolio analysis services; Financial research; Financial servicesa total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments
Publications
History of USPTO decisions and trademark events.
10 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
05/05/2026
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
03/17/2026
PUBO
PUBLISHED FOR OPPOSITION
03/17/2026
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
03/11/2026
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
02/19/2026
DOCK
ASSIGNED TO EXAMINER
02/19/2026
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
02/10/2026
MAFR
APPLICATION FILING RECEIPT MAILED
09/29/2025
NWAP
NEW APPLICATION ENTERED
09/29/2025
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