SACHI FINANCIAL PLANNING

Serial Number 98601282
Registration 7730875
700

Registration Progress

Application Filed
Jun 14, 2024
Under Examination
Approved for Publication
Jan 28, 2025
Published for Opposition
Jan 28, 2025
Registered
Mar 18, 2025

Trademark Image

SACHI FINANCIAL PLANNING

Basic Information

Serial Number
98601282
Registration Number
7730875
Filing Date
June 14, 2024
Registration Date
March 18, 2025
Published for Opposition
January 28, 2025
Drawing Code
4

Status Summary

Current Status
Active
Status Code
700
Status Date
Mar 18, 2025
Registration
Registered
Classes
036

Rights Holder

Sachi Financial Planning LLC

16
Address
3857 Birch Street Suite 3220
Newport Beach, CA 92660

Ownership History

Sachi Financial Planning LLC

Original Applicant
16
Newport Beach, CA

Sachi Financial Planning LLC

Owner at Publication
16
Newport Beach, CA

Sachi Financial Planning LLC

Original Registrant
16
Newport Beach, CA

Legal Representation

Attorney
Jake D. Siciliano

USPTO Deadlines

Next Deadline
2068 days remaining
Section 8 (6-Year) Declaration Due (Based on registration date 2025-03-18)
Due Date
March 18, 2031
Grace Period Ends
September 18, 2031
Additional deadlines exist. Contact your attorney for complete deadline information.

Application History

9 events
Date Code Type Description Documents
Mar 18, 2025 NRCC E NOTICE OF REGISTRATION CONFIRMATION EMAILED Loading...
Mar 18, 2025 R.PR A REGISTERED-PRINCIPAL REGISTER Loading...
Jan 28, 2025 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Loading...
Jan 28, 2025 PUBO A PUBLISHED FOR OPPOSITION Loading...
Jan 22, 2025 NONP E NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Loading...
Jan 6, 2025 DOCK D ASSIGNED TO EXAMINER Loading...
Jan 6, 2025 CNSA O APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Jan 5, 2025 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Jun 14, 2024 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 036
Consultancy of capital investment; Estate planning; Financial advice relating to income tax; Financial advice relating to tax; Financial advice, namely, budget planning; Financial planning and investment advisory services; Financial portfolio analysis services; Financial portfolio management; Financial risk management; Information, advisory, consultancy and financial research services relating to finance and investments; Investment consultancy; Investment management; Management of a capital investment fund; Mutual funds and capital investment; Private equity fund investment services; Providing information in the field of estate planning
First Use Anywhere: Jan 1, 2023
First Use in Commerce: Jan 1, 2023

Additional Information

Translation
The English translation of "SACHI" in the mark is "HAPPINESS".

Classification

International Classes
036

Disclaimers

The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"FINANCIAL PLANNING"