THE ART AND SCIENCE OF FINANCIAL PLANNING

Serial Number 99196800
630

Registration Progress

Application Filed
May 22, 2025
Under Examination
Approved for Publication
Published for Opposition
Registered

Trademark Image

THE ART AND SCIENCE OF FINANCIAL PLANNING

Basic Information

Serial Number
99196800
Filing Date
May 22, 2025
Drawing Code
4

Status Summary

Current Status
Active
Status Code
630
Status Date
May 22, 2025
Application
Pending
Classes
035 036

Rights Holder

Kurt Swanson

01
Address
4474 Via Pasear
San Diego, CA 92122

Ownership History

Kurt Swanson

Original Applicant
01
San Diego, CA

Legal Representation

Attorney
Kathryn Yoches

Application History

2 events
Date Code Type Description Documents
May 22, 2025 MAFR O APPLICATION FILING RECEIPT MAILED Loading...
May 22, 2025 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 035
Tax and taxation planning, advice, information and consultancy services
First Use Anywhere: Oct 12, 2013
First Use in Commerce: Oct 12, 2013
Class 036
Investment advice; Investment management; Investment consultancy; Investment advisory services; Insurance consultancy; Insurance agencies; Financial investment analysis and stock research
First Use Anywhere: Oct 12, 2013
First Use in Commerce: Oct 12, 2013

Classification

International Classes
035 036

Disclaimers

The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
No claim is made to the exclusive right to use "FINANCIAL PLANNING", apart from the mark as shown.