QUALIFIED ECONOMICS-BASED FINANCIAL ADVISOR

Serial Number 99551520
630

Registration Progress

Application Filed
Dec 16, 2025
Under Examination
Approved for Publication
Published for Opposition
Registered

Trademark Image

QUALIFIED ECONOMICS-BASED FINANCIAL ADVISOR

Basic Information

Serial Number
99551520
Filing Date
December 16, 2025
Drawing Code
4

Status Summary

Current Status
Active
Status Code
630
Status Date
Dec 16, 2025
Application
Pending
Classes
041

Rights Holder

Economic Security Planning, Inc.

03
Address
8 Burrs Lane
Providence, RI 02904

Ownership History

Economic Security Planning, Inc.

Original Applicant
03
Providence, RI

Legal Representation

Attorney
Douglas N. Masters

Application History

2 events
Date Code Type Description Documents
Dec 16, 2025 MAFR O APPLICATION FILING RECEIPT MAILED Loading...
Dec 16, 2025 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 041
Educational services, namely, providing continuing professional education courses in the fields of finances and financial training by individuals and financial advisors; Providing courses of instruction in the field of financial training and education and distribution of course material in connection therewith; Educational services, namely, providing classes, preparing and administering educational tests for professionals and personal financial planners in the fields of finances and financial training

Classification

International Classes
041