ASSET PLANNING, INC. AP FINANCIAL PLANNING & ASSET MANAGEMENT - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
97687290
Word Mark
ASSET PLANNING, INC. AP FINANCIAL PLANNING & ASSET MANAGEMENT
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2022-11-25
Filing Date
2022-11-22
Attorney Name
Statements
Indication of Colors claimed
The color(s) dark blue, light blue and white is/are claimed as a feature of the mark.
Disclaimer with Predetermined Text
"ASSET PLANNING, INC." AND "FINANCIAL PLANNING & ASSET MANAGEMENT"
Description of Mark
The mark consists of two boxes, one in light blue the other in dark blue with the wording "asset planning, inc." in the color blue, the wording "financial planning and asset management" in the color blue. The letter "A" in white on a dark blue box and the letter "P" in white on a light blue box.
Goods and Services
Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, post-divorce planning, planning Planning after a death of a loved one, planning for the education funding for children or grandchildren, and family wealth transfer planning; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial retirement plan consulting services; Financial asset management; Strategic financial advisory services
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2022-11-25
Primary Code
036
First Use Anywhere Date
1998-02-13
First Use In Commerce Date
1998-02-13
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
JOHN ALUMIT
Address
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Trademark Events
| Event Date | Event Description |
| 2022-11-25 | NEW APPLICATION ENTERED IN TRAM |
