ASSET PLANNING, INC. AP FINANCIAL PLANNING & ASSET MANAGEMENT
LIVE

Serial Number

97687290

Owner

Asset Planning, Inc.

Attorney

John Alumit

First Use Date

Feb 13, 1998

Filing Date

Nov 22, 2022

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ASSET PLANNING, INC. AP FINANCIAL PLANNING & ASSET MANAGEMENT Trademark

Serial Number: 97687290 • Registration: 7259068

ASSET PLANNING, INC. AP FINANCIAL PLANNING & ASSET MANAGEMENT is a trademark filed by Asset Planning, Inc. on November 22, 2022. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Asset Planning, Inc. (2 trademarks)

Cypress, CA 90630

Entity Type: 03

Trademark Details

Filing Date

November 22, 2022

Registration Date

January 2, 2024

First Use Anywhere

February 13, 1998

First Use in Commerce

February 13, 1998

Published for Opposition

October 17, 2023

Goods & 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 financial planning, financial planning after a death of a loved one, financial planning for the education funding for children or grandchildren, and family financial 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

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Jan 2, 2024 NRCC
REGISTERED-PRINCIPAL REGISTER
Jan 2, 2024 R.PR
ASSIGNED TO EXAMINER
Dec 6, 2023 DOCK
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Oct 17, 2023 NPUB
PUBLISHED FOR OPPOSITION
Oct 17, 2023 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Sep 27, 2023 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Sep 14, 2023 CNSA
EXAMINER'S AMENDMENT ENTERED
Sep 14, 2023 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Sep 14, 2023 GNEN
EXAMINERS AMENDMENT E-MAILED
Sep 14, 2023 GNEA
EXAMINERS AMENDMENT -WRITTEN
Sep 14, 2023 CNEA
ASSIGNED TO EXAMINER
Sep 5, 2023 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Dec 14, 2022 MDSM
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Dec 13, 2022 NWOS
NEW APPLICATION ENTERED
Nov 25, 2022 NWAP