CLIENT-CENTERED FINANCIAL PLANNING Trademark
Serial Number: 98828897 • Registration: 7996764
CLIENT-CENTERED FINANCIAL PLANNING is a trademark filed by
GUIDING WEALTH, LLC
on October 30, 2024. The trademark is classified under Class 36 (Insurance & Financial).
The application is currently registered and active.
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Guiding Wealth, LLC
2007 N Collins Blvd
Ste 503
Richardson, TX 75080
United States
Trademark Details
Filing Date
October 30, 2024
Registration Date
October 21, 2025
Goods & Services
Financial planning; Financial planning for retirement; Financial services, namely, wealth management services
Filing History
NOTICE OF REGISTRATION CONFIRMATION EMAILED
Oct 21, 2025 NRCS
REGISTERED-SUPPLEMENTAL REGISTER
Oct 21, 2025 R.SR
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Sep 21, 2025 CNTA
USE AMENDMENT ACCEPTED
Sep 21, 2025 IUAA
AMENDMENT TO USE PROCESSING COMPLETE
Aug 6, 2025 AUPC
USE AMENDMENT FILED
Aug 6, 2025 IUAF
TEAS AMENDMENT OF USE RECEIVED
Aug 6, 2025 EAAU
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Aug 6, 2025 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
May 14, 2025 GNRN
NON-FINAL ACTION E-MAILED
May 14, 2025 GNRT
NON-FINAL ACTION WRITTEN
May 14, 2025 CNRT
ASSIGNED TO EXAMINER
Apr 30, 2025 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Apr 29, 2025 NWOS
NEW APPLICATION ENTERED
Oct 30, 2024 NWAP
