CLOSE REACH FINANCIAL PLANNING
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Serial Number

98040167

Owner

Close Reach Financial Planning, LLC

Attorney

Russell Anderson

First Use Date

Nov 13, 2024

Filing Date

Jun 13, 2023

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CLOSE REACH FINANCIAL PLANNING Trademark

Serial Number: 98040167 • Registration: 7733242

CLOSE REACH FINANCIAL PLANNING is a trademark filed by Close Reach Financial Planning, LLC on June 13, 2023. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Close Reach Financial Planning, LLC

155 Main Street, Suite 3
Manchester, CT 06040

Entity Type: 16

Trademark Details

Filing Date

June 13, 2023

Registration Date

March 18, 2025

First Use Anywhere

November 13, 2024

First Use in Commerce

November 13, 2024

Published for Opposition

April 9, 2024

Goods & Services

Financial investment analysis; Financial planning and investment advisory services; Financial planning, namely, providing information for the creation of investment strategies; Providing financial information and advice in the field of finance, financial investments, financial valuations and the financial aspects of retirement; Education funding analysis in the nature of financial analysis; Providing financial information in the field of financial stock and equity markets; Providing investors with financial information; Financial and investment services, namely, financial management and financial investment brokerage in the fields of stocks, bonds, options, futures and other securities; financial analysis, management, consulting and advisory services; funds investment; investment services, namely, financial asset management; investment analysis in the nature of investment advisory services

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Mar 18, 2025 NRCC
REGISTERED-PRINCIPAL REGISTER
Mar 18, 2025 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Feb 26, 2025 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Feb 26, 2025 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Jan 31, 2025 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Jan 30, 2025 AITU
USE AMENDMENT FILED
Nov 14, 2024 IUAF
TEAS STATEMENT OF USE RECEIVED
Nov 14, 2024 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Jun 4, 2024 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Apr 9, 2024 NPUB
PUBLISHED FOR OPPOSITION
Apr 9, 2024 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Mar 20, 2024 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Mar 5, 2024 CNSA
EXAMINER'S AMENDMENT ENTERED
Mar 5, 2024 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Mar 5, 2024 GNEN
EXAMINERS AMENDMENT E-MAILED
Mar 5, 2024 GNEA
EXAMINERS AMENDMENT -WRITTEN
Mar 5, 2024 CNEA
ASSIGNED TO EXAMINER
Mar 4, 2024 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jul 17, 2023 NWOS
NEW APPLICATION ENTERED
Jun 16, 2023 NWAP