FACTORPOINT PLANNING
LIVE

Serial Number

99789444

Owner

FactorPoint Planning, LLC

Attorney

Emily E. Campbell

First Use Date

Apr 16, 2026

Filing Date

Apr 27, 2026

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FACTORPOINT PLANNING Trademark

Serial Number: 99789444

FACTORPOINT PLANNING is a trademark filed by FactorPoint Planning, LLC on April 27, 2026. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Owner Contact Info

FactorPoint Planning, LLC

609 W. Sheridan Ave.
Oklahoma City, OK 73102

Entity Type: 16

Trademark Details

Filing Date

April 27, 2026

Registration Date

Not Registered

First Use Anywhere

April 16, 2026

First Use in Commerce

April 16, 2026

Goods & Services

Financial wealth management services; Financial planning and investment advisory services; Investment management in the fields of factor-based investment strategies; Financial advisory and consultancy services, namely, providing financial and investment information, rating the efficiency of investment instruments using a factor exposure ratings database and portfolio-level factor analysis reports; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Providing information regarding financial investment strategies; Financial portfolio analysis services

Filing History

ASSIGNED TO EXAMINER
Sep 1, 2026 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jul 30, 2026 NWOS
APPLICATION FILING RECEIPT MAILED
Apr 27, 2026 MAFR
NEW APPLICATION ENTERED
Apr 27, 2026 NWAP