FUSION PLANNING

LIVE

Serial Number

99510829

Owner

BE Financial LLC

Attorney

Victoria Walker

First Use Date

Mar 4, 2026

Filing Date

Nov 24, 2025

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FUSION PLANNING Trademark

Serial Number: 99510829

FUSION PLANNING is a trademark filed by BE Financial LLC on November 24, 2025. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently pending registration.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Class 35 - Advertising & Business

Advertising; business management; business administration; office functions

Owner Contact Info

BE Financial LLC

15 Chesterfield Rd, Suite 201
East Lyme, CT 06333

Entity Type: 16

Legal Representation

Attorney of Record

Victoria Walker

2,723 trademarks filed View all →

Correspondence Address

Victoria Walker LegalForce RAPC Worldwide, P.C.

1580 W. El Camino Real, Suite 10

Mountain View, CA 94040

United States

Trademark Details

Filing Date

November 24, 2025

Registration Date

Not Registered

First Use Anywhere

March 4, 2026

First Use in Commerce

March 4, 2026

Published for Opposition

April 28, 2026

Goods & Services

Business management consulting and advisory services

Financial planning; Financial planning consultation

Filing History

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Sep 21, 2026 SUNA

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Sep 21, 2026 CNPR

STATEMENT OF USE PROCESSING COMPLETE

Sep 11, 2026 SUPC

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Sep 10, 2026 AITU

USE AMENDMENT FILED

Aug 13, 2026 IUAF

TEAS STATEMENT OF USE RECEIVED

Aug 13, 2026 EISU

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Jun 23, 2026 NOAM

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Apr 28, 2026 NPUB

PUBLISHED FOR OPPOSITION

Apr 28, 2026 PUBO

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Apr 22, 2026 NONP

APPROVED FOR PUB - PRINCIPAL REGISTER

Mar 31, 2026 CNSA

EXAMINER'S AMENDMENT ENTERED

Mar 31, 2026 XAEC

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Mar 31, 2026 GNEN

EXAMINERS AMENDMENT E-MAILED

Mar 31, 2026 GNEA

EXAMINERS AMENDMENT -WRITTEN

Mar 31, 2026 CNEA

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Mar 30, 2026 GNRN

NON-FINAL ACTION E-MAILED

Mar 30, 2026 GNRT

NON-FINAL ACTION WRITTEN

Mar 30, 2026 CNRT

ASSIGNED TO EXAMINER

Mar 28, 2026 DOCK

APPLICATION FILING RECEIPT MAILED

Nov 24, 2025 MAFR

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Nov 24, 2025 NWOS

NEW APPLICATION ENTERED

Nov 24, 2025 NWAP

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