TrademarkDir
PLANNING WITHIN REACH
LIVE

Serial Number

99101929

Owner

PLANNING WITHIN REACH, LLC

Attorney

ERIK MICHAEL PELTON

First Use Date

Aug 1, 2012

Filing Date

Mar 25, 2025

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PLANNING WITHIN REACH Trademark

Serial Number: 99101929 • Registration: 8056878

PLANNING WITHIN REACH is a trademark filed by PLANNING WITHIN REACH, LLC on March 25, 2025. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

PLANNING WITHIN REACH, LLC

550 W B ST, 4TH FLOOR #142
SAN DIEGO, CA 92101

Entity Type: 03

Trademark Details

Filing Date

March 25, 2025

Registration Date

December 9, 2025

First Use Anywhere

August 1, 2012

First Use in Commerce

August 1, 2012

Published for Opposition

October 21, 2025

Goods & Services

Financial planning and investment advisory services; Financial portfolio management; Investment consultancy

Filing History

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Mar 18, 2026 ASGN
NOTICE OF REGISTRATION CONFIRMATION EMAILED
Dec 9, 2025 NRCC
REGISTERED-PRINCIPAL REGISTER
Dec 9, 2025 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Oct 21, 2025 NPUB
PUBLISHED FOR OPPOSITION
Oct 21, 2025 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Oct 15, 2025 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Sep 22, 2025 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Sep 18, 2025 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Sep 18, 2025 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Sep 18, 2025 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Sep 9, 2025 GNRN
NON-FINAL ACTION E-MAILED
Sep 9, 2025 GNRT
NON-FINAL ACTION WRITTEN
Sep 9, 2025 CNRT
ASSIGNED TO EXAMINER
Aug 22, 2025 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 10, 2025 NWOS
APPLICATION FILING RECEIPT MAILED
Mar 25, 2025 MAFR
NEW APPLICATION ENTERED
Mar 25, 2025 NWAP

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