QUALIFIED ECONOMICS-BASED FINANCIAL ADVISOR
LIVE

Serial Number

99551520

Owner

Economic Security Planning, Inc.

Attorney

Douglas N. Masters

Filing Date

Dec 16, 2025

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QUALIFIED ECONOMICS-BASED FINANCIAL ADVISOR Trademark

Serial Number: 99551520

QUALIFIED ECONOMICS-BASED FINANCIAL ADVISOR is a trademark filed by Economic Security Planning, Inc. on December 16, 2025. The trademark is classified under Class 41 (Education & Entertainment). The application is currently pending registration.

Owner Contact Info

Economic Security Planning, Inc. (14 trademarks)

Providence, RI 02904

Entity Type: 03

Trademark Details

Filing Date

December 16, 2025

Registration Date

Not Registered

Goods & Services

Educational services, namely, providing continuing professional education courses in the fields of finances and financial training by individuals and financial advisors; Providing courses of instruction in the field of financial training and education and distribution of course material in connection therewith; Educational services, namely, providing classes, preparing and administering educational tests for professionals and personal financial planners in the fields of finances and financial training

Filing History

APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Jun 30, 2026 XELG
APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Jun 30, 2026 XELR
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Apr 27, 2026 GNRN
NON-FINAL ACTION E-MAILED
Apr 27, 2026 GNRT
NON-FINAL ACTION WRITTEN
Apr 27, 2026 CNRT
ASSIGNED TO EXAMINER
Apr 20, 2026 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Apr 14, 2026 NWOS
APPLICATION FILING RECEIPT MAILED
Dec 16, 2025 MAFR
NEW APPLICATION ENTERED
Dec 16, 2025 NWAP