TrademarkDir
SACHI FINANCIAL PLANNING
LIVE

Serial Number

98601282

Owner

Sachi Financial Planning LLC

Attorney

Jake D. Siciliano

First Use Date

Jan 1, 2023

Filing Date

Jun 14, 2024

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SACHI FINANCIAL PLANNING Trademark

Serial Number: 98601282

SACHI FINANCIAL PLANNING is a trademark filed by Sachi Financial Planning LLC on June 14, 2024. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Owner Contact Info

Sachi Financial Planning LLC

3857 Birch Street Suite 3220
Newport Beach, CA 92660

Entity Type: 16

Trademark Details

Filing Date

June 14, 2024

Registration Date

Not Registered

First Use Anywhere

January 1, 2023

First Use in Commerce

January 1, 2023

Goods & Services

Consultancy of capital investment; Estate planning; Financial advice relating to income tax; Financial advice relating to tax; Financial advice, namely, budget planning; Financial planning and investment advisory services; Financial portfolio analysis services; Financial portfolio management; Financial risk management; Information, advisory, consultancy and financial research services relating to finance and investments; Investment consultancy; Investment management; Management of a capital investment fund; Mutual funds and capital investment; Private equity fund investment services; Providing information in the field of estate planning

Filing History

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jan 5, 2025 NWOS
NEW APPLICATION ENTERED
Jun 14, 2024 NWAP

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