SHIFT FINANCIAL PLANNING Trademark

Serial Number: 98880988 • Registration: 7903290

SHIFT FINANCIAL PLANNING is a trademark filed by Piccoli; Michael on December 2, 2024. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

Piccoli; Michael (2 trademarks)

New York, NY

Entity Type: 98

Legal Representation

Attorney of Record

David H. Faux

252 trademarks filed View all →

Correspondence Address

David H. Faux Law Office of David H. Faux, P.C.

42 Blue Moon Lane

Honesdale, PA 18431

United States

Trademark Details

Filing Date

December 2, 2024

Registration Date

August 19, 2025

First Use Anywhere

November 23, 2024

First Use in Commerce

November 23, 2024

Published for Opposition

July 1, 2025

Goods & Services

Financial advice, namely, budget planning; Financial consultancy; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, financial planning services for individuals, families, and businesses towards financial organization, cash flow planning, and budgeting as well as portfolio investment analysis and management; Financial portfolio analysis services; Financial portfolio management; Management of portfolios of transferable securities; Management of securities portfolios