TrademarkDir
THE ART AND SCIENCE OF FINANCIAL PLANNING
LIVE

Serial Number

99196800

Owner

Kurt Swanson

Attorney

Kathryn Yoches

First Use Date

Oct 12, 2013

Filing Date

May 22, 2025

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THE ART AND SCIENCE OF FINANCIAL PLANNING Trademark

Serial Number: 99196800 • Registration: 8148943

THE ART AND SCIENCE OF FINANCIAL PLANNING is a trademark filed by Kurt Swanson on May 22, 2025. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

Kurt Swanson

4474 Via Pasear
San Diego, CA 92122

Entity Type: 01

Trademark Details

Filing Date

May 22, 2025

Registration Date

February 24, 2026

First Use Anywhere

October 12, 2013

First Use in Commerce

October 12, 2013

Published for Opposition

January 6, 2026

Goods & Services

Investment advice; Investment management; Investment consultancy; Investment advisory services; Insurance consultancy; Insurance agencies; Financial investment analysis and stock research

Tax and taxation planning, advice, information and consultancy services

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Feb 24, 2026 NRCC
REGISTERED-PRINCIPAL REGISTER
Feb 24, 2026 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jan 6, 2026 NPUB
PUBLISHED FOR OPPOSITION
Jan 6, 2026 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Dec 31, 2025 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Dec 9, 2025 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Nov 5, 2025 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Nov 5, 2025 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Nov 5, 2025 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Oct 9, 2025 GNRN
NON-FINAL ACTION E-MAILED
Oct 9, 2025 GNRT
NON-FINAL ACTION WRITTEN
Oct 9, 2025 CNRT
ASSIGNED TO EXAMINER
Oct 9, 2025 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sep 29, 2025 NWOS
APPLICATION FILING RECEIPT MAILED
May 22, 2025 MAFR
NEW APPLICATION ENTERED
May 22, 2025 NWAP

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