THE PLANNING WAY
LIVE

Serial Number

99424177

Owner

Daniel Fan

Filing Date

Oct 1, 2025

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THE PLANNING WAY Trademark

Serial Number: 99424177

THE PLANNING WAY is a trademark filed by Daniel Fan on October 1, 2025. The trademark is classified under Class 9 (Computers & Electronics), Class 41 (Education & Entertainment), Class 16 (Paper Goods). The application is currently pending registration.

Owner Contact Info

Daniel Fan

3151 Shakespeare Dr.
Rossmoor, CA 90720

Entity Type: 01

Trademark Details

Filing Date

October 1, 2025

Registration Date

Not Registered

Published for Opposition

August 4, 2026

Goods & Services

Downloadable publications in the nature of books, workbooks, and manuals in the fields of personal finance, tax planning, wealth management, and self-improvement

Educational services, namely, conducting seminars, workshops, and courses in the fields of personal finance, tax planning, wealth management, and self-improvement; educational services, namely, providing educational speaking services in the fields of personal finance, tax planning, wealth management, and self-improvement; providing a website featuring blogs and online non-downloadable publications in the nature of articles in the fields of personal finance and self-improvement

Printed books, workbooks, and manuals in the fields of personal finance, tax planning, wealth management, and self-improvement

Filing History

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jul 29, 2026 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jul 1, 2026 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jun 30, 2026 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jun 30, 2026 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jun 30, 2026 TROA
APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Mar 24, 2026 XELG
APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Mar 24, 2026 XELR
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Feb 5, 2026 GNRN
NON-FINAL ACTION E-MAILED
Feb 5, 2026 GNRT
NON-FINAL ACTION WRITTEN
Feb 5, 2026 CNRT
ASSIGNED TO EXAMINER
Feb 5, 2026 DOCK
APPLICATION FILING RECEIPT MAILED
Oct 1, 2025 MAFR
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Oct 1, 2025 NWOS
NEW APPLICATION ENTERED
Oct 1, 2025 NWAP