THEORY PLANNING PARTNERS Trademark

Serial Number: 99495312

THEORY PLANNING PARTNERS is a trademark filed by Theory Planning Partners, LLC on November 13, 2025. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

Theory Planning Partners, LLC

5 Sapphire Avenue
Marblehead, MA 01945

Entity Type: 16

Legal Representation

Attorney of Record

Amanda E. Schreyer

73 trademarks filed View all →

Correspondence Address

Amanda E. Schreyer Morse, Barnes-Brown & Pendleton, P.C.

480 Totten Pond Road, 4th Floor

CityPoint

Waltham, MA 02451

United States

Trademark Details

Filing Date

November 13, 2025

Registration Date

Not Registered

Goods & Services

Financial consultancy services; Financial portfolio management; Financial advisory services; Financial consultancy; Financial advice; Financial wealth management services; Financial analysis; Providing information in the field of financial planning; Providing information regarding financial investment strategies; Provision of financial information; Providing financial risk assessment services; Providing financial advisory services