THOUGHTFUL PLAN
LIVE

Serial Number

99738045

Owner

Thoughtful Plan, Inc

First Use Date

Jul 1, 2017

Filing Date

Apr 1, 2026

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THOUGHTFUL PLAN Trademark

Serial Number: 99738045

THOUGHTFUL PLAN is a trademark filed by Thoughtful Plan, Inc on April 1, 2026. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Owner Contact Info

Thoughtful Plan, Inc

1207 Delaware Ave 201
Buffalo, NY 14209

Entity Type: 03

Trademark Details

Filing Date

April 1, 2026

Registration Date

July 28, 2026

First Use Anywhere

July 1, 2017

First Use in Commerce

July 1, 2017

Goods & Services

Financial planning; Financial planning consultation; Financial planning for retirement; Financial advice, namely, budget planning; Financial services, namely, mortgage planning; Financial planning and investment advisory services; Providing information in the field of financial planning; Providing information in the field of financial planning for higher education; On-line financial planning services; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial administration of retirement plans; Financial retirement plan consulting services; Financial management of employee pension plans; Financial administration of employee pension plans; Financial administration of employee benefit plans; Financial administration of group insurance plans; Financial consultancy in the field of planned donations for non-profit and charitable organizations; Providing information in the field of employee financial benefit plans

Filing History

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Jun 28, 2026 CNTA
ASSIGNED TO EXAMINER
Jun 28, 2026 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Apr 1, 2026 NWOS
APPLICATION FILING RECEIPT MAILED
Apr 1, 2026 MAFR
NEW APPLICATION ENTERED
Apr 1, 2026 NWAP