WHITE COAT PLANNING Trademark

Serial Number: 99823921

WHITE COAT PLANNING is a trademark filed by White Coat Planning Holdings LLC on May 14, 2026. 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

White Coat Planning Holdings LLC (3 trademarks)

405 Golfway West Drive
St. Augustine, FL 32095

Entity Type: 16

Legal Representation

Attorney of Record

Catherine A. Cavella

519 trademarks filed View all →

Correspondence Address

Catherine A. Cavella IP Works, PLLC

P.O. Box 818

Doylestown, PA 18901

United States

Trademark Details

Filing Date

May 14, 2026

Registration Date

Not Registered

First Use Anywhere

April 21, 2026

First Use in Commerce

April 21, 2026

Goods & Services

Comprehensive financial planning and professional fiduciary services; Investment counseling and financial investment analysis; Financial planning, consultation, advisory, and portfolio management; Specialized consulting for philanthropic and charitable giving; Financial research and information services; Advisory services for employer-sponsored retirement plans; Tax planning and tax preparation services; Providing information and financial consultation regarding education loans