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Asset Planning Inc.

ASSET PLANNING, INC. AP FINANCIAL PLANNING & ASSET MANAGEMENT

ASSET PLANNING, INC. AP FINANCIAL PLANNING & ASSET MANAGEMENT
Live/Registered
REGISTERED

on 02 Jan 2024

Last Applicant/ Owned by

10833 Valley View Street STE 470

Cypress

CA

90630

Serial Number

97687290 filed on 22nd Nov 2022

Registration Number

7259068 registered on 02th Jan 2024

in the Principal Register

Correspondent Address

JOHN ALUMIT

ALUMIT IP

135 S. JACKSON STREET, SUITE 200

GLENDALE, CA 91205

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

"ASSET PLANNING, INC." AND "FINANCIAL PLANNING & ASSET MANAGEMENT"

ASSET PLANNING, INC. AP FINANCIAL PLANNING & ASSET MANAGEMENT

"ASSET PLANNING, INC." AND "FINANCIAL PLANNING & ASSET MANAGEMENT" The color(s) dark blue, light blue and white is/are claimed as a feature of the mark. Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial planning; Financial planning and investment advisory services;Read More

Classification Information


Class [036]
Insurance & Financial Services


Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, post-divorce financial planning, financial planning after a death of a loved one, financial planning for the education funding for children or grandchildren, and family financial wealth transfer planning; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial retirement plan consulting services; Financial asset management; Strategic financial advisory services


First Use Date in General

13th Feb 1998

First Use Date in Commerce

13th Feb 1998

Mark Details


Serial Number

No 97687290

Mark Type

No Service Mark

Attorney Docket Number

No

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Design Code(s)

26.11.13 -

Two rectangles

26.11.16 -

Rectangles touching or intersecting

26.11.21 -

Rectangles that are completely or partially shaded

Description of Design Search

two offset boxes, the left one in dark blue with a white, lower-case letter "A" and the right in light blue with a white, lower-case letter "p". The wording "ASSET PLANNING, INC." is in the upper right of the mark with the term "ASSET" in white and within the dark blue box and the term "PLANNING, INC." in dark blue above the light blue box, the wording "FINANCIAL PLANNING & ASSET MANAGEMENT" in dark blue is below the dark blue box. All other white in the mark is merely background and is not claimed as part of the mark.

Legal History


Show more

Status DateAction Taken
02th Jan 2024REGISTERED-PRINCIPAL REGISTER
02th Jan 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED
06th Dec 2023ASSIGNED TO EXAMINER
17th Oct 2023PUBLISHED FOR OPPOSITION
17th Oct 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
27th Sep 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
14th Sep 2023EXAMINERS AMENDMENT -WRITTEN
14th Sep 2023EXAMINERS AMENDMENT E-MAILED
14th Sep 2023NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
14th Sep 2023EXAMINER'S AMENDMENT ENTERED