Who owns the BURGESS FINANCIAL PLANNING trademark?

The BURGESS FINANCIAL PLANNING trademark is owned by Burgess Financial Planning LLC.

What class is the BURGESS FINANCIAL PLANNING trademark registered in?

The BURGESS FINANCIAL PLANNING trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for BURGESS FINANCIAL PLANNING?

The USPTO serial number for BURGESS FINANCIAL PLANNING is 99820729.

What is the registration number for BURGESS FINANCIAL PLANNING?

BURGESS FINANCIAL PLANNING is registered under USPTO registration number 8502374.

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BUR

USPTO Trademark Record

REGISTERED

BURGESS FINANCIAL PLANNING

SN 99820729·Reg 8502374·Filed May 13, 2026

Owner Burgess Financial Planning LLC

Financial, monetary and banking services; insurance services; real estate services.

BURGESS FINANCIAL PLANNING (Serial No. 99820729), Registration No. 8502374, is a registered US trademark filed on May 13, 2026 by Burgess Financial Planning LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: October 13, 2032

Mark Intelligence

BURGESS FINANCIAL PLANNING (Reg. #8502374) is a registered US trademark that has been protecting its owner, Burgess Financial Planning LLC, since 2026. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

May 13, 2026

SERIAL

99820729

REG#

8502374

REGISTERED

Oct 13, 2026

Filing Information

StatusREGISTERED

Filing DateMay 13, 2026

Serial Number99820729

Registration No.8502374

Registration DateOct 13, 2026

Status DateOct 13, 2026

Published for OppositionAug 25, 2026

Filing Basis & Declarations

Standard Characters ClaimedFiled as Use ApplicationUse Application Currently

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Jul 01, 2007

First use in commerce: Jul 01, 2007

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

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Status History

10 events

REGISTERED-PRINCIPAL REGISTER

Oct 13, 2026

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Oct 13, 2026

NOTICE OF REGISTRATION CONFIRMATION EMAILED

PUBLISHED FOR OPPOSITION

Aug 25, 2026

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Aug 25, 2026

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Aug 19, 2026

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

ASSIGNED TO EXAMINER

Jul 27, 2026

ASSIGNED TO EXAMINER

APPROVED FOR PUB - PRINCIPAL REGISTER

Jul 27, 2026

APPROVED FOR PUB - PRINCIPAL REGISTER

NEW APPLICATION ENTERED

May 13, 2026

NEW APPLICATION ENTERED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

May 13, 2026

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

APPLICATION FILING RECEIPT MAILED

May 13, 2026

APPLICATION FILING RECEIPT MAILED

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