Who owns the CLIENT-CENTERED FINANCIAL PLANNING trademark?

The CLIENT-CENTERED FINANCIAL PLANNING trademark is owned by Guiding Wealth, LLC.

What class is the CLIENT-CENTERED FINANCIAL PLANNING trademark registered in?

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

What is the serial number for CLIENT-CENTERED FINANCIAL PLANNING?

The USPTO serial number for CLIENT-CENTERED FINANCIAL PLANNING is 98828897.

What is the registration number for CLIENT-CENTERED FINANCIAL PLANNING?

CLIENT-CENTERED FINANCIAL PLANNING is registered under USPTO registration number 7996764.

CLI

USPTO Trademark Record

REGISTERED

CLIENT-CENTERED FINANCIAL PLANNING

SN 98828897·Reg 7996764·Filed Oct 30, 2024

Owner Guiding Wealth, LLC

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

CLIENT-CENTERED FINANCIAL PLANNING (Serial No. 98828897), Registration No. 7996764, is a registered US trademark filed on Oct 30, 2024 by Guiding Wealth, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: October 21, 2031

Mark Intelligence

CLIENT-CENTERED FINANCIAL PLANNING (Reg. #7996764) is a registered US trademark that has been protecting its owner, Guiding Wealth, LLC, since 2024. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services..

FILED

Oct 30, 2024

SERIAL

98828897

REG#

7996764

REGISTERED

Oct 21, 2025

Owner

Applicant

Guiding Wealth, LLC

Entity

LLC

State

Address

2007 N Collins Blvd, Ste 503, Richardson, TX, 75080

Country

Attorney

Law firm

Guiding Wealth, LLC

Address

2007 N Collins Blvd, Ste 503, Richardson, TX 75080, United States

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Filing Information

StatusREGISTERED

Filing DateOct 30, 2024

Serial Number98828897

Registration No.7996764

Registration DateOct 21, 2025

Status DateOct 21, 2025

Mark TypeStandard characters

Status DescriptionLive and registered

Filing Signals

FILED

2024

YEARS AGO

CLASSES

MADRID FILINGS

—

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: May 31, 2025

First use in commerce: May 31, 2025

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.

Status History

14 events

REGISTERED-SUPPLEMENTAL REGISTER

Oct 21, 2025

REGISTERED-SUPPLEMENTAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Oct 21, 2025

NOTICE OF REGISTRATION CONFIRMATION EMAILED

USE AMENDMENT ACCEPTED

Sep 21, 2025

USE AMENDMENT ACCEPTED

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

Sep 21, 2025

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Aug 06, 2025

TEAS RESPONSE TO OFFICE ACTION RECEIVED

TEAS AMENDMENT OF USE RECEIVED

Aug 06, 2025

TEAS AMENDMENT OF USE RECEIVED

USE AMENDMENT FILED

Aug 06, 2025

USE AMENDMENT FILED

AMENDMENT TO USE PROCESSING COMPLETE

Aug 06, 2025

AMENDMENT TO USE PROCESSING COMPLETE

NON-FINAL ACTION WRITTEN

May 14, 2025

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

May 14, 2025

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

May 14, 2025

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Apr 30, 2025

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Apr 29, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Oct 30, 2024

NEW APPLICATION ENTERED

CLIENT-CENTERED FINANCIAL PLANNING

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Other Marks by Guiding Wealth, LLC

Other Marks in Class 036 — Insurance, financial & real estate services

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