Who owns the CLOSE REACH FINANCIAL PLANNING trademark?

The CLOSE REACH FINANCIAL PLANNING trademark is owned by Close Reach Financial Planning, LLC.

What class is the CLOSE REACH FINANCIAL PLANNING trademark registered in?

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

What is the serial number for CLOSE REACH FINANCIAL PLANNING?

The USPTO serial number for CLOSE REACH FINANCIAL PLANNING is 98040167.

What is the registration number for CLOSE REACH FINANCIAL PLANNING?

CLOSE REACH FINANCIAL PLANNING is registered under USPTO registration number 7733242.

CLO

USPTO Trademark Record

REGISTERED

CLOSE REACH FINANCIAL PLANNING

SN 98040167·Reg 7733242·Filed Jun 13, 2023

Owner Close Reach Financial Planning, LLC

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

CLOSE REACH FINANCIAL PLANNING (Serial No. 98040167), Registration No. 7733242, is a registered US trademark filed on Jun 13, 2023 by Close Reach Financial Planning, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: March 18, 2031

Mark Intelligence

CLOSE REACH FINANCIAL PLANNING (Reg. #7733242) is a registered US trademark that has been protecting its owner, Close Reach Financial Planning, LLC, since 2023. 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

Jun 13, 2023

SERIAL

98040167

REG#

7733242

REGISTERED

Mar 18, 2025

Owner

Applicant

Close Reach Financial Planning, LLC

Entity

LLC

State

Address

155 Main Street, Suite 3, Manchester, CT, 06040

Country

Attorney

NameRussell Anderson

Address

850 MAIN STREET, BRIDGEPORT, CT 06601, United States

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Filing Information

StatusREGISTERED

Filing DateJun 13, 2023

Serial Number98040167

Registration No.7733242

Registration DateMar 18, 2025

Status DateMar 18, 2025

Published for OppositionApr 09, 2024

Mark TypeStandard characters

Status DescriptionLive and registered

Filing Signals

FILED

2023

YEARS AGO

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

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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: Nov 13, 2024

First use in commerce: Nov 13, 2024

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

20 events

REGISTERED-PRINCIPAL REGISTER

Mar 18, 2025

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Mar 18, 2025

NOTICE OF REGISTRATION CONFIRMATION EMAILED

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Feb 26, 2025

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Feb 26, 2025

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

STATEMENT OF USE PROCESSING COMPLETE

Jan 31, 2025

STATEMENT OF USE PROCESSING COMPLETE

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Jan 30, 2025

CASE ASSIGNED TO INTENT TO USE PARALEGAL

TEAS STATEMENT OF USE RECEIVED

Nov 14, 2024

TEAS STATEMENT OF USE RECEIVED

USE AMENDMENT FILED

Nov 14, 2024

USE AMENDMENT FILED

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Jun 04, 2024

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Apr 09, 2024

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

PUBLISHED FOR OPPOSITION

Apr 09, 2024

PUBLISHED FOR OPPOSITION

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Mar 20, 2024

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

EXAMINERS AMENDMENT -WRITTEN

Mar 05, 2024

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Mar 05, 2024

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Mar 05, 2024

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

Mar 05, 2024

EXAMINER'S AMENDMENT ENTERED

APPROVED FOR PUB - PRINCIPAL REGISTER

Mar 05, 2024

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

Mar 04, 2024

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jul 17, 2023

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Jun 16, 2023

NEW APPLICATION ENTERED

CLOSE REACH FINANCIAL PLANNING

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