Who owns the COPLANNING FINANCIAL trademark?

The COPLANNING FINANCIAL trademark is owned by CoPlanning Financial LLC.

What is the serial number for COPLANNING FINANCIAL?

The USPTO serial number for COPLANNING FINANCIAL is 99688455.

What is the registration number for COPLANNING FINANCIAL?

COPLANNING FINANCIAL is registered under USPTO registration number 8499910.

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Updated Oct 14, 2026·12 searches this week

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COP

USPTO Trademark Record

REGISTERED

COPLANNING FINANCIAL

Q: What class is the COPLANNING FINANCIAL trademark registered in?

The COPLANNING FINANCIAL trademark is registered in Class 036 (Insurance, financial & real estate services), Class 041 (Education & entertainment services).

SN 99688455·Reg 8499910·Filed Mar 06, 2026

Owner CoPlanning Financial LLC

Financial, monetary and banking services; insurance services; real estate services.; Education; providing of training; entertainment; sporting and cultural activities.

COPLANNING FINANCIAL (Serial No. 99688455), Registration No. 8499910, is a registered US trademark filed on Mar 06, 2026 by CoPlanning Financial LLC. This trademark covers Class 036 (Insurance, financial & real estate services), Class 041 (Education & entertainment services).

early section 8: October 13, 2032

Mark Intelligence

COPLANNING FINANCIAL (Reg. #8499910) is a registered US trademark that has been protecting its owner, CoPlanning Financial LLC, since 2026. The mark covers Class 036 (Insurance, financial & real estate services) and Class 041 (Education & entertainment services) respectively. Goods and services include Financial, monetary and banking services; insurance services; real estate services.; Education; providing of training; e.... The mark faced 1 opposition proceeding during prosecution.

FILED

Mar 06, 2026

SERIAL

99688455

REG#

8499910

REGISTERED

Oct 13, 2026

Filing Information

StatusREGISTERED

Filing DateMar 06, 2026

Serial Number99688455

Registration No.8499910

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: May 14, 2024

First use in commerce: May 14, 2024

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

Class 041Education & entertainment services

US codes: 100, 101, 107

First use anywhere: May 14, 2024

First use in commerce: May 14, 2024

Education; providing of training; entertainment; sporting and cultural activities.

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

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Status History

16 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

APPROVED FOR PUB - PRINCIPAL REGISTER

Jul 28, 2026

APPROVED FOR PUB - PRINCIPAL REGISTER

TEAS/EMAIL CORRESPONDENCE ENTERED

Jul 24, 2026

TEAS/EMAIL CORRESPONDENCE ENTERED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Jul 23, 2026

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Jul 23, 2026

CORRESPONDENCE RECEIVED IN LAW OFFICE

NON-FINAL ACTION WRITTEN

Jul 14, 2026

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Jul 14, 2026

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Jul 14, 2026

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Jul 07, 2026

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jul 06, 2026

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

APPLICATION FILING RECEIPT MAILED

Mar 07, 2026

APPLICATION FILING RECEIPT MAILED

NEW APPLICATION ENTERED

Mar 06, 2026

NEW APPLICATION ENTERED

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