Who owns the EPS EXCEL PLANNING SOLUTIONS trademark?

The EPS EXCEL PLANNING SOLUTIONS trademark is owned by HERITAGE PLANNING, LLC.

What class is the EPS EXCEL PLANNING SOLUTIONS trademark registered in?

The EPS EXCEL PLANNING SOLUTIONS trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for EPS EXCEL PLANNING SOLUTIONS?

The USPTO serial number for EPS EXCEL PLANNING SOLUTIONS is 99494598.

What is the registration number for EPS EXCEL PLANNING SOLUTIONS?

EPS EXCEL PLANNING SOLUTIONS is registered under USPTO registration number 0.

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EPS

USPTO Trademark Record

PENDING

EPS EXCEL PLANNING SOLUTIONS

SN 99494598·Reg 0·Filed Nov 13, 2025

Owner HERITAGE PLANNING, LLC

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

EPS EXCEL PLANNING SOLUTIONS (Serial No. 99494598), Registration No. 0, is a pending US trademark filed on Nov 13, 2025 by HERITAGE PLANNING, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

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Full conflict analysis for EPS EXCEL PLANNING SOLUTIONS (SN 99494598) against the USPTO database with detailed risk factor explanations. AI-powered — takes ~1-2 min.

Mark Intelligence

EPS EXCEL PLANNING SOLUTIONS (Reg. #0) is a pending US trademark that was filed in 2025 and is currently under USPTO examination. 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

Nov 13, 2025

SERIAL

99494598

REG#

REGISTERED

Dec 31, 1969

Filing Information

StatusPENDING

Filing DateNov 13, 2025

Serial Number99494598

Registration No.0

Registration DateDec 31, 1969

Status DateMar 25, 2026

Mark TypeStandard characters

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: Sep 06, 2023

First use in commerce: Sep 07, 2023

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

13 events

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Mar 25, 2026

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Mar 25, 2026

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Mar 25, 2026

TEAS/EMAIL CORRESPONDENCE ENTERED

SUSPENSION LETTER WRITTEN

Mar 25, 2026

SUSPENSION LETTER WRITTEN

LETTER OF SUSPENSION E-MAILED

Mar 25, 2026

LETTER OF SUSPENSION E-MAILED

NOTIFICATION OF LETTER OF SUSPENSION E-MAILED

Mar 25, 2026

NOTIFICATION OF LETTER OF SUSPENSION E-MAILED

NON-FINAL ACTION WRITTEN

Mar 24, 2026

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Mar 24, 2026

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Mar 24, 2026

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Mar 23, 2026

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Feb 12, 2026

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Nov 13, 2025

NEW APPLICATION ENTERED

APPLICATION FILING RECEIPT MAILED

Nov 13, 2025

APPLICATION FILING RECEIPT MAILED

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