Who owns the INVESTUS FINANCIAL PLANNING trademark?

The INVESTUS FINANCIAL PLANNING trademark is owned by INVESTUS FINANCIAL PLANNING, INC..

What class is the INVESTUS FINANCIAL PLANNING trademark registered in?

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

What is the serial number for INVESTUS FINANCIAL PLANNING?

The USPTO serial number for INVESTUS FINANCIAL PLANNING is 99418641.

What is the registration number for INVESTUS FINANCIAL PLANNING?

INVESTUS FINANCIAL PLANNING is registered under USPTO registration number 8241521.

INV

USPTO Trademark Record

REGISTERED

INVESTUS FINANCIAL PLANNING

SN 99418641·Reg 8241521·Filed Sep 29, 2025

Owner INVESTUS FINANCIAL PLANNING, INC.

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

INVESTUS FINANCIAL PLANNING (Serial No. 99418641), Registration No. 8241521, is a registered US trademark filed on Sep 29, 2025 by INVESTUS FINANCIAL PLANNING, INC.. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: May 05, 2032

Mark Intelligence

INVESTUS FINANCIAL PLANNING (Reg. #8241521) is a registered US trademark that has been protecting its owner, INVESTUS FINANCIAL PLANNING, INC., since 2025. 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

Sep 29, 2025

SERIAL

99418641

REG#

8241521

REGISTERED

May 05, 2026

Owner

Applicant

INVESTUS FINANCIAL PLANNING, INC.

Entity

Corporation

State

Address

P.O. Box 2043, Newport Beach, CA, 92659

Country

Attorney

NameJoshua B. Goldberg

Law firm

Joshua B. Goldberg Nath, Goldberg & Meyer

Docket

64151T

Address

112 S. West Street, Alexandria, VA 22314, United States

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Filing Information

StatusREGISTERED

Filing DateSep 29, 2025

Serial Number99418641

Registration No.8241521

Registration DateMay 05, 2026

Status DateMay 05, 2026

Published for OppositionMar 17, 2026

Mark TypeStandard characters

Attorney Docket64151T

Status DescriptionLive and registered

Filing Signals

FILED

2025

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: Jul 14, 2004

First use in commerce: Jul 14, 2004

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

10 events

REGISTERED-PRINCIPAL REGISTER

May 05, 2026

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

May 05, 2026

NOTICE OF REGISTRATION CONFIRMATION EMAILED

PUBLISHED FOR OPPOSITION

Mar 17, 2026

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Mar 17, 2026

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Mar 11, 2026

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

ASSIGNED TO EXAMINER

Feb 19, 2026

ASSIGNED TO EXAMINER

APPROVED FOR PUB - PRINCIPAL REGISTER

Feb 19, 2026

APPROVED FOR PUB - PRINCIPAL REGISTER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Feb 10, 2026

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Sep 29, 2025

NEW APPLICATION ENTERED

APPLICATION FILING RECEIPT MAILED

Sep 29, 2025

APPLICATION FILING RECEIPT MAILED

INVESTUS FINANCIAL PLANNING

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