Who owns the PRINCIPLES-BASED FINANCIAL PLANNER trademark?

The PRINCIPLES-BASED FINANCIAL PLANNER trademark is owned by FIVETH, LLC.

What class is the PRINCIPLES-BASED FINANCIAL PLANNER trademark registered in?

The PRINCIPLES-BASED FINANCIAL PLANNER trademark is registered in Class B (Class NaN).

What is the serial number for PRINCIPLES-BASED FINANCIAL PLANNER?

The USPTO serial number for PRINCIPLES-BASED FINANCIAL PLANNER is 97047640.

What is the registration number for PRINCIPLES-BASED FINANCIAL PLANNER?

PRINCIPLES-BASED FINANCIAL PLANNER is registered under USPTO registration number 7706758.

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Updated Sep 29, 2026·22 searches this week

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PRI

USPTO Trademark Record

REGISTERED

PRINCIPLES-BASED FINANCIAL PLANNER

SN 97047640·Reg 7706758·Filed Sep 27, 2021

Owner FIVETH, LLC

PRINCIPLES-BASED FINANCIAL PLANNER (Serial No. 97047640), Registration No. 7706758, is a registered US trademark filed on Sep 27, 2021 by FIVETH, LLC. This trademark covers Class B (Class NaN).

Deadline expired: February 11, 2026

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PRINCIPLES-BASED FINANCIAL PLANNER (Reg. #7706758) is a registered US trademark that has been protecting its owner, FIVETH, LLC, since 2021. The mark covers Class B (Class NaN). The mark faced 1 opposition proceeding during prosecution.

FILED

Sep 27, 2021

SERIAL

97047640

REG#

7706758

REGISTERED

Feb 25, 2025

Filing Information

StatusREGISTERED

Filing DateSep 27, 2021

Serial Number97047640

Registration No.7706758

Registration DateFeb 25, 2025

Status DateFeb 25, 2025

Published for OppositionDec 06, 2022

Filing Basis & Declarations

Standard Characters ClaimedUse Application Currently

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 00BClass 0

US codes: B

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

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Status History

45 events

NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED

Mar 10, 2026

NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED

NEW CERTIFICATE UNDER SECTION 7 - PROCESSED

Feb 15, 2026

NEW CERTIFICATE UNDER SECTION 7 - PROCESSED

TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED

Feb 10, 2026

TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Aug 11, 2025

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

POST REGISTRATION ACTION MAILED - SEC. 7

Aug 11, 2025

POST REGISTRATION ACTION MAILED - SEC. 7

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Apr 02, 2025

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

TEAS SECTION 7 REQUEST RECEIVED

Apr 01, 2025

TEAS SECTION 7 REQUEST RECEIVED

REGISTERED-PRINCIPAL REGISTER

Feb 25, 2025

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Feb 25, 2025

NOTICE OF REGISTRATION CONFIRMATION EMAILED

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Feb 04, 2025

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Feb 04, 2025

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Jan 13, 2025

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Jan 13, 2025

TEAS/EMAIL CORRESPONDENCE ENTERED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Nov 20, 2024

TEAS RESPONSE TO OFFICE ACTION RECEIVED

SU - NON-FINAL ACTION - WRITTEN

Aug 27, 2024

SU - NON-FINAL ACTION - WRITTEN

NON-FINAL ACTION E-MAILED

Aug 27, 2024

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Aug 27, 2024

NOTIFICATION OF NON-FINAL ACTION E-MAILED

PREVIOUS ALLOWANCE COUNT WITHDRAWN

Aug 26, 2024

PREVIOUS ALLOWANCE COUNT WITHDRAWN

WITHDRAWN FROM ISSUE - OG REVIEW QUERY

Aug 13, 2024

WITHDRAWN FROM ISSUE - OG REVIEW QUERY

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Jul 31, 2024

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Jul 31, 2024

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Jul 02, 2024

CORRESPONDENCE RECEIVED IN LAW OFFICE

ASSIGNED TO LIE

Jul 02, 2024

ASSIGNED TO LIE

TEAS/EMAIL CORRESPONDENCE ENTERED

Jul 02, 2024

TEAS/EMAIL CORRESPONDENCE ENTERED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Jan 07, 2024

TEAS RESPONSE TO OFFICE ACTION RECEIVED

ASSIGNED TO EXAMINER

Oct 23, 2023

ASSIGNED TO EXAMINER

SU - NON-FINAL ACTION - WRITTEN

Oct 06, 2023

SU - NON-FINAL ACTION - WRITTEN

NON-FINAL ACTION E-MAILED

Oct 06, 2023

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Oct 06, 2023

NOTIFICATION OF NON-FINAL ACTION E-MAILED

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Aug 08, 2023

CASE ASSIGNED TO INTENT TO USE PARALEGAL

STATEMENT OF USE PROCESSING COMPLETE

Aug 08, 2023

STATEMENT OF USE PROCESSING COMPLETE

TEAS STATEMENT OF USE RECEIVED

Jul 26, 2023

TEAS STATEMENT OF USE RECEIVED

USE AMENDMENT FILED

Jul 26, 2023

USE AMENDMENT FILED

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Jan 31, 2023

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Dec 06, 2022

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

PUBLISHED FOR OPPOSITION

Dec 06, 2022

PUBLISHED FOR OPPOSITION

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Nov 16, 2022

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Nov 03, 2022

APPROVED FOR PUB - PRINCIPAL REGISTER

EXAMINERS AMENDMENT -WRITTEN

Oct 28, 2022

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Oct 28, 2022

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Oct 28, 2022

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

Oct 28, 2022

EXAMINER'S AMENDMENT ENTERED

ASSIGNED TO EXAMINER

Jun 27, 2022

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Oct 27, 2021

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Sep 30, 2021

NEW APPLICATION ENTERED

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