SACHI FINANCIAL PLANNING
Live / Registered — Registered (as of 18 Mar 2025)
What this means for you
Registered since 18 Mar 2025. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 18 Mar 2031: the §8 declaration of use).
Record
- Serial number
- 98601282
- Registration number
- 7730875
- Mark type
- Word mark
- Filed
- 14 Jun 2024
- Published for opposition
- 28 Jan 2025
- Registered
- 18 Mar 2025
- Next maintenance filing
- §8 declaration of use, due by 18 Mar 2031 (grace period to 18 Sept 2031)
- Attorney of record
- Jake D. Siciliano
Goods and services
- Class 036 — Insurance and financial services: Consultancy of capital investment; Estate planning; Financial advice relating to income tax; Financial advice relating to tax; Financial advice, namely, budget planning; Financial planning and investment advisory services; Financial portfolio analysis services; Financial portfolio management; Financial risk management; Information, advisory, consultancy and financial research services relating to finance and investments; Investment consultancy; Investment management; Management of a capital investment fund; Mutual funds and capital investment; Private equity fund investment services; Providing information in the field of estate planning
Owner
- Sachi Financial Planning LLC, Newport Beach, CA, US
- Sachi Financial Planning LLC, Newport Beach, CA, US
- Sachi Financial Planning LLC, Newport Beach, CA, US
Prosecution history
- 18 Mar 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 18 Mar 2025 — REGISTERED-PRINCIPAL REGISTER
- 28 Jan 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 28 Jan 2025 — PUBLISHED FOR OPPOSITION
- 22 Jan 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 06 Jan 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 06 Jan 2025 — ASSIGNED TO EXAMINER
- 05 Jan 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 14 Jun 2024 — NEW APPLICATION ENTERED