INVESTUS FINANCIAL PLANNING
Live / Registered — Registered (as of 05 May 2026)
What this means for you
Registered since 05 May 2026. 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 05 May 2032: the §8 declaration of use).
Record
- Serial number
- 99418641
- Registration number
- 8241521
- Mark type
- Word mark
- Filed
- 29 Sept 2025
- Published for opposition
- 17 Mar 2026
- Registered
- 05 May 2026
- Next maintenance filing
- §8 declaration of use, due by 05 May 2032 (grace period to 05 Nov 2032)
- Attorney of record
- Joshua B. Goldberg
Goods and services
- Class 036 — Insurance and financial services: Financial management; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial advisory services; Financial portfolio analysis services; Financial research; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments
Owner
- INVESTUS FINANCIAL PLANNING, INC., Newport Beach, CA, US
- INVESTUS FINANCIAL PLANNING, INC., Newport Beach, CA, US
- INVESTUS FINANCIAL PLANNING, INC., Newport Beach, CA, US
Prosecution history
- 05 May 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 05 May 2026 — REGISTERED-PRINCIPAL REGISTER
- 17 Mar 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 17 Mar 2026 — PUBLISHED FOR OPPOSITION
- 11 Mar 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 19 Feb 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 19 Feb 2026 — ASSIGNED TO EXAMINER
- 10 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 29 Sept 2025 — APPLICATION FILING RECEIPT MAILED
- 29 Sept 2025 — NEW APPLICATION ENTERED