GOALS-BASED PLANNING Trademark
GOALS-BASED PLANNING is a USPTO trademark filed by Horizon Investments, LLC. Status: Registered.
Trademark Facts
| Mark | GOALS-BASED PLANNING |
|---|---|
| Serial Number | 88420814 |
| Registration Number | 6020767 |
| Status | Registered |
| Filing Date | 2019-05-08 |
| Registration Date | 2020-03-24 |
| Mark Type | Word |
| Nice Classes | 036 (Financial Services), 042 (Software & IT) |
| Owner | Horizon Investments, LLC |
| Attorney of Record | Matt Jamison |
| Prosecution Events | 30 |
| Latest Event | EROP on 2026-03-20 |
Goods & Services
Financial advisory and consultancy services, namely, planning and consulting services based on financial analyses of investment options, portfolio allocations, assets, and long-term goals; "PLANNING"; Providing a web-based service featuring technology that enables users to receive financial planning, consulting, and investment analysis