THE COLLABORATIVE PLANNER Trademark
THE COLLABORATIVE PLANNER is a USPTO trademark filed by IMPACTING ADVISORS LLC. Status: Registered.
Trademark Facts
| Mark | THE COLLABORATIVE PLANNER |
|---|---|
| Serial Number | 98638477 |
| Registration Number | 7970944 |
| Status | Registered |
| Filing Date | 2024-07-09 |
| Registration Date | 2025-09-30 |
| Mark Type | Word |
| Nice Classes | 036 (Financial Services), 042 (Software & IT) |
| Owner | IMPACTING ADVISORS LLC |
| Attorney of Record | Michael K. Kinney |
| Prosecution Events | 23 |
| Latest Event | NRCS on 2025-09-30 |
Goods & Services
Financial planning and investment advisory services; Providing temporary use of non-downloadable software for financial planning; Providing temporary use of non-downloadable software for analyzing client's financial assets and income to make decisions related to retirement and spending based on assets and income saved