QUALIFIED ECONOMICS-BASED FINANCIAL ADVISOR Trademark
QUALIFIED ECONOMICS-BASED FINANCIAL ADVISOR is a USPTO trademark filed by Economic Security Planning, Inc.. Status: Pending.
Trademark Facts
| Mark | QUALIFIED ECONOMICS-BASED FINANCIAL ADVISOR |
|---|---|
| Serial Number | 99551520 |
| Status | Pending |
| Filing Date | 2025-12-16 |
| Mark Type | Word |
| Nice Classes | 041 (Education & Entertainment) |
| Owner | Economic Security Planning, Inc. |
| Attorney of Record | Douglas N. Masters |
| Prosecution Events | 7 |
| Latest Event | GNRT on 2026-04-27 |
Goods & Services
Class 041: Educational services, namely, providing continuing professional education courses in the fields of finances and financial training by individuals and financial advisors; Providing courses of instruction in the field of financial training and education and distribution of course material in connection therewith; Educational services, namely, providing classes, preparing and administering educational tests for professionals and personal financial planners in the fields of finances and financial training
Recent Prosecution Activity
| Date | Document | Type |
|---|---|---|
| 2026-04-27 | Notice of Non-Final Office Action | NFO |
| 2026-04-27 | Non-Final Action | NFIN |
USPTO Refusals on Record
- information_required
- merely_descriptive