Trademark Search  /  THE COLLABORATIVE PLANNER

THE COLLABORATIVE PLANNER

● Live · Registered

U.S. federal trademark · Serial No. 98638477 · Reg. No. 7970944

Mark
THE COLLABORATIVE PLANNER
Status
Registered
Serial Number
98638477
Registration No.
7970944
Filing Date
July 9, 2024
Registration Date
September 30, 2025
Class(es)
Class 042

Owners

IMPACTING ADVISORS LLC
16 · GLASTONBURY, CT, US
IMPACTING ADVISORS LLC
16 · GLASTONBURY, CT, US
AdviceOne, LLC
16 · Glastonbury, CT, US

Goods & 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

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Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.