BURGESS FINANCIAL PLANNING
"BURGESS FINANCIAL PLANNING" is a word mark owned by Burgess Financial Planning LLC, filed at the USPTO on May 13, 2026. It is registered and covers class 36 (Insurance and Financial).
- Status
- Registered
- Since October 13, 2026
- Filed
- May 13, 2026
- Registered
- October 13, 2026
- Expires
- Not recorded
- Application no.
- 99820729
- Registration no.
- 8502374
- Office
- USPTO
- United States Patent and Trademark Office
- Mark type
- Word mark
- 1 class
Who owns BURGESS FINANCIAL PLANNING
The owner and representative on file with the office.
Owner
Burgess Financial Planning LLC
Portland, United States
Representative
Gene Bolmarcich
Law Offices of Gene Bolmarcich
What the mark covers
The products and services BURGESS FINANCIAL PLANNING is filed for, grouped by Nice class.
Financial planning and investment advisory services
What has happened so far
Steps recorded by the USPTO, newest first.
- Notice of registration confirmation emailed
- Registered-principal register
- Official gazette publication confirmation e-mailed
- Published for opposition
- Notification of notice of publication e-mailed
- Approved for pub - principal register
- Assigned to examiner
- Application filing receipt mailed
- New application office supplied data entered
- New application entered
About BURGESS FINANCIAL PLANNING
Who owns the trademark "BURGESS FINANCIAL PLANNING"?
The USPTO trademark "BURGESS FINANCIAL PLANNING" (application 99820729) is owned by Burgess Financial Planning LLC.
What is the status of "BURGESS FINANCIAL PLANNING"?
Its status at the USPTO is: registered.
When was "BURGESS FINANCIAL PLANNING" registered?
It was registered on October 13, 2026.
Get this data via the API
Everything on this page comes from the Signa API. Pull BURGESS FINANCIAL PLANNING and marks like it into your own product with one request.
GET/v1/trademarks/{id}The full record: owners, classes, dates and images
GET/v1/trademarks/{id}/eventsEvery step in the office history
GET/v1/proceedings?trademark_id={id}Oppositions and cancellations against the mark
ID=tm_019e2bcd-9dc9-755e-8dfa-6c60f43b9e6d
curl https://api.signa.so/v1/trademarks/$ID \
-H "Authorization: Bearer $SIGNA_API_KEY"{
"id": "tm_019e2bcd-9dc9-755e-8dfa-6c60f43b9e6d",
"object": "trademark",
"mark_text": "BURGESS FINANCIAL PLANNING",
"status": {
"primary": "active",
"stage": "registered"
},
"office_code": "US",
"application_number": "99820729",
"filing_date": "2026-05-13",
"nice_classes": [
36
],
"owners": [
{
"name": "Burgess Financial Planning LLC",
"entity_id": null
}
]
}