Status report
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The official USPTO status record for CLOSE REACH FINANCIAL PLANNING, serial 98040167, as a dated PDF. One price, one document, delivered in about a minute.
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Trademark Status Report
$7.99
The USPTO's own status record for this mark, on one dated page.
- Current status with a plain-English verdict
- Owner, classes, filing basis, and every key date
- The mark as it appears on the federal record
- Every prosecution event, filing to today
- Source-cited with the exact retrieval date
Built from the USPTO's TSDR record. Assignment chain of title and TTAB proceeding files sit in separate USPTO systems and are not included.
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◆ TRADEMARKCHECKER.AITRADEMARK STATUS REPORT
CLOSE REACH FINANCIAL PLANNINGSerial 98040167 · Principal Register
Live · Registered
Owner: Close Reach Financial Planning, LLC
Class 036 - Insurance & Financial
Filed Jun 13, 2023
Registered Mar 18, 2025
The record shows a live, Principal Register registration for “CLOSE REACH FINANCIAL PLANNING” owned by Close Reach Financial Planning, LLC, a Connecticut limited‑liability company, and the registration became effective on March 18 2025. The protection is limited to the services listed in class 036, specifically financial investment analysis, financial planning and investment advisory services, education‑funding analysis, and related financial information and brokerage activities. A similar name used in the same or closely related financial‑services arena would raise the most direct concern, while uses outside that scope fall farther from the recorded coverage. The record does not give the owner control over every possible use of the words “close reach” or “financial planning.” The latest meaningful event is the notice of registration confirmation on March 18 2025, and the supplied history shows no oppositions, cancellations or other enforcement activity. I'd treat this as a meaningful concern if you plan a comparable name in the financial‑services field.
Full event history, owner details, and verdict inside.
The way I'd use it, honestly, is as the thing you attach when a bank, a marketplace, or a co-founder asks "are we clear on the name". It answers in one page.