CLOSE REACH FINANCIAL PLANNING
Live · Registered LIVE/REGISTRATION/Issued and Active
What this record means
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.
Informational only - not legal advice.Mark Service Mark
| Drawing type | 4 - STANDARD CHARACTER MARK |
| Filing basis | Use in Commerce (§1(a)). |
| Status | Registered. The registration date is used to determine when post-registration maintenance documents are due. |
Key dates
| Application filed | Jun 13, 2023 |
| Published for opposition | Apr 09, 2024 |
| Notice of Allowance | Jun 04, 2024 |
| Registered (Principal) | Mar 18, 2025 |
| Status date | Mar 18, 2025 |
Goods & services
Financial investment analysis; Financial planning and investment advisory services; Financial planning, namely, providing information for the creation of investment strategies; Providing financial information and advice in the field of finance, financial investments, financial valuations and the financial aspects of retirement; Education funding analysis in the nature of financial analysis; Providing financial information in the field of financial stock and equity markets; Providing investors with financial information; Financial and investment services, namely, financial management and financial investment brokerage in the fields of stocks, bonds, options, futures and other securities; financial analysis, management, consulting and advisory services; funds investment; investment services, namely, financial asset management; investment analysis in the nature of investment advisory services
Owner & representation
| Owner | Close Reach Financial Planning, LLC |
| Address | 155 Main Street, Suite 3, Manchester, CONNECTICUT UNITED STATES 06040 |
| Entity | LIMITED LIABILITY COMPANY - organized in CONNECTICUT |
| Attorney of record | Russell Anderson |
| Correspondent | Russell Anderson |
| Attorney email | r********@*****.com |
| Correspondent email | 2 emails |
| Correspondent phone | 2********1 |
| Correspondent address | BRIDGEPORT, CONNECTICUT |