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WHITE COAT PLANNING

99823921 | Trademark citeCite Docket

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Filed May 14, 2026
Serial No. 99823921
Examining Attorney PHILIP LIU
Class Comprehensive financial planning and professional fiduciary services; Investment counseling and financial investment analysis; Financial planning, consultation, advisory, and portfolio management; Specialized consulting for philanthropic and charitable giving; Financial research and information services; Advisory services for employer-sponsored retirement plans; Tax planning and tax preparation services; Providing information and financial consultation regarding education loans; 100; 101; 102
WHITE COAT PLANNING
Case Type Service mark
Status A non-final Office action has been sent (issued) to the applicant. This is a letter from the examining attorney requiring additional information and/or making an initial refusal. The applicant must respond to this Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Last Updated: 3 days, 22 hours ago
Filing Date # Docket Text
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