USPTO trademark record

GOALS-BASED PLANNING

Live registered mark · Owner Horizon Investments, LLC · Classes 36, 42

Mark details

Owner: Horizon Investments, LLC
Serial number: 88420814
Registration number: 6020767
Status: REGISTERED
Classes: 36 (Finance / insurance), 42 (Software / tech services (SaaS, design, hosting))
Filed: 2019-05-08
Registered: 2020-03-24
Goods / services: Financial advisory and consultancy services, namely, planning and consulting services based on financial analyses of investment options, portfolio allocations, assets, and long-term goals; Providing …

Register data indexed 2026-11-07. Bulk records trail live filings — check the official USPTO search for the latest status before filing.

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