PLANNING THAT WORKS

1 total filings · 1 classes · Active since Oct 2025

24

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Filing Velocity (24 Months)

May 2024 Apr 2026

Filing Activity by NICE Class

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Recent Filings

Serial No. Mark Filing Date Status Classes Owner
99449425 PLANNING THAT WORKS Oct 17, 2025 Registered 045 Legal & Security Services FAMILY WEALTH PLANNING INSTITUTE, LLC