DREAM PLAN RETIRE Trademark
Trademark Overview
On Tuesday, June 20, 2023, a trademark application was filed for DREAM PLAN RETIRE with the United States Patent and Trademark Office. The USPTO has given the DREAM PLAN RETIRE trademark a serial number of 98050165. The federal status of this trademark filing is REGISTERED as of Tuesday, August 13, 2024. This trademark is owned by BAYNTREE WEALTH ADVISORS, LLC. The DREAM PLAN RETIRE trademark is filed in the Insurance & Financial Services category with the following description:
providing information and advice in the field of the financial aspects of retirement featuring printed toolkits comprised of printed worksheets, checklists, and books in the field of financial planning and also featuring online articles in the field of financial planning for retirement
General Information
| Serial Number | 98050165 |
| Word Mark | DREAM PLAN RETIRE |
| Filing Date | Tuesday, June 20, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, August 13, 2024 |
| Registration Number | 7471796 |
| Registration Date | Tuesday, August 13, 2024 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, May 28, 2024 |
Trademark Statements
| Goods and Services | providing information and advice in the field of the financial aspects of retirement featuring printed toolkits comprised of printed worksheets, checklists, and books in the field of financial planning and also featuring online articles in the field of financial planning for retirement |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Sunday, July 23, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, December 31, 2022 |
| First Use In Commerce Date | Friday, March 31, 2023 |
Trademark Owner History
| Party Name | BAYNTREE WEALTH ADVISORS, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Scottsdale, AZ 85253 |
| Party Name | BAYNTREE WEALTH ADVISORS, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Scottsdale, AZ 85253 |
| Party Name | BAYNTREE WEALTH ADVISORS, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Scottsdale, AZ 85253 |
Trademark Events
| Event Date | Event Description |
| Sunday, July 23, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, March 8, 2024 | ASSIGNED TO EXAMINER |
| Monday, March 18, 2024 | NON-FINAL ACTION WRITTEN |
| Monday, March 18, 2024 | NON-FINAL ACTION E-MAILED |
| Monday, March 18, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, April 23, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, April 23, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, April 23, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, April 23, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, April 23, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, May 8, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 28, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 28, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 13, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, August 13, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
