IPLAN PROTECTING LIFESTYLES ASSETS & NEEDS Trademark

Trademark Overview


On Sunday, August 25, 2024, a trademark application was filed for IPLAN PROTECTING LIFESTYLES ASSETS & NEEDS with the United States Patent and Trademark Office. The USPTO has given the IPLAN PROTECTING LIFESTYLES ASSETS & NEEDS trademark a serial number of 98716124. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, August 26, 2024. This trademark is owned by iPlan, LLC. The IPLAN PROTECTING LIFESTYLES ASSETS & NEEDS trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial management in the field of finance; Financial retirement plan consulting services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial invest...
iplan protecting lifestyles assets & needs

General Information


Serial Number98716124
Word MarkIPLAN PROTECTING LIFESTYLES ASSETS & NEEDS
Filing DateSunday, August 25, 2024
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateMonday, August 26, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing0 - NOT AVAILABLE
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Description of MarkThe mark consists of the wording iPlan in lime green with the letter i in lower case serving as part of the letter P in plan, above the wording Protecting Lifestyles Assets & Needs in black, with each word's first letter in lime green. The dot in the i of IPlan is grey surrounded by lime green.
Goods and ServicesFinancial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial management in the field of finance; Financial retirement plan consulting services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, mortgage planning; Financial trust planning
Indication of Colors claimedThe color(s) lime green, grey, black, and white is/are claimed as a feature of the mark.

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSunday, August 25, 2024
Primary Code036
First Use Anywhere DateMonday, June 11, 2018
First Use In Commerce DateMonday, June 11, 2018

Trademark Owner History


Party NameiPlan, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressWinter Haven, FL 33884

Trademark Events


Event DateEvent Description
Monday, August 26, 2024NEW APPLICATION ENTERED