| Serial Number | 98716124 |
| Word Mark | IPLAN PROTECTING LIFESTYLES ASSETS & NEEDS |
| Filing Date | Sunday, August 25, 2024 |
| Status | 680 - APPROVED FOR PUBLICATION |
| Status Date | Wednesday, June 11, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 5 - Drawing with word(s) / letter(s) / number(s) in Stylized form |
| Published for Opposition Date | NOT AVAILABLE |
| Description of Mark | The mark consists of the wording "iPlan" in lime green lettering with the letter "i" in lower case serving as part of the letter "P" in "Plan." The dot in the letter "i" appears in grey surrounded by lime green. The wording "PROTECTING LIFESTYLES ASSETS & NEEDS" appears in black lettering, with each word's first letter appearing in lime green. The color white appears as background and transparent areas in the mark. |
| Pseudo Mark | IPLAN PROTECTING LIFESTYLES ASSETS AND NEEDS |
| Goods and Services | 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 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 claimed | The color(s) lime green, grey and black is/are claimed as a feature of the mark. |
| NOT AVAILABLE | "PROTECTING LIFESTYLES ASSETS & NEEDS" |
| 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, August 25, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, June 11, 2018 |
| First Use In Commerce Date | Monday, June 11, 2018 |
| Party Name | iPlan, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Winter Haven, FL 33884 |
| Event Date | Event Description |
| Monday, August 26, 2024 | NEW APPLICATION ENTERED |
| Sunday, March 9, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, March 10, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, March 11, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, March 11, 2025 | NON-FINAL ACTION WRITTEN |
| Tuesday, March 11, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, June 10, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, June 10, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, June 10, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, June 11, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |