MEDICARE PLANFINDER Trademark
Trademark Overview
On Tuesday, March 18, 2025, a trademark application was filed for MEDICARE PLANFINDER with the United States Patent and Trademark Office. The USPTO has given the MEDICARE PLANFINDER trademark a serial number of 99089407. The federal status of this trademark filing is FINAL REFUSAL - MAILED as of Monday, November 3, 2025. This trademark is owned by Health & Wealth Advisors, LLC. The MEDICARE PLANFINDER trademark is filed in the Insurance & Financial Services category with the following description:
Insurance brokerage; Insurance consultation; Medical insurance case and utilization review and insurance claims adjustment services for healthcare purchasers and payors and providers and Medicare beneficiaries; Insurance services, namely, providing information and on-line computer databases for the purpose of review and verification of Medicaid and Medicare eligibility status and related information; Insurance consultancy; Health insurance underwriting
General Information
| Serial Number | 99089407 |
| Word Mark | MEDICARE PLANFINDER |
| Filing Date | Tuesday, March 18, 2025 |
| Status | 645 - FINAL REFUSAL - MAILED |
| Status Date | Monday, November 3, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| NOT AVAILABLE | "MEDICARE" |
| Goods and Services | Insurance brokerage; Insurance consultation; Medical insurance case and utilization review and insurance claims adjustment services for healthcare purchasers and payors and providers and Medicare beneficiaries; Insurance services, namely, providing information and on-line computer databases for the purpose of review and verification of Medicaid and Medicare eligibility status and related information; Insurance consultancy; Health insurance underwriting |
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 | Tuesday, March 18, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, September 1, 2019 |
| First Use In Commerce Date | Sunday, September 1, 2019 |
Trademark Owner History
| Party Name | Health & Wealth Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Orlando, FL 32835 |
Trademark Events
| Event Date | Event Description |
| Tuesday, March 18, 2025 | NEW APPLICATION ENTERED |
| Tuesday, March 18, 2025 | APPLICATION FILING RECEIPT MAILED |
| Thursday, July 10, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, August 18, 2025 | ASSIGNED TO EXAMINER |
| Monday, August 18, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, August 18, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, August 18, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, September 8, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, September 8, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, September 8, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, November 3, 2025 | FINAL REFUSAL WRITTEN |
| Monday, November 3, 2025 | FINAL REFUSAL E-MAILED |
| Monday, November 3, 2025 | NOTIFICATION OF FINAL REFUSAL EMAILED |
