MONEY WELL PLANNED Trademark
Trademark Overview
On Thursday, September 7, 2023, a trademark application was filed for MONEY WELL PLANNED with the United States Patent and Trademark Office. The USPTO has given the MONEY WELL PLANNED trademark a serial number of 98168527. The federal status of this trademark filing is REGISTERED as of Tuesday, September 10, 2024. The MONEY WELL PLANNED trademark is filed in the Insurance & Financial Services category with the following description:
Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial planning and investment advisory services; Financial services, namely, wealth management services
General Information
| Serial Number | 98168527 |
| Word Mark | MONEY WELL PLANNED |
| Filing Date | Thursday, September 7, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, September 10, 2024 |
| Registration Number | 7499566 |
| Registration Date | Tuesday, September 10, 2024 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, June 25, 2024 |
Trademark Statements
| Description of Mark | The mark consists of the word "MONEY" in blue over top of a gray horizontal line to the left of the wording "WELL PLANNED" in black. |
| Goods and Services | Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial planning and investment advisory services; Financial services, namely, wealth management services |
| Indication of Colors claimed | The color(s) blue, gray, and black is/are claimed as a feature of the mark. |
| NOT AVAILABLE | "MONEY" |
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 | Thursday, September 7, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, August 31, 2023 |
| First Use In Commerce Date | Thursday, August 31, 2023 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | Naples, FL 34119 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | Naples, FL 34119 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Naples, FL 34119 |
Trademark Events
| Event Date | Event Description |
| Sunday, November 19, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, September 7, 2023 | NEW APPLICATION ENTERED |
| Friday, May 3, 2024 | ASSIGNED TO EXAMINER |
| Thursday, May 9, 2024 | NON-FINAL ACTION WRITTEN |
| Thursday, May 9, 2024 | NON-FINAL ACTION E-MAILED |
| Thursday, May 9, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, May 13, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, May 13, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, May 17, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, June 5, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, June 25, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, June 25, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 10, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, September 10, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Monday, May 13, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
