PLAN FINANCIAL Trademark

Trademark Overview


On Monday, February 6, 2012, a trademark application was filed for PLAN FINANCIAL with the United States Patent and Trademark Office. The USPTO has given the PLAN FINANCIAL trademark a serial number of 85535240. The federal status of this trademark filing is REGISTERED AND RENEWED as of Thursday, September 28, 2023. This trademark is owned by Plan Life & Wealth Management, Inc.. The PLAN FINANCIAL trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning, namely, rendering a comprehensive financial plan for individuals
plan financial

General Information


Serial Number85535240
Word MarkPLAN FINANCIAL
Filing DateMonday, February 6, 2012
Status800 - REGISTERED AND RENEWED
Status DateThursday, September 28, 2023
Registration Number4311681
Registration DateTuesday, April 2, 2013
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, January 15, 2013

Trademark Statements


Amendment to a Registration/Renewal CertificateThe drawing is amended to appear as follows: PLAN FINANCIAL
Goods and ServicesFinancial planning, namely, rendering a comprehensive financial plan for individuals
Disclaimer with Predetermined Text"FINANCIAL"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, February 10, 2012
Primary Code036
First Use Anywhere DateWednesday, July 13, 1988
First Use In Commerce DateWednesday, July 13, 1988

Trademark Owner History


Party NamePlan Life & Wealth Management, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressFresno, CA 937201530

Party NamePlan Life & Wealth Management, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressFresno, CA 937201530

Party NamePlan Life & Wealth Management, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressFresno, CA 93710

Trademark Events


Event DateEvent Description
Thursday, September 28, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Thursday, September 28, 2023REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Thursday, September 28, 2023REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, September 28, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, March 24, 2023TEAS SECTION 8 & 9 RECEIVED
Saturday, April 2, 2022COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Monday, March 4, 2019NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Monday, March 4, 2019REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Monday, March 4, 2019AMENDMENT UNDER SECTION 7 ¿ PROCESSED
Thursday, February 28, 2019ASSIGNED TO PARALEGAL
Friday, February 22, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, January 17, 2019TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, January 17, 2019TEAS SECTION 8 & 15 RECEIVED
Thursday, January 17, 2019TEAS SECTION 7 REQUEST RECEIVED
Monday, April 2, 2018COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, April 2, 2013REGISTERED-PRINCIPAL REGISTER
Thursday, February 21, 2013APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, February 21, 2013TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, January 15, 2013OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, January 15, 2013PUBLISHED FOR OPPOSITION
Wednesday, December 26, 2012NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, December 10, 2012LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, December 10, 2012ASSIGNED TO LIE
Saturday, November 24, 2012APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, November 21, 2012TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, November 20, 2012CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, November 20, 2012TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, November 20, 2012TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, May 23, 2012NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, May 23, 2012NON-FINAL ACTION E-MAILED
Wednesday, May 23, 2012NON-FINAL ACTION WRITTEN
Tuesday, May 15, 2012ASSIGNED TO EXAMINER
Friday, February 10, 2012NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, February 9, 2012NEW APPLICATION ENTERED