| Serial Number | 97336303 |
| Word Mark | PLAN FIRST, INVEST SECOND |
| Filing Date | Tuesday, March 29, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, August 29, 2023 |
| Registration Number | 7148400 |
| Registration Date | Tuesday, August 29, 2023 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, June 13, 2023 |
| Goods and Services | Business consulting services, namely, providing business consulting services to insurance agents, financial planners and financial advisors; Marketing services, namely, providing business marketing services to insurance agents, financial planners, financial advisors and investment advisory businesses |
| Goods and Services | financial planning strategy services; financial analysis and consultation in the field of retirement planning and estate planning; brokerage services in the field of securities and various packaged financial products, namely, mutual funds, UITs, REITs, general equities and variable insurance products |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, April 4, 2022 |
| Primary Code | 035 |
| First Use Anywhere Date | Friday, November 30, 2012 |
| First Use In Commerce Date | Friday, November 30, 2012 |
| 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 | Monday, April 4, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, November 30, 2012 |
| First Use In Commerce Date | Friday, November 30, 2012 |
| Party Name | USA Financial Corporation |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Ada, MI 49301 |
| Party Name | USA Financial Corporation |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Ada, MI 49301 |
| Party Name | USA Financial Corporation |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Ada, MI 49301 |
| Event Date | Event Description |
| Friday, April 1, 2022 | NEW APPLICATION ENTERED |
| Monday, April 4, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, January 12, 2023 | ASSIGNED TO EXAMINER |
| Thursday, January 12, 2023 | NON-FINAL ACTION WRITTEN |
| Thursday, January 12, 2023 | NON-FINAL ACTION E-MAILED |
| Thursday, January 12, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Sunday, April 9, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Sunday, April 9, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, April 10, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, May 8, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, May 24, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, June 13, 2023 | PUBLISHED FOR OPPOSITION |
| Tuesday, June 13, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 29, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, August 29, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Wednesday, October 15, 2025 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, October 15, 2025 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, October 15, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, December 16, 2025 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, December 16, 2025 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, December 16, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |