| Serial Number | 90693589 |
| Word Mark | PLAN FIRST WEALTH |
| Filing Date | Thursday, May 6, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, November 8, 2022 |
| Registration Number | 6896676 |
| Registration Date | Tuesday, November 8, 2022 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, February 22, 2022 |
| Goods and Services | Financial advice, consulting, and planning; investment advisory and management services; Financial planning for retirement; pension financial advice and management |
| Disclaimer with Predetermined Text | "WEALTH" |
| 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 8, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, February 15, 2022 |
| First Use In Commerce Date | Tuesday, February 15, 2022 |
| Party Name | PLAN FIRST WEALTH LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | GREENWICH, CT 06830 |
| Party Name | PLAN FIRST WEALTH LLC |
| Party Type | 21 - New Owner After Publication |
| Legal Entity Type | 03 - Corporation |
| Address | GREENWICH, CT 06830 |
| Party Name | Taylor & Taylor Financial Services USA,LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Rye, NY 10580 |
| Party Name | Taylor & Taylor Financial Services USA,LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Rye, NY 10580 |
| Event Date | Event Description |
| Tuesday, November 8, 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, November 8, 2022 | REGISTERED-PRINCIPAL REGISTER |
| Thursday, October 6, 2022 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Wednesday, October 5, 2022 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, September 28, 2022 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, September 14, 2022 | USE AMENDMENT FILED |
| Tuesday, September 27, 2022 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, September 14, 2022 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, August 31, 2022 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Monday, April 25, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, April 25, 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, April 25, 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, April 19, 2022 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, February 22, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, February 22, 2022 | PUBLISHED FOR OPPOSITION |
| Wednesday, February 2, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, January 14, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, January 14, 2022 | EXAMINER'S AMENDMENT ENTERED |
| Friday, January 14, 2022 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, January 14, 2022 | EXAMINERS AMENDMENT E-MAILED |
| Friday, January 14, 2022 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, January 10, 2022 | ASSIGNED TO EXAMINER |
| Sunday, August 8, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Monday, May 10, 2021 | NEW APPLICATION ENTERED IN TRAM |