PLAN FOR MORE Trademark
Trademark Overview
On Sunday, January 11, 2026, a trademark application was filed for PLAN FOR MORE with the United States Patent and Trademark Office. The USPTO has given the PLAN FOR MORE trademark a serial number of 99588437. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Monday, June 8, 2026. This trademark is owned by Janney Montgomery Scott LLC. The PLAN FOR MORE trademark is filed in the Insurance & Financial Services category with the following description:
Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning and investment advisory services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing financial information in the field of finance, financial investments, financial valuations, portfolio management, asset management, and the financial aspects of planning for personal goals such as retirement, college savings, transfer of wealth, and other investor/consumer personal goals; Trust services, namely, investment and trust company services; Stock brokerage services; Financial and investment s...
General Information
| Serial Number | 99588437 |
| Word Mark | PLAN FOR MORE |
| Filing Date | Sunday, January 11, 2026 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Monday, June 8, 2026 |
| 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 | Tuesday, June 30, 2026 |
Trademark Statements
| Goods and Services | Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning and investment advisory services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing financial information in the field of finance, financial investments, financial valuations, portfolio management, asset management, and the financial aspects of planning for personal goals such as retirement, college savings, transfer of wealth, and other investor/consumer personal goals; Trust services, namely, investment and trust company services; Stock brokerage services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development |
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 | Sunday, January 11, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, July 29, 2025 |
| First Use In Commerce Date | Tuesday, July 29, 2025 |
Trademark Owner History
| Party Name | Janney Montgomery Scott LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Philadelphia, PA 19103
US |
Trademark Events
| Event Date | Event Description |
| Sunday, January 11, 2026 | NEW APPLICATION ENTERED |
| Sunday, January 11, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Sunday, January 11, 2026 | APPLICATION FILING RECEIPT MAILED |
| Monday, May 4, 2026 | ASSIGNED TO EXAMINER |
| Wednesday, May 13, 2026 | NON-FINAL ACTION WRITTEN |
| Wednesday, May 13, 2026 | NON-FINAL ACTION E-MAILED |
| Wednesday, May 13, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Sunday, May 31, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Sunday, May 31, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Sunday, May 31, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, June 1, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
