| Serial Number | 97868340 |
| Word Mark | PLAN. INVEST. INSURE. |
| Filing Date | Friday, March 31, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, February 27, 2024 |
| Registration Number | 7317938 |
| Registration Date | Tuesday, February 27, 2024 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Advice on finance during retirement; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, risk management, tax planning, retirement, and wealth management; Financial analysis and consultation; Financial consultancy; Financial consultation; Financial consulting; Financial due diligence; Financial information; Financial information provided by electronic means; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, risk management, tax planning, retirement, and wealth management; Financial portfolio management; Financial retirement plan consulting services; Financial risk assessment services; Investment advice; Investment advice in the fields of risk management, tax planning, retirement, and wealth management; Investment advisory services; Investment consultation; Investment consultation in the fields of risk management, tax planning, retirement, and wealth management; Investment management in the fields of risk management, tax planning, retirement, and wealth management; Providing financial assessment services to corporate executives, families, healthcare professionals, retirees, and sudden wealth individuals; Providing financial information; Providing financial information via a website; Providing information in the field of finance; Providing information in the field of personal finance |
| 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 | Tuesday, April 25, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, April 3, 2023 |
| First Use In Commerce Date | Monday, April 3, 2023 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | Fort Lauderdale, FL 33308 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Fort Lauderdale, FL 33306 |
| Event Date | Event Description |
| Tuesday, April 4, 2023 | NEW APPLICATION ENTERED |
| Tuesday, April 25, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, November 17, 2023 | USE AMENDMENT FILED |
| Friday, November 17, 2023 | AMENDMENT TO USE PROCESSING COMPLETE |
| Friday, November 17, 2023 | TEAS AMENDMENT OF USE RECEIVED |
| Tuesday, December 26, 2023 | ASSIGNED TO EXAMINER |
| Thursday, December 28, 2023 | USE AMENDMENT ACCEPTED |
| Thursday, December 28, 2023 | NON-FINAL ACTION WRITTEN |
| Thursday, December 28, 2023 | NON-FINAL ACTION E-MAILED |
| Thursday, December 28, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, December 29, 2023 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED |
| Wednesday, January 17, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, January 17, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, January 17, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, January 19, 2024 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Tuesday, February 27, 2024 | REGISTERED-SUPPLEMENTAL REGISTER |
| Tuesday, February 27, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Saturday, February 22, 2025 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Saturday, February 22, 2025 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Wednesday, September 24, 2025 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Wednesday, September 24, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, September 24, 2025 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Monday, February 24, 2025 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED |
| Saturday, February 22, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, February 24, 2025 | WITHDRAWAL OF ATTORNEY GRANTED |