PLAN INVEST PRESERVE REWARD Trademark
Trademark Overview
On Tuesday, March 21, 2023, a trademark application was filed for PLAN INVEST PRESERVE REWARD with the United States Patent and Trademark Office. The USPTO has given the PLAN INVEST PRESERVE REWARD trademark a serial number of 97850318. The federal status of this trademark filing is REGISTERED as of Tuesday, August 15, 2023. This trademark is owned by Abundant Wealth Management, Inc.. The PLAN INVEST PRESERVE REWARD trademark is filed in the Insurance & Financial Services category with the following description:
Estate planning; Fiduciary services, namely, fiduciary representative services; Financial asset management; Financial planning; Financial planning and investment advisory services; Financial retirement plan consulting services; Financial planning for retirement; Insurance and financial information and consultancy services; Investment management; Financial services, namely, wealth management services
General Information
| Serial Number | 97850318 |
| Word Mark | PLAN INVEST PRESERVE REWARD |
| Filing Date | Tuesday, March 21, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, August 15, 2023 |
| Registration Number | 7139282 |
| Registration Date | Tuesday, August 15, 2023 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, May 30, 2023 |
Trademark Statements
| Goods and Services | Estate planning; Fiduciary services, namely, fiduciary representative services; Financial asset management; Financial planning; Financial planning and investment advisory services; Financial retirement plan consulting services; Financial planning for retirement; Insurance and financial information and consultancy services; Investment management; Financial services, namely, wealth management services |
| Disclaimer with Predetermined Text | "PLAN INVEST" |
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 | Wednesday, April 12, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, March 15, 2021 |
| First Use In Commerce Date | Monday, March 15, 2021 |
Trademark Owner History
| Party Name | Abundant Wealth Management, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Dallas, TX 75206 |
| Party Name | Abundant Wealth Management, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Dallas, TX 75206 |
| Party Name | Abundant Wealth Management, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Dallas, TX 75206 |
Trademark Events
| Event Date | Event Description |
| Tuesday, August 15, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, August 15, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 30, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 30, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, May 10, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 25, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, April 25, 2023 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, April 25, 2023 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, April 25, 2023 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, April 25, 2023 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, April 14, 2023 | ASSIGNED TO EXAMINER |
| Wednesday, April 12, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, March 24, 2023 | NEW APPLICATION ENTERED |
