PLAN. INVEST. REPEAT. Trademark

Trademark Overview


On Friday, April 22, 2016, a trademark application was filed for PLAN. INVEST. REPEAT. with the United States Patent and Trademark Office. The USPTO has given the PLAN. INVEST. REPEAT. trademark a serial number of 87010518. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Friday, December 9, 2022. This trademark is owned by Parrott Wealth Management, LLC. The PLAN. INVEST. REPEAT. trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning and investment advisory services for individuals, families, and businesses
plan. invest. repeat.

General Information


Serial Number87010518
Word MarkPLAN. INVEST. REPEAT.
Filing DateFriday, April 22, 2016
Status701 - SECTION 8 - ACCEPTED
Status DateFriday, December 9, 2022
Registration Number5127329
Registration DateTuesday, January 24, 2017
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, November 8, 2016

Trademark Statements


Goods and ServicesFinancial planning and investment advisory services for individuals, families, and businesses
Disclaimer with Predetermined Text"PLAN" AND "INVEST"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, April 28, 2016
Primary Code036
First Use Anywhere DateFriday, January 15, 2016
First Use In Commerce DateSaturday, January 16, 2016

Trademark Owner History


Party NameParrott Wealth Management, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressAustin, TX 78730

Party NameParrott Wealth Management, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressAustin, TX 78730

Party NameParrott Wealth Management, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressAustin, TX 78730

Trademark Events


Event DateEvent Description
Friday, December 9, 2022NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Friday, December 9, 2022REGISTERED - SEC. 8 (6-YR) ACCEPTED
Tuesday, December 6, 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, June 17, 2022TEAS SECTION 8 RECEIVED
Monday, January 24, 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, October 9, 2018TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, January 24, 2017REGISTERED-PRINCIPAL REGISTER
Tuesday, November 8, 2016OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, November 8, 2016PUBLISHED FOR OPPOSITION
Wednesday, October 19, 2016NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, October 4, 2016LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, September 28, 2016APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, September 21, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, September 21, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, September 15, 2016ASSIGNED TO LIE
Tuesday, September 6, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, September 2, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, August 8, 2016NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, August 8, 2016NON-FINAL ACTION E-MAILED
Monday, August 8, 2016NON-FINAL ACTION WRITTEN
Friday, August 5, 2016ASSIGNED TO EXAMINER
Thursday, April 28, 2016NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Tuesday, April 26, 2016NEW APPLICATION ENTERED IN TRAM