PLAN. INVEST. SUCCEED. Trademark

Trademark Overview

On Tuesday, July 3, 2018, a trademark application was filed for PLAN. INVEST. SUCCEED. with the United States Patent and Trademark Office. The USPTO has given the PLAN. INVEST. SUCCEED. trademark a serial number of 88024153. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Thursday, March 20, 2025. This trademark is owned by BLB&B HOLDINGS, LLC. The PLAN. INVEST. SUCCEED. trademark is filed in the Insurance & Financial Services category with the following description:

Wealth management services; financial consulting, planning, guidance and risk management services; investment consulting, management, guidance and strategic services. None of the preceding services includes broker/dealer services on securities exchanges and over-the-counter markets
plan. invest. succeed.

General Information

Serial Number88024153
Word MarkPLAN. INVEST. SUCCEED.
Filing DateTuesday, July 3, 2018
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateThursday, March 20, 2025
Registration Number5906321
Registration DateTuesday, November 12, 2019
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 11, 2018

Trademark Statements

Goods and ServicesWealth management services; financial consulting, planning, guidance and risk management services; investment consulting, management, guidance and strategic services. None of the preceding services includes broker/dealer services on securities exchanges and over-the-counter markets
NOT AVAILABLE"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 DateMonday, July 9, 2018
Primary Code036
First Use Anywhere DateThursday, June 28, 2018
First Use In Commerce DateThursday, June 28, 2018

Trademark Owner History

Party NameBLB&B HOLDINGS, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressMontgomeryville, PA 18936
Party NameBLB&B HOLDINGS, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressAmbler, PA 19002
Party NameBLB&B HOLDINGS, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressAmbler, PA 19002

Trademark Events

Event DateEvent Description
Friday, July 6, 2018NEW APPLICATION ENTERED
Monday, July 9, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, August 14, 2018ASSIGNED TO EXAMINER
Monday, August 20, 2018NON-FINAL ACTION WRITTEN
Monday, August 20, 2018NON-FINAL ACTION E-MAILED
Monday, August 20, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, October 15, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, October 15, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, October 15, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, October 16, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Saturday, October 27, 2018ASSIGNED TO LIE
Wednesday, November 21, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, December 11, 2018PUBLISHED FOR OPPOSITION
Tuesday, December 11, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Friday, January 4, 2019OPPOSITION PAPERS RECEIVED AT TTAB
Friday, January 4, 2019OPPOSITION INSTITUTED NO. 999999
Thursday, October 3, 2019OPPOSITION TERMINATED NO. 999999
Thursday, October 3, 2019OPPOSITION DISMISSED NO. 999999
Thursday, October 3, 2019TTAB RELEASE CASE TO TRADEMARKS
Tuesday, November 12, 2019REGISTERED-PRINCIPAL REGISTER
Wednesday, February 5, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, February 5, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, May 6, 2021TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, May 6, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, May 6, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, May 6, 2021TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Thursday, May 6, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, May 6, 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, May 27, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, May 27, 2022TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Friday, May 27, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, May 27, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, November 12, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, November 26, 2024TEAS SECTION 8 & 15 RECEIVED
Thursday, March 20, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, March 20, 2025REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, March 20, 2025NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Related Keywords

succeed invest plan services management consulting guidance securities broker exchanges dealer counter markets