PLAN. PRESERVE. PROSPER. Trademark

Trademark Overview

On Monday, January 11, 2021, a trademark application was filed for PLAN. PRESERVE. PROSPER. with the United States Patent and Trademark Office. The USPTO has given the PLAN. PRESERVE. PROSPER. trademark a serial number of 90459256. The federal status of this trademark filing is REGISTERED as of Tuesday, May 9, 2023. This trademark is owned by Kimery Wealth Management, LLC. The PLAN. PRESERVE. PROSPER. trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning services, namely, wealth management, investment portfolio analysis, investment portfolio management, financial planning for retirement, estate preservation and planning; insurance services, namely, insurance agency services for life insurance and annuity policies
plan. preserve. prosper.

General Information

Serial Number90459256
Word MarkPLAN. PRESERVE. PROSPER.
Filing DateMonday, January 11, 2021
Status700 - REGISTERED
Status DateTuesday, May 9, 2023
Registration Number7045658
Registration DateTuesday, May 9, 2023
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, February 21, 2023

Trademark Statements

Goods and ServicesFinancial planning services, namely, wealth management, investment portfolio analysis, investment portfolio management, financial planning for retirement, estate preservation and planning; insurance services, namely, insurance agency services for life insurance and annuity policies

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSunday, April 11, 2021
Primary Code036
First Use Anywhere DateSaturday, August 31, 2013
First Use In Commerce DateSaturday, August 31, 2013

Trademark Owner History

Party NameKimery Wealth Management, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressMemphis, TN 38119
Party NameKimery Wealth Management, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressMemphis, TN 38119
Party NameKimery Wealth Management, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressMemphis, TN 38119

Trademark Events

Event DateEvent Description
Tuesday, May 9, 2023REGISTERED-PRINCIPAL REGISTER
Tuesday, May 9, 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, February 21, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, February 21, 2023PUBLISHED FOR OPPOSITION
Wednesday, February 1, 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Thursday, January 19, 2023APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, January 18, 2023ASSIGNED TO EXAMINER
Wednesday, January 18, 2023JURISDICTION RESTORED TO EXAMINING ATTORNEY
Thursday, January 5, 2023EXPARTE APPEAL REINSTATED
Tuesday, December 27, 2022EXPARTE APPEAL DISMISSED - FAILURE TO FILE BRIEF
Monday, May 9, 2022NOTIFICATION OF ACTION DENYING REQ FOR RECON E-MAILED
Monday, May 9, 2022ACTION DENYING REQ FOR RECON E-MAILED
Monday, May 9, 2022ACTION CONTINUING FINAL - COMPLETED
Monday, April 4, 2022TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, April 4, 2022CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, April 4, 2022ASSIGNED TO LIE
Wednesday, March 30, 2022TEAS REQUEST FOR RECONSIDERATION RECEIVED
Thursday, March 31, 2022EX PARTE APPEAL-INSTITUTED
Thursday, March 31, 2022JURISDICTION RESTORED TO EXAMINING ATTORNEY
Thursday, March 31, 2022EXPARTE APPEAL RECEIVED AT TTAB
Thursday, September 30, 2021NOTIFICATION OF FINAL REFUSAL EMAILED
Thursday, September 30, 2021FINAL REFUSAL E-MAILED
Thursday, September 30, 2021FINAL REFUSAL WRITTEN
Monday, August 16, 2021TEAS/EMAIL CORRESPONDENCE ENTERED
Sunday, August 15, 2021CORRESPONDENCE RECEIVED IN LAW OFFICE
Sunday, August 15, 2021TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, August 13, 2021NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, August 13, 2021NON-FINAL ACTION E-MAILED
Friday, August 13, 2021NON-FINAL ACTION WRITTEN
Wednesday, July 28, 2021NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, July 28, 2021NON-FINAL ACTION E-MAILED
Wednesday, July 28, 2021NON-FINAL ACTION WRITTEN
Tuesday, July 20, 2021ASSIGNED TO EXAMINER
Sunday, April 11, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, January 14, 2021NEW APPLICATION ENTERED

Related Keywords

prosper preserve plan insurance services planning portfolio financial investment management namely agency life