PLAN SMARTER. DREAM BIGGER. Trademark

Trademark Overview


On Friday, June 6, 2025, a trademark application was filed for PLAN SMARTER. DREAM BIGGER. with the United States Patent and Trademark Office. The USPTO has given the PLAN SMARTER. DREAM BIGGER. trademark a serial number of 99222707. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Monday, February 9, 2026. This trademark is owned by Trajan Wealth, LLC. The PLAN SMARTER. DREAM BIGGER. trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Tax consultation

Financial planning; Investment consultancy; Estate planning
plan smarter. dream bigger.

General Information


Serial Number99222707
Word MarkPLAN SMARTER. DREAM BIGGER.
Filing DateFriday, June 6, 2025
Status681 - PUBLICATION/ISSUE REVIEW COMPLETE
Status DateMonday, February 9, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 3, 2026

Trademark Statements


Pseudo MarkPLAN SMARTER DREAM BIGGER
Goods and ServicesTax consultation
Goods and ServicesFinancial planning; Investment consultancy; Estate planning

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, February 3, 2026
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, June 6, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameTrajan Wealth, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressScottsdale, AZ 85255
US

Trademark Events


Event DateEvent Description
Friday, June 6, 2025NEW APPLICATION ENTERED
Friday, June 6, 2025APPLICATION FILING RECEIPT MAILED
Tuesday, October 14, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, October 28, 2025ASSIGNED TO EXAMINER
Tuesday, October 28, 2025NON-FINAL ACTION WRITTEN
Tuesday, October 28, 2025NON-FINAL ACTION E-MAILED
Tuesday, October 28, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, January 28, 2026TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, February 3, 2026ASSIGNED TO LIE
Tuesday, February 3, 2026CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, February 3, 2026TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, February 3, 2026APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, February 25, 2026NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED