PLAN TO MAKE IT HAPPEN Trademark

Trademark Overview

On Friday, October 15, 2021, a trademark application was filed for PLAN TO MAKE IT HAPPEN with the United States Patent and Trademark Office. The USPTO has given the PLAN TO MAKE IT HAPPEN trademark a serial number of 97076162. The federal status of this trademark filing is FOURTH EXTENSION - GRANTED as of Wednesday, July 30, 2025. This trademark is owned by Marcum Wealth, LLC. The PLAN TO MAKE IT HAPPEN trademark is filed in the Insurance & Financial Services category with the following description:

Managing capital investment funds; investment consultation; consultations in the field of employee pension plans; monitoring financial markets for investment purposes; financial portfolio management; financial planning; financial planning consultation
plan to make it happen

General Information

Serial Number97076162
Word MarkPLAN TO MAKE IT HAPPEN
Filing DateFriday, October 15, 2021
Status733 - FOURTH EXTENSION - GRANTED
Status DateWednesday, July 30, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, February 7, 2023

Trademark Statements

Goods and ServicesManaging capital investment funds; investment consultation; consultations in the field of employee pension plans; monitoring financial markets for investment purposes; financial portfolio management; financial planning; financial planning consultation

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, November 4, 2021
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameWEALTH ENHANCEMENT GROUP, LLC
Party Type21 - New Owner After Publication
Legal Entity Type16 - Limited Liability Company
AddressPLYMOUTH, MN 55441
Party NameMarcum Wealth, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressCleveland, OH 44143
Party NameMarcum Wealth, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressCleveland, OH 44143

Trademark Events

Event DateEvent Description
Thursday, July 28, 2022NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, November 4, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, July 21, 2022ASSIGNED TO EXAMINER
Thursday, July 28, 2022NON-FINAL ACTION WRITTEN
Thursday, July 28, 2022NON-FINAL ACTION E-MAILED
Wednesday, January 4, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, January 4, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, January 5, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, January 5, 2023APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, January 18, 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, February 7, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, February 7, 2023PUBLISHED FOR OPPOSITION
Thursday, January 25, 2024SOU TEAS EXTENSION RECEIVED
Thursday, February 23, 2023EXTENSION OF TIME TO OPPOSE RECEIVED
Sunday, June 18, 2023EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
Tuesday, August 1, 2023NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Monday, July 15, 2024SOU TEAS EXTENSION RECEIVED
Monday, July 15, 2024NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Monday, July 15, 2024SOU EXTENSION 2 FILED
Thursday, January 25, 2024SOU EXTENSION 1 FILED
Thursday, January 25, 2024SOU EXTENSION 1 GRANTED
Saturday, January 27, 2024NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Monday, July 15, 2024SOU EXTENSION 2 GRANTED
Tuesday, January 21, 2025SOU TEAS EXTENSION RECEIVED
Tuesday, January 21, 2025SOU EXTENSION 3 FILED
Wednesday, January 22, 2025SOU EXTENSION 3 GRANTED
Wednesday, July 30, 2025SOU TEAS EXTENSION RECEIVED
Thursday, July 31, 2025NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, September 10, 2025AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, July 30, 2025SOU EXTENSION 4 GRANTED
Tuesday, March 4, 2025NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, July 30, 2025SOU EXTENSION 4 FILED

Related Keywords

happen make plan financial investment consultation planning markets purposes portfolio monitoring management pension