PLAN WELL - LIVE WELL Trademark
Trademark Overview
On Wednesday, July 23, 2025, a trademark application was filed for PLAN WELL - LIVE WELL with the United States Patent and Trademark Office. The USPTO has given the PLAN WELL - LIVE WELL trademark a serial number of 99298761. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, July 23, 2025. This trademark is owned by SEBUS Financial Group LLC. The PLAN WELL - LIVE WELL trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; Investment advisory services; Mutual fund brokerage; Mutual fund planning services; Stocks and bonds brokerage; Investment of funds for others; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services
General Information
| Serial Number | 99298761 |
| Word Mark | PLAN WELL - LIVE WELL |
| Filing Date | Wednesday, July 23, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Wednesday, July 23, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial planning; Investment advisory services; Mutual fund brokerage; Mutual fund planning services; Stocks and bonds brokerage; Investment of funds for others; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, July 23, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, March 2, 1998 |
| First Use In Commerce Date | Monday, March 2, 1998 |
Trademark Owner History
| Party Name | SEBUS Financial Group LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Farmington, UT 84025 |
Trademark Events
| Event Date | Event Description |
| Wednesday, July 23, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, July 23, 2025 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, July 23, 2025 | NEW APPLICATION ENTERED |
