| Serial Number | 97778312 |
| Word Mark | PLAN WISE. RETIRE FREE. |
| Filing Date | Thursday, February 2, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 9, 2024 |
| Registration Number | 7444648 |
| Registration Date | Tuesday, July 9, 2024 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, November 7, 2023 |
| Goods and Services | Strategic financial advisory services; Financial consulting; Financial planning; Financial information and advisory services |
| 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 | Tuesday, February 21, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, April 9, 2024 |
| First Use In Commerce Date | Tuesday, April 9, 2024 |
| Party Name | WILSON GROUP FINANCIAL MANAGEMENT, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Orlando, FL 32801 |
| Party Name | WILSON GROUP FINANCIAL MANAGEMENT, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Orlando, FL 32801 |
| Party Name | WILSON GROUP FINANCIAL MANAGEMENT, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Orlando, FL 32801 |
| Event Date | Event Description |
| Tuesday, February 7, 2023 | NEW APPLICATION ENTERED |
| Tuesday, February 21, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, July 10, 2023 | ASSIGNED TO EXAMINER |
| Monday, July 10, 2023 | NON-FINAL ACTION WRITTEN |
| Monday, July 10, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, July 10, 2023 | NON-FINAL ACTION E-MAILED |
| Friday, September 15, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, September 15, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Saturday, September 16, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, October 2, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, October 18, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, November 7, 2023 | PUBLISHED FOR OPPOSITION |
| Tuesday, November 7, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 2, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Thursday, April 25, 2024 | USE AMENDMENT FILED |
| Thursday, May 23, 2024 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Thursday, April 25, 2024 | TEAS STATEMENT OF USE RECEIVED |
| Friday, May 24, 2024 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, June 3, 2024 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Monday, June 3, 2024 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, July 9, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 9, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |