PLAN WISE. RETIRE FREE. Trademark

Trademark Overview


On Thursday, February 2, 2023, a trademark application was filed for PLAN WISE. RETIRE FREE. with the United States Patent and Trademark Office. The USPTO has given the PLAN WISE. RETIRE FREE. trademark a serial number of 97778316. The federal status of this trademark filing is REGISTERED as of Tuesday, June 25, 2024. This trademark is owned by WILSON GROUP FINANCIAL MANAGEMENT, LLC. The PLAN WISE. RETIRE FREE. trademark is filed in the Education & Entertainment Services category with the following description:

Education services, namely, providing non-downloadable podcasts in the field of finance and retirement
plan wise. retire free.

General Information


Serial Number97778316
Word MarkPLAN WISE. RETIRE FREE.
Filing DateThursday, February 2, 2023
Status700 - REGISTERED
Status DateTuesday, June 25, 2024
Registration Number7425135
Registration DateTuesday, June 25, 2024
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 9, 2024

Trademark Statements


Goods and ServicesEducation services, namely, providing non-downloadable podcasts in the field of finance and retirement

Classification Information


International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateTuesday, February 21, 2023
Primary Code041
First Use Anywhere DateFriday, October 12, 2018
First Use In Commerce DateFriday, October 12, 2018

Trademark Owner History


Party NameWILSON GROUP FINANCIAL MANAGEMENT, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressOrlando, FL 32801

Party NameWILSON GROUP FINANCIAL MANAGEMENT, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressOrlando, FL 32801

Party NameWILSON GROUP FINANCIAL MANAGEMENT, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressOrlando, FL 32801

Trademark Events


Event DateEvent Description
Tuesday, February 7, 2023NEW APPLICATION ENTERED
Tuesday, February 21, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, July 10, 2023ASSIGNED TO EXAMINER
Monday, July 10, 2023NON-FINAL ACTION WRITTEN
Monday, July 10, 2023NON-FINAL ACTION E-MAILED
Monday, July 10, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, September 15, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, September 15, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Saturday, September 16, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, September 18, 2023FINAL REFUSAL WRITTEN
Monday, September 18, 2023FINAL REFUSAL E-MAILED
Monday, September 18, 2023NOTIFICATION OF FINAL REFUSAL EMAILED
Tuesday, October 10, 2023TEAS REQUEST FOR RECONSIDERATION RECEIVED
Friday, March 1, 2024ASSIGNED TO LIE
Friday, March 1, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, March 1, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, March 4, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, March 20, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, April 9, 2024PUBLISHED FOR OPPOSITION
Tuesday, April 9, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 25, 2024REGISTERED-PRINCIPAL REGISTER
Tuesday, June 25, 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED