#PLANFORMORE Trademark

Trademark Overview


On Sunday, January 11, 2026, a trademark application was filed for #PLANFORMORE with the United States Patent and Trademark Office. The USPTO has given the #PLANFORMORE trademark a serial number of 99588449. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Sunday, January 11, 2026. This trademark is owned by Janney Montgomery Scott LLC. The #PLANFORMORE trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning and investment advisory services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Trust services, namely, investment and trust company services; Stock brokerage services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Providing financial information in the field of finance, financial investments, financial valuations, portfolio management, asset management, and the financial aspects of planning for personal goals such as re...
#planformore

General Information


Serial Number99588449
Word Mark#PLANFORMORE
Filing DateSunday, January 11, 2026
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateSunday, January 11, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFinancial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning and investment advisory services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Trust services, namely, investment and trust company services; Stock brokerage services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Providing financial information in the field of finance, financial investments, financial valuations, portfolio management, asset management, and the financial aspects of planning for personal goals such as retirement, college savings, transfer of wealth, and other investor/consumer personal goals

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSunday, January 11, 2026
Primary Code036
First Use Anywhere DateTuesday, July 29, 2025
First Use In Commerce DateTuesday, July 29, 2025

Trademark Owner History


Party NameJanney Montgomery Scott LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressPhiladelphia, PA 19103

Trademark Events


Event DateEvent Description
Sunday, January 11, 2026NEW APPLICATION ENTERED
Sunday, January 11, 2026APPLICATION FILING RECEIPT MAILED