PLANNING ALTERNATIVES WEALTH ADVISORS FOR LIFE Trademark

Trademark Overview


On Friday, February 25, 2022, a trademark application was filed for PLANNING ALTERNATIVES WEALTH ADVISORS FOR LIFE with the United States Patent and Trademark Office. The USPTO has given the PLANNING ALTERNATIVES WEALTH ADVISORS FOR LIFE trademark a serial number of 97285527. The federal status of this trademark filing is REGISTERED as of Tuesday, January 9, 2024. This trademark is owned by Planning Alternatives, Ltd.. The PLANNING ALTERNATIVES WEALTH ADVISORS FOR LIFE trademark is filed in the Insurance & Financial Services category with the following description:

Financial administration of retirement plans; Financial planning and investment advisory services; Financial portfolio management; Financial retirement plan consulting services
planning alternatives wealth advisors for life

General Information


Serial Number97285527
Word MarkPLANNING ALTERNATIVES WEALTH ADVISORS FOR LIFE
Filing DateFriday, February 25, 2022
Status700 - REGISTERED
Status DateTuesday, January 9, 2024
Registration Number7265794
Registration DateTuesday, January 9, 2024
Mark Drawing3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, October 24, 2023

Trademark Statements


Description of MarkThe mark consists of the words "Planning Alternatives" in stylized font centered above the words "Wealth Advisors for Life" in stylized font to the left of three parallel lines angled downward intersecting with three parallel lines angled upward forming an arrow.
Goods and ServicesFinancial administration of retirement plans; Financial planning and investment advisory services; Financial portfolio management; Financial retirement plan consulting services
Section 2(f) Limitation Statementas to "Planning Alternatives"
Indication of Colors claimedColor is not claimed as a feature of the mark.
Disclaimer with Predetermined Text"PLANNING ALTERNATIVES"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, March 3, 2022
Primary Code036
First Use Anywhere DateThursday, January 14, 2021
First Use In Commerce DateThursday, January 14, 2021

Trademark Owner History


Party NamePlanning Alternatives, Ltd.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressBloomfield Hills, MI 48304

Party NamePlanning Alternatives, Ltd.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressBloomfield Hills, MI 48304

Party NamePlanning Alternatives, Ltd.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressBloomfield Hills, MI 48304

Trademark Events


Event DateEvent Description
Tuesday, January 9, 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, January 9, 2024REGISTERED-PRINCIPAL REGISTER
Tuesday, October 24, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 24, 2023PUBLISHED FOR OPPOSITION
Wednesday, October 4, 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Thursday, September 14, 2023APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, August 24, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, August 24, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, August 24, 2023ASSIGNED TO LIE
Wednesday, April 12, 2023NOTICE OF REVIVAL - E-MAILED
Wednesday, April 12, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, April 12, 2023PETITION TO REVIVE-GRANTED
Wednesday, April 12, 2023TEAS PETITION TO REVIVE RECEIVED
Monday, December 12, 2022NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, December 12, 2022NON-FINAL ACTION E-MAILED
Monday, December 12, 2022NON-FINAL ACTION WRITTEN
Thursday, December 8, 2022ASSIGNED TO EXAMINER
Friday, March 4, 2022NOTICE OF DESIGN SEARCH CODE E-MAILED
Thursday, March 3, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, March 1, 2022NEW APPLICATION ENTERED