PLANWELL Trademark

Trademark Overview


On Monday, March 25, 2024, a trademark application was filed for PLANWELL with the United States Patent and Trademark Office. The USPTO has given the PLANWELL trademark a serial number of 98465761. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, March 25, 2024. This trademark is owned by PlanWell Financial Planning, LLC. The PLANWELL trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning, namely, retirement planning, investments, life insurance, federal employee benefits review, federal employee retirement planning, tax strategy, estate planning, work benefits review, long-term care insurance, retirement income planning, small business retirement planning
planwell

General Information


Serial Number98465761
Word MarkPLANWELL
Filing DateMonday, March 25, 2024
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateMonday, March 25, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing0 - NOT AVAILABLE
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Description of MarkThe mark consists of a design to the left of the letters PLANWELL, the design including a first straight line in yellow pointing downward to the right at an angle of 45 degrees connected to a second post in yellow pointing downward to the left at an angle of 45 degrees connected to a third post in yellow pointed directly downward connected to a forth post in blue pointed upward at an angle of 45 degrees connected to a fifth post in blue pointed downward at an angle of 45 degrees connected to a sixth post in blue pointed directly upward connected to a seventh half post in blue pointed upward at an angle of 45 degrees. The letters PLAN are in yellow and the letters WELL are in blue..
Goods and ServicesFinancial planning, namely, retirement planning, investments, life insurance, federal employee benefits review, federal employee retirement planning, tax strategy, estate planning, work benefits review, long-term care insurance, retirement income planning, small business retirement planning
Indication of Colors claimedThe color(s) yellow and blue is/are claimed as a feature of the mark.

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, March 25, 2024
Primary Code036
First Use Anywhere DateMonday, October 3, 2022
First Use In Commerce DateTuesday, November 1, 2022

Trademark Owner History


Party NamePlanWell Financial Planning, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressReston, VA 20191

Trademark Events


Event DateEvent Description
Monday, March 25, 2024NEW APPLICATION ENTERED
Tuesday, March 26, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, March 26, 2024TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, March 26, 2024APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED