| Serial Number | 98465761 |
| Word Mark | PW PLANWELL |
| Filing Date | Monday, March 25, 2024 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, January 7, 2025 |
| Registration Number | 7642682 |
| Registration Date | Tuesday, January 7, 2025 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, November 19, 2024 |
| Description of Mark | The mark consists of the stylized letters "PW" to the left of the wording "PLANWELL", the "PW" is composed of 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 fourth 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. |
| Pseudo Mark | PW PLAN WELL |
| Goods and Services | Financial planning, namely, providing financial advice and consulting with respect to 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 claimed | The color(s) yellow and blue is/are claimed as a feature of the mark. |
| 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 | Monday, March 25, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, October 3, 2022 |
| First Use In Commerce Date | Tuesday, November 1, 2022 |
| Party Name | PlanWell Financial Planning, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Reston, VA 20191 |
| Party Name | PlanWell Financial Planning, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Reston, VA 20191 |
| Party Name | PlanWell Financial Planning, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Reston, VA 20191 |
| Event Date | Event Description |
| Monday, March 25, 2024 | NEW APPLICATION ENTERED |
| Tuesday, March 26, 2024 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Friday, August 23, 2024 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, March 26, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, March 26, 2024 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Friday, August 23, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, October 2, 2024 | ASSIGNED TO EXAMINER |
| Monday, October 7, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, October 7, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, October 7, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, October 7, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Monday, October 7, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, November 13, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, November 19, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, November 19, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 7, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, January 7, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |