SAFE WEALTH PLAN Trademark
Trademark Overview
On Thursday, November 30, 2023, a trademark application was filed for SAFE WEALTH PLAN with the United States Patent and Trademark Office. The USPTO has given the SAFE WEALTH PLAN trademark a serial number of 98293241. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Thursday, July 11, 2024. The SAFE WEALTH PLAN trademark is filed in the Insurance & Financial Services category with the following description:
Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial consultancy services; Financial information and advisory services; Insurance consulting in the field of life insurance; Life insurance brokerage; Life insurance underwriting; Providing financial information; Providing financial information via a website; Advice on finance during retirement; Financial retirement plan consulting services; Financial administration of retirement plans; Financial planning for retirement; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Individual retirement account services; Investment consultation in the fields of retirement; Providing information in the field of finance; Providing information in the field of personal finance; Underwriting, issuance and administration of annuities
General Information
| Serial Number | 98293241 |
| Word Mark | SAFE WEALTH PLAN |
| Filing Date | Thursday, November 30, 2023 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Thursday, July 11, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial consultancy services; Financial information and advisory services; Insurance consulting in the field of life insurance; Life insurance brokerage; Life insurance underwriting; Providing financial information; Providing financial information via a website; Advice on finance during retirement; Financial retirement plan consulting services; Financial administration of retirement plans; Financial planning for retirement; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Individual retirement account services; Investment consultation in the fields of retirement; Providing information in the field of finance; Providing information in the field of personal finance; Underwriting, issuance and administration of annuities |
Classification Information
| 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 | Thursday, November 30, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, October 1, 2020 |
| First Use In Commerce Date | Thursday, October 1, 2020 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Monroeville, PA 15146 |
Trademark Events
| Event Date | Event Description |
| Thursday, November 30, 2023 | NEW APPLICATION ENTERED |
| Saturday, February 24, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, July 11, 2024 | NON-FINAL ACTION E-MAILED |
| Thursday, July 11, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, July 11, 2024 | NON-FINAL ACTION WRITTEN |
| Thursday, June 27, 2024 | ASSIGNED TO EXAMINER |
