THE PERSON IS THE PLAN Trademark

Trademark Overview


On Tuesday, May 8, 2007, a trademark application was filed for THE PERSON IS THE PLAN with the United States Patent and Trademark Office. The USPTO has given the THE PERSON IS THE PLAN trademark a serial number of 77175628. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, July 14, 2017. This trademark is owned by Highland Financial Advisors, LLC. The THE PERSON IS THE PLAN trademark is filed in the Insurance & Financial Services category with the following description:

Financial consultation; financial consultation in the field of fee-only wealth management, financial life planning and asset management; financial evaluation for insurance purposes; financial investment in the field of fee-only wealth management, financial life planning and asset management; financial management; financial planning; financial planning consultation; financial planning for retirement; financial planning, namely, the creation of personalized strategies to achieve financial independence; financial risk management; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; financial services, namely, a total portfolio offering for high-net-worth clients consisting of both separate accounts and mutual funds for equity and fixed-income investments; providing online information in the field charitable monetary giving through financial and estate planning
the person is the plan

General Information


Serial Number77175628
Word MarkTHE PERSON IS THE PLAN
Filing DateTuesday, May 8, 2007
Status800 - REGISTERED AND RENEWED
Status DateFriday, July 14, 2017
Registration Number3368718
Registration DateTuesday, January 15, 2008
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 30, 2007

Trademark Statements


Goods and ServicesFinancial consultation; financial consultation in the field of fee-only wealth management, financial life planning and asset management; financial evaluation for insurance purposes; financial investment in the field of fee-only wealth management, financial life planning and asset management; financial management; financial planning; financial planning consultation; financial planning for retirement; financial planning, namely, the creation of personalized strategies to achieve financial independence; financial risk management; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; financial services, namely, a total portfolio offering for high-net-worth clients consisting of both separate accounts and mutual funds for equity and fixed-income investments; providing online information in the field charitable monetary giving through financial and estate planning

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, May 11, 2007
Primary Code036
First Use Anywhere DateThursday, February 15, 2007
First Use In Commerce DateThursday, February 15, 2007

Trademark Owner History


Party NameHighland Financial Advisors, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressRiverdale, NJ 07457

Party NameHighland Financial Advisors, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressRiverdale, NJ 07457

Party NameHighland Financial Advisors, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressRiverdale, NJ 07457

Trademark Events


Event DateEvent Description
Friday, July 14, 2017NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Friday, July 14, 2017REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Friday, July 14, 2017REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Friday, July 14, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, June 8, 2017TEAS SECTION 8 & 9 RECEIVED
Sunday, January 15, 2017COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Monday, March 18, 2013NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Monday, March 18, 2013REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Saturday, March 16, 2013CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, March 1, 2013TEAS SECTION 8 & 15 RECEIVED
Wednesday, June 22, 2011TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, January 15, 2008REGISTERED-PRINCIPAL REGISTER
Tuesday, October 30, 2007PUBLISHED FOR OPPOSITION
Wednesday, October 10, 2007NOTICE OF PUBLICATION
Tuesday, September 25, 2007LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, September 25, 2007ASSIGNED TO LIE
Tuesday, August 21, 2007APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, August 21, 2007ASSIGNED TO EXAMINER
Friday, May 11, 2007NEW APPLICATION ENTERED IN TRAM