THE PLAN FOR MORE PROCESS Trademark

Trademark Overview


On Monday, January 12, 2026, a trademark application was filed for THE PLAN FOR MORE PROCESS with the United States Patent and Trademark Office. The USPTO has given the THE PLAN FOR MORE PROCESS trademark a serial number of 99589206. The federal status of this trademark filing is APPROVED FOR PUBLICATION as of Friday, May 15, 2026. This trademark is owned by Janney Montgomery Scott LLC. The THE PLAN FOR MORE PROCESS trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning and investment advisory services; Trust services, namely, investment and trust company services; Stock brokerage services; Providing financial information in the field of finance, financial investments, financial valuations, portfolio management, asset management, and the financial aspects of planning for personal goals such as retirement, college savings, transfer of wealth, and other investor/consumer personal goals; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial and investment s...
the plan for more process

General Information


Serial Number99589206
Word MarkTHE PLAN FOR MORE PROCESS
Filing DateMonday, January 12, 2026
Status680 - APPROVED FOR PUBLICATION
Status DateFriday, May 15, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFinancial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning and investment advisory services; Trust services, namely, investment and trust company services; Stock brokerage services; Providing financial information in the field of finance, financial investments, financial valuations, portfolio management, asset management, and the financial aspects of planning for personal goals such as retirement, college savings, transfer of wealth, and other investor/consumer personal goals; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, January 12, 2026
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameJanney Montgomery Scott LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressPhiladelphia, PA 19103
US

Trademark Events


Event DateEvent Description
Monday, January 12, 2026NEW APPLICATION ENTERED
Monday, January 12, 2026NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, January 12, 2026APPLICATION FILING RECEIPT MAILED
Monday, May 4, 2026ASSIGNED TO EXAMINER
Wednesday, May 13, 2026NON-FINAL ACTION WRITTEN
Wednesday, May 13, 2026NON-FINAL ACTION E-MAILED
Wednesday, May 13, 2026NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, May 14, 2026TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, May 14, 2026CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, May 14, 2026TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, May 15, 2026APPROVED FOR PUB - PRINCIPAL REGISTER