THE TREASURE PLAN: FITNESS, FAMILY, FRIENDS, FINANCES, FREEDOM, AND FAITH. Trademark

Trademark Overview

On Friday, June 26, 2026, a trademark application was filed for THE TREASURE PLAN: FITNESS, FAMILY, FRIENDS, FINANCES, FREEDOM, AND FAITH. with the United States Patent and Trademark Office. The USPTO has given the THE TREASURE PLAN: FITNESS, FAMILY, FRIENDS, FINANCES, FREEDOM, AND FAITH. trademark a serial number of 99907590. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, June 26, 2026. This trademark is owned by Heritage Financial Advisors. The THE TREASURE PLAN: FITNESS, FAMILY, FRIENDS, FINANCES, FREEDOM, AND FAITH. trademark is filed in the Insurance & Financial Services category with the following description:

Financial advice on retirement; Investment management; Life insurance brokerage; Financial planning and investment advisory services; Financial planning for retirement
the treasure plan: fitness, family, friends, finances, freedom, and faith.

General Information

Serial Number99907590
Word MarkTHE TREASURE PLAN: FITNESS, FAMILY, FRIENDS, FINANCES, FREEDOM, AND FAITH.
Filing DateFriday, June 26, 2026
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateFriday, June 26, 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

Pseudo MarkTHE TREASURE PLAN FITNESS FAMILY FRIENDS FINANCES FREEDOM AND FAITH
Goods and ServicesFinancial advice on retirement; Investment management; Life insurance brokerage; Financial planning and investment advisory services; Financial planning for retirement

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, June 26, 2026
Primary Code036
First Use Anywhere DateTuesday, May 12, 2026
First Use In Commerce DateWednesday, May 20, 2026

Trademark Owner History

Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressSevern, MD 21144
US
Party NameHeritage Financial Advisors
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressColumbia, MD 21045
US

Trademark Events

Event DateEvent Description
Friday, June 26, 2026NEW APPLICATION ENTERED
Friday, June 26, 2026APPLICATION FILING RECEIPT MAILED

Related Keywords

finances freedom faith friends family plan fitness treasure financial planning investment retirement services advisory brokerage life advice management