| Serial Number | 90095995 |
| Word Mark | WEALTHPLAN PARTNER LIFE'S BETTER WITH A PLAN |
| Filing Date | Wednesday, August 5, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, March 30, 2021 |
| Registration Number | 6305239 |
| Registration Date | Tuesday, March 30, 2021 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, January 12, 2021 |
| Disclaimer with Predetermined Text | "WEALTH PLAN" AND "PARTNER" |
| Description of Mark | The mark consists of a stylized line drawing of a leaf with an elongated dollar-sign symbol bisecting the leaf vertically, next to the words "WEALTHPLAN PARTNER" in bold font and the words "LIFE'S BETTER WITH A PLAN" in a smaller font underneath the word PARTNER. |
| Goods and Services | Financial advisory and consultancy services; Financial information and advisory services; Financial planning and investment advisory services |
| Pseudo Mark | WEALTH PLAN PARTNER LIFE IS BETTER WITH A PLAN |
| 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 | Friday, September 4, 2020 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, January 1, 2020 |
| First Use In Commerce Date | Wednesday, January 1, 2020 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | La Jolla, CA 92037 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | La Jolla, CA 92037 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | La Jolla, CA 92037 |
| Event Date | Event Description |
| Tuesday, March 30, 2021 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, January 12, 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 12, 2021 | PUBLISHED FOR OPPOSITION |
| Wednesday, December 23, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, December 8, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, December 8, 2020 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, December 8, 2020 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, December 8, 2020 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, December 8, 2020 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, November 27, 2020 | ASSIGNED TO EXAMINER |
| Saturday, September 5, 2020 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, September 4, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Saturday, August 8, 2020 | NEW APPLICATION ENTERED IN TRAM |