WORTH ONE PLAN Trademark

Trademark Overview


On Friday, June 27, 2025, a trademark application was filed for WORTH ONE PLAN with the United States Patent and Trademark Office. The USPTO has given the WORTH ONE PLAN trademark a serial number of 99257401. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, December 23, 2025. This trademark is owned by WORTH FINANCIAL ADVISORY GROUP LLC. The WORTH ONE PLAN trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Providing temporary use of on-line non-downloadable software for financial planning; Providing temporary use of on-line non-downloadable software for accessing financial information; Platform as a service (PAAS) featuring computer software platforms for use in financial planning services, financial consultation, and providing information in the field of financial planning
worth one plan

General Information


Serial Number99257401
Word MarkWORTH ONE PLAN
Filing DateFriday, June 27, 2025
Status686 - PUBLISHED FOR OPPOSITION
Status DateTuesday, December 23, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 23, 2025

Trademark Statements


Goods and ServicesProviding temporary use of on-line non-downloadable software for financial planning; Providing temporary use of on-line non-downloadable software for accessing financial information; Platform as a service (PAAS) featuring computer software platforms for use in financial planning services, financial consultation, and providing information in the field of financial planning
NOT AVAILABLE"PLAN"

Classification Information


International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateFriday, June 27, 2025
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameWORTH FINANCIAL ADVISORY GROUP LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressCharlotte, NC 28203

Party NameWORTH FINANCIAL ADVISORY GROUP LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressCharlotte, NC 28203

Trademark Events


Event DateEvent Description
Friday, June 27, 2025NEW APPLICATION ENTERED
Friday, June 27, 2025APPLICATION FILING RECEIPT MAILED
Friday, June 27, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, July 2, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, November 17, 2025ASSIGNED TO EXAMINER
Wednesday, November 26, 2025EXAMINERS AMENDMENT -WRITTEN
Wednesday, November 26, 2025EXAMINERS AMENDMENT E-MAILED
Wednesday, November 26, 2025NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, November 26, 2025EXAMINER'S AMENDMENT ENTERED
Wednesday, November 26, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, December 17, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, December 23, 2025PUBLISHED FOR OPPOSITION
Tuesday, December 23, 2025OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED