YOU DREAM. WE PLAN. Trademark
Trademark Overview
On Wednesday, August 19, 2015, a trademark application was filed for YOU DREAM. WE PLAN. with the United States Patent and Trademark Office. The USPTO has given the YOU DREAM. WE PLAN. trademark a serial number of 86729884. The federal status of this trademark filing is REGISTERED AND RENEWED as of Wednesday, June 3, 2026. This trademark is owned by BAINTREE WEALTH ADVISORS, LLC. The YOU DREAM. WE PLAN. trademark is filed in the Insurance & Financial Services category with the following description:
Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial information; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial retirement plan consulting services; Financial risk management consultation; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
General Information
| Serial Number | 86729884 |
| Word Mark | YOU DREAM. WE PLAN. |
| Filing Date | Wednesday, August 19, 2015 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Wednesday, June 3, 2026 |
| Registration Number | 4927175 |
| Registration Date | Tuesday, March 29, 2016 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, January 12, 2016 |
Trademark Statements
| Goods and Services | Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial information; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial retirement plan consulting services; Financial risk management consultation; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement |
Classification Information
| 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 | Monday, August 24, 2015 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, August 10, 2015 |
| First Use In Commerce Date | Monday, August 10, 2015 |
Trademark Owner History
| Party Name | BAYNTREE WEALTH ADVISORS, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Scottsdale, AZ 85253
US |
| Party Name | BAINTREE WEALTH ADVISORS, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Scottsdale, AZ 85251
US |
| Party Name | BAINTREE WEALTH ADVISORS, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Scottsdale, AZ 85251
US |
| Party Name | BAINTREE WEALTH ADVISORS, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Scottsdale, AZ 85251
US |
Trademark Events
| Event Date | Event Description |
| Monday, August 24, 2015 | NEW APPLICATION ENTERED |
| Monday, August 24, 2015 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, October 7, 2015 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, October 7, 2015 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, December 3, 2015 | ASSIGNED TO EXAMINER |
| Tuesday, December 8, 2015 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, December 24, 2015 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, January 12, 2016 | PUBLISHED FOR OPPOSITION |
| Tuesday, January 12, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 29, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, May 18, 2016 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Monday, March 29, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Monday, April 26, 2021 | TEAS SECTION 8 & 15 RECEIVED |
| Friday, August 20, 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, August 20, 2021 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Friday, August 20, 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Tuesday, March 1, 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, March 1, 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, March 1, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Saturday, March 29, 2025 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Friday, March 27, 2026 | TEAS SECTION 8 & 9 RECEIVED |
| Monday, June 1, 2026 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, June 3, 2026 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Wednesday, June 3, 2026 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Wednesday, June 3, 2026 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
