PLAN FIRST, INVEST SECOND - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
97336303
Word Mark
PLAN FIRST, INVEST SECOND
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2022-04-01
Filing Date
2022-03-29
Mark Drawing
4000 - Standard character mark
Typeset
Attorney Name
Statements
Goods and Services
Business consulting services, namely, providing business consulting services to insurance agents, financial planners and financial advisors; Marketing services, namely, providing business marketing services to insurance agents, financial planners, financial advisors and investment advisory businesses
Goods and Services
financial planning strategy services; financial analysis and consultation in the field of retirement planning and estate planning; brokerage services in the field of securities and various packaged financial products, namely, mutual funds, UITs, REITs, general equities and variable insurance products
Classification Information
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2022-04-01
Primary Code
035
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2022-04-01
Primary Code
036
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
R. SCOTT KELLER
Address
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Prior Registrations
| Relationship Type | Reel Number |
| Prior Registration | 4925085 |
Trademark Events
| Event Date | Event Description |
| 2022-04-01 | NEW APPLICATION ENTERED IN TRAM |
