IPLAN PROTECTING LIFESTYLES ASSETS & NEEDS - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Image for trademark with serial number 98716124
Serial Number
98716124
Word Mark
IPLAN PROTECTING LIFESTYLES ASSETS & NEEDS
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2024-08-26
Filing Date
2024-08-25
Attorney Name
Statements
Indication of Colors claimed
The color(s) lime green, grey, black, and white is/are claimed as a feature of the mark.
Description of Mark
The mark consists of the wording iPlan in lime green with the letter i in lower case serving as part of the letter P in plan, above the wording Protecting Lifestyles Assets & Needs in black, with each word's first letter in lime green. The dot in the i of IPlan is grey surrounded by lime green.
Goods and Services
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial management in the field of finance; Financial retirement plan consulting services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, mortgage planning; Financial trust planning
Classification Information
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
2024-08-25
Primary Code
036
First Use Anywhere Date
2018-06-11
First Use In Commerce Date
2018-06-11
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Address
Please log in with your Justia account to see this address.
Correspondences
Name
Jay S. Horowitz Jay S. Horowitz, P.C.
Address
Please log in with your Justia account to see this address.
Trademark Events
Event DateEvent Description
2024-08-26NEW APPLICATION ENTERED