Who owns the PLAN FIRST, INVEST SECOND trademark?

The PLAN FIRST, INVEST SECOND trademark is owned by USA FINANCIAL, LLC.

What is the serial number for PLAN FIRST, INVEST SECOND?

The USPTO serial number for PLAN FIRST, INVEST SECOND is 97336303.

What is the registration number for PLAN FIRST, INVEST SECOND?

PLAN FIRST, INVEST SECOND is registered under USPTO registration number 7148400.

PLA

USPTO Trademark Record

REGISTERED

PLAN FIRST, INVEST SECOND

Q: What class is the PLAN FIRST, INVEST SECOND trademark registered in?

The PLAN FIRST, INVEST SECOND trademark is registered in Class 035 (Advertising, business management & retail services), Class 036 (Insurance, financial & real estate services).

SN 97336303·Reg 7148400·Filed Mar 29, 2022

Owner USA FINANCIAL, LLC

Advertising; business management, organization and administration; office functions.; Financial, monetary and banking services; insurance services; real estate services.

PLAN FIRST, INVEST SECOND (Serial No. 97336303), Registration No. 7148400, is a registered US trademark filed on Mar 29, 2022 by USA FINANCIAL, LLC. This trademark covers Class 035 (Advertising, business management & retail services), Class 036 (Insurance, financial & real estate services).

early section 8: August 29, 2029

Mark Intelligence

PLAN FIRST, INVEST SECOND (Reg. #7148400) is a registered US trademark that has been protecting its owner, USA FINANCIAL, LLC, since 2022. The mark covers Class 035 (Advertising, business management & retail services) and Class 036 (Insurance, financial & real estate services) respectively. Goods and services include Advertising; business management, organization and administration; office functions.; Financial, monetary and banking se.... The mark faced 1 opposition proceeding during prosecution.

FILED

Mar 29, 2022

SERIAL

97336303

REG#

7148400

REGISTERED

Aug 29, 2023

Owner

Applicant

USA FINANCIAL, LLC

Entity

LLC

State

Address

2650 MCCORMICK DRIVE, CLEARWATER, FL, 33759

Attorney

NameMindi M. Richter

Law firm

Mindi M. Richter Shumaker, Loop & Kendrick, LLP

Address

101 E. Kennedy Blvd., Suite 2800, Tampa, FL 33602, United States

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Filing Information

StatusREGISTERED

Filing DateMar 29, 2022

Serial Number97336303

Registration No.7148400

Registration DateAug 29, 2023

Status DateAug 29, 2023

Published for OppositionJun 13, 2023

Mark TypeStandard characters

Status DescriptionLive and registered

Filing Signals

FILED

2022

YEARS AGO

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 035Advertising, business management & retail services

US codes: 100, 101, 102

First use anywhere: Nov 30, 2012

First use in commerce: Nov 30, 2012

Advertising; business management, organization and administration; office functions.

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Nov 30, 2012

First use in commerce: Nov 30, 2012

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

Status History

22 events

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Jan 28, 2026

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Dec 16, 2025

TEAS CHANGE OF OWNER ADDRESS RECEIVED

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Dec 16, 2025

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Dec 16, 2025

TEAS CHANGE OF CORRESPONDENCE RECEIVED

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Oct 15, 2025

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Oct 15, 2025

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Oct 15, 2025

TEAS CHANGE OF CORRESPONDENCE RECEIVED

REGISTERED-PRINCIPAL REGISTER

Aug 29, 2023

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Aug 29, 2023

NOTICE OF REGISTRATION CONFIRMATION EMAILED

PUBLISHED FOR OPPOSITION

Jun 13, 2023

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Jun 13, 2023

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

May 24, 2023

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

May 08, 2023

APPROVED FOR PUB - PRINCIPAL REGISTER

TEAS/EMAIL CORRESPONDENCE ENTERED

Apr 10, 2023

TEAS/EMAIL CORRESPONDENCE ENTERED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Apr 09, 2023

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Apr 09, 2023

CORRESPONDENCE RECEIVED IN LAW OFFICE

ASSIGNED TO EXAMINER

Jan 12, 2023

ASSIGNED TO EXAMINER

NON-FINAL ACTION WRITTEN

Jan 12, 2023

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Jan 12, 2023

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Jan 12, 2023

NOTIFICATION OF NON-FINAL ACTION E-MAILED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Apr 04, 2022

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Apr 01, 2022

NEW APPLICATION ENTERED

PLAN FIRST, INVEST SECOND

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