Who owns the PLAN FIRST WEALTH trademark?

The PLAN FIRST WEALTH trademark is owned by PLAN FIRST WEALTH LLC.

What class is the PLAN FIRST WEALTH trademark registered in?

The PLAN FIRST WEALTH trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for PLAN FIRST WEALTH?

The USPTO serial number for PLAN FIRST WEALTH is 97076020.

What is the registration number for PLAN FIRST WEALTH?

PLAN FIRST WEALTH is registered under USPTO registration number 6897168.

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Updated Oct 19, 2026·12 searches this week

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PLA

USPTO Trademark Record

REGISTERED

PLAN FIRST WEALTH

SN 97076020·Reg 6897168·Filed Oct 15, 2021

Owner PLAN FIRST WEALTH LLC

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

PLAN FIRST WEALTH (Serial No. 97076020), Registration No. 6897168, is a registered US trademark filed on Oct 15, 2021 by PLAN FIRST WEALTH LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: November 08, 2028

Mark Intelligence

PLAN FIRST WEALTH (Reg. #6897168) is a registered US trademark that has been protecting its owner, PLAN FIRST WEALTH LLC, since 2021. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Oct 15, 2021

SERIAL

97076020

REG#

6897168

REGISTERED

Nov 08, 2022

Filing Information

StatusREGISTERED

Filing DateOct 15, 2021

Serial Number97076020

Registration No.6897168

Registration DateNov 08, 2022

Status DateNov 08, 2022

Published for OppositionFeb 22, 2022

Filing Basis & Declarations

Use Application Currently

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Feb 15, 2022

First use in commerce: Feb 15, 2022

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.

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Status History

28 events

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

Oct 02, 2024

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

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Oct 02, 2024

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Oct 02, 2024

TEAS CHANGE OF CORRESPONDENCE RECEIVED

REGISTERED-PRINCIPAL REGISTER

Nov 08, 2022

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Nov 08, 2022

NOTICE OF REGISTRATION CONFIRMATION EMAILED

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Oct 06, 2022

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Oct 05, 2022

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

STATEMENT OF USE PROCESSING COMPLETE

Sep 27, 2022

STATEMENT OF USE PROCESSING COMPLETE

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Sep 27, 2022

CASE ASSIGNED TO INTENT TO USE PARALEGAL

USE AMENDMENT FILED

Sep 14, 2022

USE AMENDMENT FILED

TEAS STATEMENT OF USE RECEIVED

Sep 14, 2022

TEAS STATEMENT OF USE RECEIVED

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Aug 31, 2022

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Apr 25, 2022

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Apr 25, 2022

TEAS CHANGE OF CORRESPONDENCE RECEIVED

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

Apr 25, 2022

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

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Apr 19, 2022

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

PUBLISHED FOR OPPOSITION

Feb 22, 2022

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Feb 22, 2022

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Feb 02, 2022

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

EXAMINERS AMENDMENT -WRITTEN

Jan 14, 2022

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Jan 14, 2022

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Jan 14, 2022

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

Jan 14, 2022

EXAMINER'S AMENDMENT ENTERED

APPROVED FOR PUB - PRINCIPAL REGISTER

Jan 14, 2022

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

Jan 10, 2022

ASSIGNED TO EXAMINER

NOTICE OF DESIGN SEARCH CODE E-MAILED

Nov 05, 2021

NOTICE OF DESIGN SEARCH CODE E-MAILED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Nov 04, 2021

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Oct 19, 2021

NEW APPLICATION ENTERED

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