Who owns the PLAN SMARTER. DREAM BIGGER. trademark?

The PLAN SMARTER. DREAM BIGGER. trademark is owned by Trajan Wealth, LLC.

What is the serial number for PLAN SMARTER. DREAM BIGGER.?

The USPTO serial number for PLAN SMARTER. DREAM BIGGER. is 99222707.

What is the registration number for PLAN SMARTER. DREAM BIGGER.?

PLAN SMARTER. DREAM BIGGER. is registered under USPTO registration number 0.

PLA

USPTO Trademark Record

PENDING

PLAN SMARTER. DREAM BIGGER.

Q: What class is the PLAN SMARTER. DREAM BIGGER. trademark registered in?

The PLAN SMARTER. DREAM BIGGER. trademark is registered in Class 035 (Advertising, business management & retail services), Class 036 (Insurance, financial & real estate services).

SN 99222707·Reg 0·Filed Jun 06, 2025

Owner Trajan Wealth, LLC

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

PLAN SMARTER. DREAM BIGGER. (Serial No. 99222707), Registration No. 0, is a pending US trademark filed on Jun 06, 2025 by Trajan Wealth, LLC. This trademark covers Class 035 (Advertising, business management & retail services), Class 036 (Insurance, financial & real estate services).

Statement of Use due: October 28, 202623 days remaining

Mark Intelligence

PLAN SMARTER. DREAM BIGGER. (Reg. #0) is a pending US trademark that was filed in 2025 and is currently under USPTO examination. 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

Jun 06, 2025

SERIAL

99222707

REG#

Owner

Applicant

Trajan Wealth, LLC

Entity

LLC

State

Address

18700 N. Hayden Rd., Suite 470, Scottsdale, AZ, 85255

Country

Attorney

NameJ. Damon Ashcraft

Law firm

J. Damon Ashcraft SNELL & WILMER, L.L.P.

Docket

96617.00100

Address

One East Washington Street, Suite 2700, Phoenix, AZ 85004-2556, United States

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Filing Information

StatusPENDING

Filing DateJun 06, 2025

Serial Number99222707

Registration No.0

Status DateApr 28, 2026

Published for OppositionMar 03, 2026

Mark TypeStandard characters

Attorney Docket96617.00100

Status DescriptionLive and pending, notice of allowance issued

Filing Signals

FILED

2025

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

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

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

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

16 events

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Apr 28, 2026

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

PUBLISHED FOR OPPOSITION

Mar 03, 2026

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Mar 03, 2026

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Feb 25, 2026

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

ASSIGNED TO LIE

Feb 03, 2026

ASSIGNED TO LIE

CORRESPONDENCE RECEIVED IN LAW OFFICE

Feb 03, 2026

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Feb 03, 2026

TEAS/EMAIL CORRESPONDENCE ENTERED

APPROVED FOR PUB - PRINCIPAL REGISTER

Feb 03, 2026

APPROVED FOR PUB - PRINCIPAL REGISTER

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Jan 28, 2026

TEAS RESPONSE TO OFFICE ACTION RECEIVED

ASSIGNED TO EXAMINER

Oct 28, 2025

ASSIGNED TO EXAMINER

NON-FINAL ACTION WRITTEN

Oct 28, 2025

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Oct 28, 2025

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Oct 28, 2025

NOTIFICATION OF NON-FINAL ACTION E-MAILED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Oct 14, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Jun 06, 2025

NEW APPLICATION ENTERED

APPLICATION FILING RECEIPT MAILED

Jun 06, 2025

APPLICATION FILING RECEIPT MAILED

PLAN SMARTER. DREAM BIGGER.

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Other Marks by Trajan Wealth, LLC

Other Marks in Class 035 — Advertising, business management & retail services

Other Marks by J. Damon Ashcraft

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