Who owns the PLAN WELL. RETIRE HAPPY. trademark?

The PLAN WELL. RETIRE HAPPY. trademark is owned by New River Financial Group, LLC.

What class is the PLAN WELL. RETIRE HAPPY. trademark registered in?

The PLAN WELL. RETIRE HAPPY. trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for PLAN WELL. RETIRE HAPPY.?

The USPTO serial number for PLAN WELL. RETIRE HAPPY. is 90771895.

What is the registration number for PLAN WELL. RETIRE HAPPY.?

PLAN WELL. RETIRE HAPPY. is registered under USPTO registration number 6530967.

Sealvo

Home Search: PLAN WELL. RETIRE HAPPY.PLAN WELL. RETIRE HAPPY. #90771895

Back

Updated Sep 29, 2026·42 searches this week

View on USPTO TSDR Find similar marks

PLA

USPTO Trademark Record

REGISTERED

PLAN WELL. RETIRE HAPPY.

SN 90771895·Reg 6530967·Filed Jun 14, 2021

Owner New River Financial Group, LLC

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

PLAN WELL. RETIRE HAPPY. (Serial No. 90771895), Registration No. 6530967, is a registered US trademark filed on Jun 14, 2021 by New River Financial Group, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: October 19, 2027

Conflict Analysis

Full conflict analysis for PLAN WELL. RETIRE HAPPY. (SN 90771895) against the USPTO database with detailed risk factor explanations. AI-powered — takes ~1-2 min.

Mark Intelligence

PLAN WELL. RETIRE HAPPY. (Reg. #6530967) is a registered US trademark that has been protecting its owner, New River Financial Group, 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

Jun 14, 2021

SERIAL

90771895

REG#

6530967

REGISTERED

Oct 19, 2021

Filing Information

StatusREGISTERED

Filing DateJun 14, 2021

Serial Number90771895

Registration No.6530967

Registration DateOct 19, 2021

Status DateOct 19, 2021

Published for OppositionAug 03, 2021

Filing Basis & Declarations

Standard Characters ClaimedFiled as Use ApplicationUse Application Currently

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Oct 12, 2013

First use in commerce: Oct 12, 2013

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.

Run a conflict check

Search by serial number, mark name, or logo. See conflicting marks ranked by risk with clear explanations of what contributed.

Run conflict check

Status History

12 events

REGISTERED-PRINCIPAL REGISTER

Oct 19, 2021

REGISTERED-PRINCIPAL REGISTER

PUBLISHED FOR OPPOSITION

Aug 03, 2021

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Aug 03, 2021

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Jul 14, 2021

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Jun 25, 2021

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

Jun 24, 2021

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jun 23, 2021

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

REQUEST FOR SPECIAL HANDLING - GRANTED

Jun 23, 2021

REQUEST FOR SPECIAL HANDLING - GRANTED

ASSIGNED TO EXAMINER

Jun 23, 2021

ASSIGNED TO EXAMINER

ASSIGNED TO PETITION STAFF

Jun 21, 2021

ASSIGNED TO PETITION STAFF

NEW APPLICATION ENTERED

Jun 17, 2021

NEW APPLICATION ENTERED

TEAS REQUEST TO MAKE SPECIAL RECEIVED

Jun 17, 2021

TEAS REQUEST TO MAKE SPECIAL RECEIVED

Other Marks by New River Financial Group, LLC

Additional USPTO filings from the same owner.

PLA

PLAN WELL. RETIRE AWESOME!

88943841

New River Financial Group, LLC

REGISTERED

ONT

ON-TRACK RETIREMENT REVIEW

97083903

New River Financial Group LLC

ABANDONED

FIN

FINANCIAL FREEDOM SYSTEM

90562431

New River Financial Group, LLC

ABANDONED

THE

THE RETIREMENT PLANNING GUY PODCAST

90295761

New River Financial Group, LLC

ABANDONED

Other Marks in Class 036 — Insurance, financial & real estate services

Recently filed and registered marks in the same international class.

PLA

PLAN WELL. RETIRE HAPPY.

86171968

New River Financial Group, LLC

ABANDONED

PLA

PLAN WELL. RETIRE WELL.

98404335

Generations Advisory Group, LLC

REGISTERED

PLA

PLAN NOW. RETIRE WELL.

98404021

Generations Advisory Group, LLC

REGISTERED

PLA

PLAN WELL. RETIRE AWESOME!

88943841

New River Financial Group, LLC

REGISTERED

PLAN WELL. RETIRE HAPPY.

Run a conflict check

Other Marks by New River Financial Group, LLC

Other Marks in Class 036 — Insurance, financial & real estate services

Get pre-filing clearance

Search 15M+ trademarks

Resources

Company