Who owns the PLAN WELL. RETIRE WELL. trademark?

The PLAN WELL. RETIRE WELL. trademark is owned by Generations Advisory Group, LLC.

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

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

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

The USPTO serial number for PLAN WELL. RETIRE WELL. is 98404335.

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

PLAN WELL. RETIRE WELL. is registered under USPTO registration number 8024808.

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USPTO Trademark Record

REGISTERED

PLAN WELL. RETIRE WELL.

SN 98404335·Reg 8024808·Filed Feb 13, 2024

Owner Generations Advisory Group, LLC

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

PLAN WELL. RETIRE WELL. (Serial No. 98404335), Registration No. 8024808, is a registered US trademark filed on Feb 13, 2024 by Generations Advisory Group, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: November 11, 2031

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Mark Intelligence

PLAN WELL. RETIRE WELL. (Reg. #8024808) is a registered US trademark that has been protecting its owner, Generations Advisory Group, LLC, since 2024. 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

Feb 13, 2024

SERIAL

98404335

REG#

8024808

REGISTERED

Nov 11, 2025

Filing Information

StatusREGISTERED

Filing DateFeb 13, 2024

Serial Number98404335

Registration No.8024808

Registration DateNov 11, 2025

Status DateNov 11, 2025

Published for OppositionOct 15, 2024

Filing Basis & Declarations

Standard Characters ClaimedUse Application Currently

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Oct 20, 2024

First use in commerce: Apr 03, 2025

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

16 events

REGISTERED-PRINCIPAL REGISTER

Nov 11, 2025

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Nov 11, 2025

NOTICE OF REGISTRATION CONFIRMATION EMAILED

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Oct 18, 2025

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Oct 18, 2025

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Sep 21, 2025

CASE ASSIGNED TO INTENT TO USE PARALEGAL

STATEMENT OF USE PROCESSING COMPLETE

Sep 21, 2025

STATEMENT OF USE PROCESSING COMPLETE

TEAS STATEMENT OF USE RECEIVED

Apr 29, 2025

TEAS STATEMENT OF USE RECEIVED

USE AMENDMENT FILED

Apr 29, 2025

USE AMENDMENT FILED

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Nov 26, 2024

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

PUBLISHED FOR OPPOSITION

Oct 15, 2024

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Oct 15, 2024

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Sep 25, 2024

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Sep 10, 2024

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

Sep 05, 2024

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jun 14, 2024

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Feb 13, 2024

NEW APPLICATION ENTERED

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