Who owns the PLANASSIST trademark?

The PLANASSIST trademark is owned by CORE WEALTH CONSULTANTS, LLC.

What class is the PLANASSIST trademark registered in?

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

What is the serial number for PLANASSIST?

The USPTO serial number for PLANASSIST is 87810916.

What is the registration number for PLANASSIST?

PLANASSIST is registered under USPTO registration number 5575407.

Sealvo

Home Search: PLANASSISTPLANASSIST #87810916

Back

Updated Oct 20, 2026·9 searches this week

View on USPTO TSDR Find similar marks

PLA

USPTO Trademark Record

REGISTERED

PLANASSIST

SN 87810916·Reg 5575407·Filed Feb 26, 2018

Owner CORE WEALTH CONSULTANTS, LLC

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

PLANASSIST (Serial No. 87810916), Registration No. 5575407, is a registered US trademark filed on Feb 26, 2018 by CORE WEALTH CONSULTANTS, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

Section 8/9 declaration window: October 02, 2028

Mark Intelligence

PLANASSIST (Reg. #5575407) is a registered US trademark that has been protecting its owner, CORE WEALTH CONSULTANTS, LLC, since 2018. 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 26, 2018

SERIAL

87810916

REG#

5575407

REGISTERED

Oct 02, 2018

Filing Information

StatusREGISTERED

Filing DateFeb 26, 2018

Serial Number87810916

Registration No.5575407

Registration DateOct 02, 2018

Status DateJan 16, 2024

Published for OppositionJul 17, 2018

Filing Basis & Declarations

Standard Characters ClaimedFiled as Use ApplicationUse Application CurrentlySection 8 Accepted

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Feb 22, 2018

First use in commerce: Feb 22, 2018

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

45 events

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

Mar 17, 2026

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

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Mar 17, 2026

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Mar 17, 2026

TEAS CHANGE OF CORRESPONDENCE RECEIVED

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

Mar 17, 2026

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

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

Nov 07, 2025

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

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Nov 07, 2025

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Nov 07, 2025

TEAS CHANGE OF CORRESPONDENCE RECEIVED

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

Nov 07, 2025

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

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

Aug 04, 2025

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

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Aug 04, 2025

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Aug 04, 2025

TEAS CHANGE OF CORRESPONDENCE RECEIVED

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

Aug 04, 2025

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

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

Jul 01, 2025

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

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Jul 01, 2025

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Jul 01, 2025

TEAS CHANGE OF CORRESPONDENCE RECEIVED

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

Jul 01, 2025

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Jan 16, 2024

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (6-YR) ACCEPTED

Jan 16, 2024

REGISTERED - SEC. 8 (6-YR) ACCEPTED

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

Jan 16, 2024

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

TEAS SECTION 8 RECEIVED

Oct 30, 2023

TEAS SECTION 8 RECEIVED

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Oct 02, 2023

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

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

Feb 22, 2022

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

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Feb 22, 2022

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

Feb 22, 2022

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Feb 22, 2022

TEAS CHANGE OF CORRESPONDENCE RECEIVED

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

Nov 02, 2021

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

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Nov 02, 2021

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

Nov 02, 2021

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Nov 02, 2021

TEAS CHANGE OF CORRESPONDENCE RECEIVED

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Aug 25, 2021

TEAS CHANGE OF OWNER ADDRESS RECEIVED

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

Aug 25, 2021

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

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Aug 25, 2021

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

Aug 25, 2021

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Aug 25, 2021

TEAS CHANGE OF CORRESPONDENCE RECEIVED

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Aug 25, 2021

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

REGISTERED-PRINCIPAL REGISTER

Oct 02, 2018

REGISTERED-PRINCIPAL REGISTER

PUBLISHED FOR OPPOSITION

Jul 17, 2018

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Jul 17, 2018

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Jun 27, 2018

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Jun 13, 2018

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

Jun 11, 2018

ASSIGNED TO EXAMINER

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

Mar 27, 2018

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

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Mar 27, 2018

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Mar 03, 2018

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Mar 01, 2018

NEW APPLICATION ENTERED

Other Marks by Andrea Gorrie

Additional USPTO filings handled by the same attorney of record.

EAR

EARTH TOWELS

99305804

REGISTERED

CAP

CAPITANBLOKE

99320325

REGISTERED

SIG

SIGNALBOARD

99441023

REGISTERED

FOX

FOX FITNESS

99606922

REGISTERED

PLANASSIST

Run a conflict check

Other Marks by Andrea Gorrie

Get pre-filing clearance

Search 14M+ trademarks

Resources

Company