Who owns the PLANNING FOR FINANCIAL WELLBEING trademark?

The PLANNING FOR FINANCIAL WELLBEING trademark is owned by BenefitsTree, LLC.

What class is the PLANNING FOR FINANCIAL WELLBEING trademark registered in?

The PLANNING FOR FINANCIAL WELLBEING trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for PLANNING FOR FINANCIAL WELLBEING?

The USPTO serial number for PLANNING FOR FINANCIAL WELLBEING is 87481406.

What is the registration number for PLANNING FOR FINANCIAL WELLBEING?

PLANNING FOR FINANCIAL WELLBEING is registered under USPTO registration number 5370025.

PLA

USPTO Trademark Record

REGISTERED

PLANNING FOR FINANCIAL WELLBEING

SN 87481406·Reg 5370025·Filed Jun 08, 2017

Owner BenefitsTree, LLC

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

PLANNING FOR FINANCIAL WELLBEING (Serial No. 87481406), Registration No. 5370025, is a registered US trademark filed on Jun 08, 2017 by BenefitsTree, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

Section 8/9 declaration window: January 03, 2028

Mark Intelligence

PLANNING FOR FINANCIAL WELLBEING (Reg. #5370025) is a registered US trademark that has been protecting its owner, BenefitsTree, LLC, since 2017. 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 08, 2017

SERIAL

87481406

REG#

5370025

REGISTERED

Jan 02, 2018

Owner

Applicant

BenefitsTree, LLC

Entity

LLC

State

Address

460 Prince Charles Place, Alpharetta, GA, 30022-611

Country

Attorney

NameBrian C. Huskey

Law firm

Brian C. Huskey Jabberwock Law, LLC

Address

3162 Johnson Ferry Rd, Ste 260 PMB 122, Marietta, GA 30062, United States

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Filing Information

StatusREGISTERED

Filing DateJun 08, 2017

Serial Number87481406

Registration No.5370025

Registration DateJan 02, 2018

Status DateMar 25, 2024

Published for OppositionOct 17, 2017

Next RenewalJanuary 03, 2028

Mark TypeStandard characters

Status DescriptionLive and registered, Section 8 and 15 accepted

Filing Signals

FILED

2017

YEARS AGO

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: May 22, 2017

First use in commerce: May 22, 2017

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

18 events

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

Mar 04, 2025

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

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Mar 04, 2025

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Mar 04, 2025

TEAS CHANGE OF CORRESPONDENCE RECEIVED

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

Mar 25, 2024

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Mar 25, 2024

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Mar 23, 2024

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

TEAS SECTION 8 & 15 RECEIVED

Sep 28, 2023

TEAS SECTION 8 & 15 RECEIVED

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

Jan 02, 2023

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

TEAS WITHDRAWAL OF ATTORNEY RECEIVED

Feb 01, 2019

TEAS WITHDRAWAL OF ATTORNEY RECEIVED

WITHDRAWAL OF ATTORNEY GRANTED

Feb 01, 2019

WITHDRAWAL OF ATTORNEY GRANTED

REGISTERED-PRINCIPAL REGISTER

Jan 02, 2018

REGISTERED-PRINCIPAL REGISTER

PUBLISHED FOR OPPOSITION

Oct 17, 2017

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Oct 17, 2017

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Sep 27, 2017

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

ASSIGNED TO EXAMINER

Sep 07, 2017

ASSIGNED TO EXAMINER

APPROVED FOR PUB - PRINCIPAL REGISTER

Sep 07, 2017

APPROVED FOR PUB - PRINCIPAL REGISTER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jun 15, 2017

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Jun 12, 2017

NEW APPLICATION ENTERED

PLANNING FOR FINANCIAL WELLBEING

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Other Marks by BenefitsTree, LLC

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

Other Marks by Brian C. Huskey

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