Serial Number
98716124
Owner
iPlan, LLCAttorney
JAY S. HOROWITZFirst Use Date
Jun 11, 2018
Filing Date
Aug 25, 2024
IPLAN PROTECTING LIFESTYLES ASSETS & NEEDS Trademark
Serial Number: 98716124
Trademark Classes
Owner Contact Info
Legal Representation
Attorney of Record
JAY S. HOROWITZCorrespondence Address
JAY S. HOROWITZ JAY S. HOROWITZ, P.C.
7 BROOKES AVENUE, SUITE 103
GAITHERSBURG, MD 20877
UNITED STATES
Trademark Details
Filing Date
August 25, 2024
Registration Date
Not Registered
First Use Anywhere
June 11, 2018
First Use in Commerce
June 11, 2018
Published for Opposition
July 15, 2025
Goods & Services
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial management in the field of finance; Financial retirement plan consulting services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, mortgage planning; Financial trust planning
