PLAN FIRST, INVEST SECOND

LIVE

Serial Number

97336303

Owner

USA Financial Corporation

Attorney

Mindi M. Richter

Filing Date

Mar 29, 2022

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PLAN FIRST, INVEST SECOND Trademark

Serial Number: 97336303 • Registration: 7148400

PLAN FIRST, INVEST SECOND is a trademark filed by USA Financial Corporation on March 29, 2022. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently registered and active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Class 35 - Advertising & Business

Advertising; business management; business administration; office functions

Owner Contact Info

USA Financial Corporation

6020 East Fulton St
Ada, MI 49301

Entity Type: 03

USA FINANCIAL, LLC

6020 E. FULTON
ADA, MI 49301

Entity Type: 16

Legal Representation

Attorney of Record

Mindi M. Richter

1,418 trademarks filed View all →

Correspondence Address

Mindi M. Richter Shumaker, Loop & Kendrick, LLP

101 E. Kennedy Blvd., Suite 2800

Tampa, FL 33602

United States

Trademark Details

Filing Date

March 29, 2022

Registration Date

August 29, 2023

Published for Opposition

June 13, 2023

Goods & Services

Business consulting services, namely, providing business consulting services to insurance agents, financial planners and financial advisors; Marketing services, namely, providing business marketing services to insurance agents, financial planners, financial advisors and investment advisory businesses

financial planning strategy services; financial analysis and consultation in the field of retirement planning and estate planning; brokerage services in the field of securities and various packaged financial products, namely, mutual funds, UITs, REITs, general equities and variable insurance products

Filing History

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Jan 28, 2026 ASGN

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Dec 16, 2025 TCCA

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Dec 16, 2025 CHAN

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Dec 16, 2025 COAR

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Oct 15, 2025 TCCA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Oct 15, 2025 ARAA

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

Oct 15, 2025 REAP

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Aug 29, 2023 NRCC

REGISTERED-PRINCIPAL REGISTER

Aug 29, 2023 R.PR

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Jun 13, 2023 NPUB

PUBLISHED FOR OPPOSITION

Jun 13, 2023 PUBO

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

May 24, 2023 NONP

APPROVED FOR PUB - PRINCIPAL REGISTER

May 8, 2023 CNSA

TEAS/EMAIL CORRESPONDENCE ENTERED

Apr 10, 2023 TEME

CORRESPONDENCE RECEIVED IN LAW OFFICE

Apr 9, 2023 CRFA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Apr 9, 2023 TROA

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Jan 12, 2023 GNRN

NON-FINAL ACTION E-MAILED

Jan 12, 2023 GNRT

NON-FINAL ACTION WRITTEN

Jan 12, 2023 CNRT

ASSIGNED TO EXAMINER

Jan 12, 2023 DOCK

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Apr 4, 2022 NWOS

NEW APPLICATION ENTERED

Apr 1, 2022 NWAP

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