TrademarkDir
PLAN FIRST WEALTH
LIVE

Serial Number

90693589

Owner

Taylor & Taylor Financial Services USA, LLC

Attorney

Zachary Kline

First Use Date

Feb 15, 2022

Filing Date

May 6, 2021

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PLAN FIRST WEALTH Trademark

Serial Number: 90693589 • Registration: 6896676

PLAN FIRST WEALTH is a trademark filed by Taylor & Taylor Financial Services USA, LLC on May 6, 2021. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Taylor & Taylor Financial Services USA, LLC (2 trademarks)

STE 206 South
Rye, NY 10580

Entity Type: 16

PLAN FIRST WEALTH LLC (2 trademarks)

500 WEST PUTNAM AVENUE
GREENWICH, CT 06830

Entity Type: 03

Trademark Details

Filing Date

May 6, 2021

Registration Date

November 8, 2022

First Use Anywhere

February 15, 2022

First Use in Commerce

February 15, 2022

Published for Opposition

February 22, 2022

Goods & Services

Financial advice, consulting, and planning; investment advisory and management services; Financial planning for retirement; pension financial advice and management

Filing History

TEAS CHANGE OF CORRESPONDENCE RECEIVED
Oct 2, 2024 TCCA
NOTICE OF REGISTRATION CONFIRMATION EMAILED
Nov 8, 2022 NRCC
REGISTERED-PRINCIPAL REGISTER
Nov 8, 2022 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Oct 6, 2022 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Oct 5, 2022 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Sep 28, 2022 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Sep 27, 2022 AITU
USE AMENDMENT FILED
Sep 14, 2022 IUAF
TEAS STATEMENT OF USE RECEIVED
Sep 14, 2022 EISU
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Aug 31, 2022 ASGN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Apr 25, 2022 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Apr 25, 2022 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Apr 25, 2022 REAP
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Apr 19, 2022 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Feb 22, 2022 NPUB
PUBLISHED FOR OPPOSITION
Feb 22, 2022 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Feb 2, 2022 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jan 14, 2022 CNSA
EXAMINER'S AMENDMENT ENTERED
Jan 14, 2022 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Jan 14, 2022 GNEN
EXAMINERS AMENDMENT E-MAILED
Jan 14, 2022 GNEA
EXAMINERS AMENDMENT -WRITTEN
Jan 14, 2022 CNEA
ASSIGNED TO EXAMINER
Jan 10, 2022 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 8, 2021 NWOS
NEW APPLICATION ENTERED
May 10, 2021 NWAP

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