PLANNING FOR FINANCIAL WELLBEING
LIVE

Serial Number

87481406

Owner

BenefitsTree, LLC

Attorney

Brian C. Huskey

First Use Date

May 22, 2017

Filing Date

Jun 8, 2017

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PLANNING FOR FINANCIAL WELLBEING Trademark

Serial Number: 87481406 • Registration: 5370025

PLANNING FOR FINANCIAL WELLBEING is a trademark filed by BenefitsTree, LLC on June 8, 2017. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

BenefitsTree, LLC (5 trademarks)

460 Prince Charles Place
Alpharetta, GA 30022-611

Entity Type: 16

Trademark Details

Filing Date

June 8, 2017

Registration Date

January 2, 2018

First Use Anywhere

May 22, 2017

First Use in Commerce

May 22, 2017

Published for Opposition

October 17, 2017

Goods & Services

Financial advice; Financial advice, namely, budget planning; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis; Financial consulting; Financial information and evaluations; Financial planning; Financial planning consultation; Financial planning for retirement; Financial portfolio analysis services; Financial retirement plan consulting services; Financial services, namely, wealth management services

Filing History

TEAS CHANGE OF CORRESPONDENCE RECEIVED
Mar 4, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Mar 4, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Mar 4, 2025 REAP
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Mar 25, 2024 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Mar 25, 2024 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Mar 23, 2024 APRE
TEAS SECTION 8 & 15 RECEIVED
Sep 28, 2023 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Jan 2, 2023 REM1
WITHDRAWAL OF ATTORNEY GRANTED
Feb 1, 2019 WOAG
TEAS WITHDRAWAL OF ATTORNEY RECEIVED
Feb 1, 2019 WOAR
REGISTERED-PRINCIPAL REGISTER
Jan 2, 2018 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Oct 17, 2017 NPUB
PUBLISHED FOR OPPOSITION
Oct 17, 2017 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Sep 27, 2017 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Sep 7, 2017 CNSA
ASSIGNED TO EXAMINER
Sep 7, 2017 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jun 15, 2017 NWOS
NEW APPLICATION ENTERED
Jun 12, 2017 NWAP