THE PERSON IS THE PLAN
LIVE

Serial Number

77175628

Owner

Highland Financial Advisors, LLC

Attorney

Christopher J. McHattie, Esq.

First Use Date

Feb 15, 2007

Filing Date

May 8, 2007

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THE PERSON IS THE PLAN Trademark

Serial Number: 77175628 • Registration: 3368718

THE PERSON IS THE PLAN is a trademark filed by Highland Financial Advisors, LLC on May 8, 2007. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Highland Financial Advisors, LLC

44 Route 23 North
Riverdale, NJ 07457

Entity Type: 16

Trademark Details

Filing Date

May 8, 2007

Registration Date

January 15, 2008

First Use Anywhere

February 15, 2007

First Use in Commerce

February 15, 2007

Published for Opposition

October 30, 2007

Goods & Services

Financial consultation; financial consultation in the field of fee-only wealth management, financial life planning and asset management; financial evaluation for insurance purposes; financial investment in the field of fee-only wealth management, financial life planning and asset management; financial management; financial planning; financial planning consultation; financial planning for retirement; financial planning, namely, the creation of personalized strategies to achieve financial independence; financial risk management; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; financial services, namely, a total portfolio offering for high-net-worth clients consisting of both separate accounts and mutual funds for equity and fixed-income investments; providing online information in the field charitable monetary giving through financial and estate planning

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Jul 14, 2017 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Jul 14, 2017 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Jul 14, 2017 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jul 14, 2017 APRE
TEAS SECTION 8 & 9 RECEIVED
Jun 8, 2017 E89R
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Jan 15, 2017 REM2
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Mar 18, 2013 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Mar 18, 2013 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Mar 16, 2013 APRE
TEAS SECTION 8 & 15 RECEIVED
Mar 1, 2013 E815
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jun 22, 2011 TCCA
REGISTERED-PRINCIPAL REGISTER
Jan 15, 2008 R.PR
PUBLISHED FOR OPPOSITION
Oct 30, 2007 PUBO
NOTICE OF PUBLICATION
Oct 10, 2007 NPUB
LAW OFFICE PUBLICATION REVIEW COMPLETED
Sep 25, 2007 PREV
ASSIGNED TO LIE
Sep 25, 2007 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Aug 21, 2007 CNSA
ASSIGNED TO EXAMINER
Aug 21, 2007 DOCK
NEW APPLICATION ENTERED
May 11, 2007 NWAP