TrademarkDir
THE TREASURE PLAN: FITNESS, FAMILY, FRIENDS, FINANCES, FREEDOM, AND FAITH.
LIVE

Serial Number

99907590

Owner

Heritage Financial Advisors

First Use Date

May 12, 2026

Filing Date

Jun 26, 2026

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THE TREASURE PLAN: FITNESS, FAMILY, FRIENDS, FINANCES, FREEDOM, AND FAITH. Trademark

Serial Number: 99907590

THE TREASURE PLAN: FITNESS, FAMILY, FRIENDS, FINANCES, FREEDOM, AND FAITH. is a trademark filed by Heritage Financial Advisors on June 26, 2026. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Owner Contact Info

Heritage Financial Advisors

8850 Columbia 100 Pkwy
Columbia, MD 21045

Entity Type: 16

Christopher T Holcomb

1618 Sage Brush Ct
Severn, MD 21144

Entity Type: 01

Trademark Details

Filing Date

June 26, 2026

Registration Date

Not Registered

First Use Anywhere

May 12, 2026

First Use in Commerce

May 20, 2026

Goods & Services

Financial advice on retirement; Investment management; Life insurance brokerage; Financial planning and investment advisory services; Financial planning for retirement

Filing History

APPLICATION FILING RECEIPT MAILED
Jun 26, 2026 MAFR
NEW APPLICATION ENTERED
Jun 26, 2026 NWAP

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