YOU DREAM. WE PLAN.
LIVE

Serial Number

86729884

Owner

BAINTREE WEALTH ADVISORS, LLC

Attorney

Suzann Moskowitz

First Use Date

Aug 10, 2015

Filing Date

Aug 19, 2015

Add to watchlist:

No watchlists yet
View on USPTO

YOU DREAM. WE PLAN. Trademark

Serial Number: 86729884 • Registration: 4927175

YOU DREAM. WE PLAN. is a trademark filed by BAINTREE WEALTH ADVISORS, LLC on August 19, 2015. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

BAINTREE WEALTH ADVISORS, LLC (2 trademarks)

6402 E. Lafayette Blvd.
Scottsdale, AZ 85251

Entity Type: 16

BAYNTREE WEALTH ADVISORS, LLC (6 trademarks)

#2055
Scottsdale, AZ 85253

Entity Type: 16

Trademark Details

Filing Date

August 19, 2015

Registration Date

March 29, 2016

First Use Anywhere

August 10, 2015

First Use in Commerce

August 10, 2015

Published for Opposition

January 12, 2016

Goods & Services

Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial information; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial retirement plan consulting services; Financial risk management consultation; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Jun 3, 2026 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Jun 3, 2026 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Jun 3, 2026 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jun 1, 2026 APRE
TEAS SECTION 8 & 9 RECEIVED
Mar 27, 2026 E89R
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Mar 29, 2025 REM2
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Mar 1, 2022 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Mar 1, 2022 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Mar 1, 2022 REAP
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Aug 20, 2021 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Aug 20, 2021 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Aug 20, 2021 APRE
TEAS SECTION 8 & 15 RECEIVED
Apr 26, 2021 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Mar 29, 2021 REM1
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
May 18, 2016 ASGN
REGISTERED-PRINCIPAL REGISTER
Mar 29, 2016 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jan 12, 2016 NPUB
PUBLISHED FOR OPPOSITION
Jan 12, 2016 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Dec 24, 2015 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Dec 8, 2015 CNSA
ASSIGNED TO EXAMINER
Dec 3, 2015 DOCK
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Oct 7, 2015 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Oct 7, 2015 REAP
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 24, 2015 NWOS
NEW APPLICATION ENTERED
Aug 24, 2015 NWAP