Legal Representation
Attorney
Bruce LaBrie
USPTO Deadlines
Application History
14 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Oct 28, 2025 | GNFN | O | NOTIFICATION OF FINAL REFUSAL EMAILED | Loading... |
| Oct 28, 2025 | GNFR | O | FINAL REFUSAL E-MAILED | Loading... |
| Oct 28, 2025 | CNFR | R | FINAL REFUSAL WRITTEN | Loading... |
| Sep 16, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Sep 16, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Sep 16, 2025 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Jun 16, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Jun 16, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Jun 16, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Jun 11, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jun 1, 2025 | MDSC | E | NOTICE OF DESIGN SEARCH CODE E-MAILED | Loading... |
| Jun 1, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Dec 27, 2024 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Dec 27, 2024 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial planning for retirement; Consulting services in the field of employee benefit plans concerning insurance and finance; Investment management, namely, creating custom investment plans; Financial risk management; Estate planning
First Use Anywhere:
Oct 15, 2024
First Use in Commerce:
Dec 12, 2024
Additional Information
Design Mark
The mark consists of a thick lined square with the upper right quarter offset from the square to resemble an arrow. To the right of the arrow are the stacked words "PLAN" and "GROUP" such that the top of "PLAN" is aligned with the top of the arrow and the bottom of "GROUP" is aligned with the bottom of the square.
Classification
International Classes
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"PLAN GROUP"