Word

IPLAN PROTECTING LIFESTYLES ASSETS & NEEDS

Status

Pending

Status Code

630

Status Date

Monday, August 26, 2024

Serial Number

98716124

Filing Date

Sunday, August 25, 2024

Trademark Owner History

iPlan, LLC

Classifications

36 Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial management in the field of finance; Financial retirement plan consulting services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, mortgage planning; Financial trust planning

The mark consists of the wording iPlan in lime green with the letter i in lower case serving as part of the letter P in plan, above the wording Protecting Lifestyles Assets & Needs in black, with each word's first letter in lime green. The dot in the i of IPlan is grey surrounded by lime green.
The color(s) lime green, grey, black, and white is/are claimed as a feature of the mark.

Trademark Events

Aug 26, 2024

New Application Entered