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IPLAN PROTECTING LIFESTYLES ASSETS & NEEDS
Live/Pending
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER

record initialized not assigned to examiner

on 26 Aug 2024

Last Applicant/ Owned by

2514 Partridge Drive

Winter Haven

FL

33884

Serial Number

98716124 filed on 25th Aug 2024

Registration Number

N/A

Correspondent Address

Jay S. Horowitz

Jay S. Horowitz Jay S. Horowitz, P.C.

Gaithersburg, MD 20877

United States

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

IPLAN PROTECTING LIFESTYLES ASSETS & NEEDS

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 administrati Read More

Classification Information


Class [036]
Insurance & Financial Services


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


First Use Date in General

11th Jun 2018

First Use Date in Commerce

11th Jun 2018

Mark Details


Serial Number

No 98716124

Mark Type

No Service Mark

Attorney Docket Number

No

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Status DateAction Taken
26th Aug 2024NEW APPLICATION ENTERED