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MONEY WELL PLANNED
Live/Pending
APPROVED FOR PUBLICATION

on 17 May 2024

Last Applicant/ Owned by

3243 Pacific Drive

Naples

US

FL

34119

Serial Number

98168527 filed on 07th Sep 2023

Registration Number

N/A

Correspondent Address

Daniel Ross Daniel Ross & Associates LLC

1515 Ridgewood Ave., Upper Unit

Lakewood, OH 44107

United States

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

MONEY WELL PLANNED

"MONEY" The color(s) blue, gray, and black is/are claimed as a feature of the mark. Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial planning and investment advisory services; Financial services, namely, wealth management services The mark consists of the word "MONEY" in blue over top of a gray horizontal lRead More

Classification Information


Class [036]
Insurance & Financial Services


Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial planning and investment advisory services; Financial services, namely, wealth management services


First Use Date in General

31st Aug 2023

First Use Date in Commerce

31st Aug 2023

Mark Details


Serial Number

No 98168527

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

Design Code(s)

26.17.13 -

Letters or words underlined and/or overlined by one or more strokes or lines

Description of Design Search

The mark consists of the word "MONEY" in blue over top of a gray horizontal line to the left of the wording "WELL PLANNED" in black.".

Legal History


Status DateAction Taken
17th May 2024APPROVED FOR PUB - PRINCIPAL REGISTER
13th May 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
13th May 2024TEAS/EMAIL CORRESPONDENCE ENTERED
13th May 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
09th May 2024NON-FINAL ACTION WRITTEN
09th May 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
09th May 2024NON-FINAL ACTION E-MAILED
03rd May 2024ASSIGNED TO EXAMINER
19th Nov 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
07th Sep 2023NEW APPLICATION ENTERED