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PLAN FIRST, INVEST SECOND
Live/Registered
REGISTERED

on 29 Aug 2023

Last Applicant/ Owned by

6020 East Fulton St

Ada

MI

49301

Serial Number

97336303 filed on 29th Mar 2022

Registration Number

7148400 registered on 29th Aug 2023

in the Principal Register

Correspondent Address

R. Scott Keller

WARNER NORCROSS + JUDD LLP

150 OTTAWA AVENUE NW, SUITE 1500

GRAND RAPIDS MI 49503

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

PLAN FIRST, INVEST SECOND

Business consulting services, namely, providing business consulting services to insurance agents, financial planners and financial advisors; Marketing services, namely, providing business marketing services to insurance agents, financial planners, financial advisors and investment advisory businesses financial planning strategy services; financial analysis and consultation in the field of retiremRead More

Classification Information


Class [036]
Insurance & Financial Services


financial planning strategy services; financial analysis and consultation in the field of retirement planning and estate planning; brokerage services in the field of securities and various packaged financial products, namely, mutual funds, UITs, REITs, general equities and variable insurance products


First Use Date in General

30th Nov 2012

First Use Date in Commerce

30th Nov 2012

Class [035]
Advertising, Business & Retail Services


Business consulting services, namely, providing business consulting services to insurance agents, financial planners and financial advisors; Marketing services, namely, providing business marketing services to insurance agents, financial planners, financial advisors and investment advisory businesses


First Use Date in General

30th Nov 2012

First Use Date in Commerce

30th Nov 2012

Mark Details


Serial Number

No 97336303

Mark Type

No Service Mark

Attorney Docket Number

No 150613157688

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


Show more

Status DateAction Taken
29th Aug 2023REGISTERED-PRINCIPAL REGISTER
29th Aug 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
13th Jun 2023PUBLISHED FOR OPPOSITION
13th Jun 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
24th May 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
08th May 2023APPROVED FOR PUB - PRINCIPAL REGISTER
10th Apr 2023TEAS/EMAIL CORRESPONDENCE ENTERED
09th Apr 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
09th Apr 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
12th Jan 2023ASSIGNED TO EXAMINER