PLAN FIRST, INVEST SECOND
Live / Registered — Registered (as of 29 Aug 2023)
What this means for you
Registered since 29 Aug 2023. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 29 Aug 2029: the §8 declaration of use).
Record
- Serial number
- 97336303
- Registration number
- 7148400
- Mark type
- Slogan / phrase
- Filed
- 29 Mar 2022
- Published for opposition
- 13 Jun 2023
- Registered
- 29 Aug 2023
- Next maintenance filing
- §8 declaration of use, due by 29 Aug 2029 (grace period to 28 Feb 2030)
- Attorney of record
- Mindi M. Richter
Goods and services
- Class 035 — Advertising and business 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
- Class 036 — Insurance and 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
Owner
- USA FINANCIAL, LLC, CLEARWATER, FL
- USA Financial Corporation, Ada, MI
- USA Financial Corporation, Ada, MI
- USA Financial Corporation, Ada, MI
Prior registrations
Board proceedings on this mark
The owner also pleads this mark in 1 other Board proceeding.
Prosecution history
- 28 Jan 2026 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 16 Dec 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 16 Dec 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 16 Dec 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 15 Oct 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 15 Oct 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 15 Oct 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 29 Aug 2023 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 29 Aug 2023 — REGISTERED-PRINCIPAL REGISTER
- 13 Jun 2023 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 13 Jun 2023 — PUBLISHED FOR OPPOSITION
- 24 May 2023 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 08 May 2023 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 10 Apr 2023 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 09 Apr 2023 — CORRESPONDENCE RECEIVED IN LAW OFFICE