IPLAN PROTECTING LIFESTYLES ASSETS & NEEDS
Dead / Abandoned — Abandoned — after inter partes decision (as of 27 Jan 2026)
What this means for you
This application is over — abandoned 27 Jan 2026. The name may be available, but check before relying on it — rights can also come from actual use, not only from the register.
Record
- Serial number
- 98716124
- Mark type
- Stylized text
- Filed
- 25 Aug 2024
- Published for opposition
- 15 Jul 2025
- Abandoned
- 27 Jan 2026
- Attorney of record
- JAY S. HOROWITZ
Goods and services
- Class 036 — Insurance and 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
Owner
- iPlan, LLC, Winter Haven, FL
- iPlan, LLC, Winter Haven, FL
Board proceedings on this mark
- Opposition No. 91301718 — IRA Plan Partners LLC v. iPlan, LLC, filed 15 Sept 2025 (Terminated)
- Extension of Time to Oppose No. 98716124 — IRA Plan Partners LLC v. iPlan, LLC, filed 20 Jul 2025 (Terminated)
Prosecution history
- 27 Jan 2026 — ABANDONMENT NOTICE E-MAILED - INTER PARTES DECISION
- 27 Jan 2026 — ABANDONMENT - AFTER INTER PARTES DECISION
- 27 Jan 2026 — OPPOSITION TERMINATED NO. 999999
- 27 Jan 2026 — OPPOSITION SUSTAINED NO. 999999
- 15 Sept 2025 — EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
- 15 Sept 2025 — OPPOSITION INSTITUTED NO. 999999
- 20 Jul 2025 — EXTENSION OF TIME TO OPPOSE RECEIVED
- 15 Jul 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 15 Jul 2025 — PUBLISHED FOR OPPOSITION
- 09 Jul 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 11 Jun 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 10 Jun 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 10 Jun 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 10 Jun 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 11 Mar 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED