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The US trademark THE PERSON IS THE PLAN was filed as Word mark on 05/08/2007 at the U.S. Patent and Trademark Office.
It was registered as a trademark on 01/15/2008.
The current status of the mark is "REGISTERED AND RENEWED".
| Trademark form | Word mark |
| File reference | 77175628 |
| Register number | 3368718 |
| Application date | May 8, 2007 |
| Publication date | October 30, 2007 |
| Entry date | January 15, 2008 |
Trademark owner
44 Route 23 North
07457 Riverdale
US
07457 Riverdale
US
Trademark representatives
goods and services
36
Financial consultation; financial consultation in the field of fee-only wealth management, financial life planning and asset management; financial evaluation for insurance purposes; financial investment in the field of fee-only wealth management, financial life planning and asset management; financial management; financial planning; financial planning consultation; financial planning for retirement; financial planning, namely, the creation of personalized strategies to achieve financial independence; financial risk management; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; financial services, namely, a total portfolio offering for high-net-worth clients consisting of both separate accounts and mutual funds for equity and fixed-income investments; providing online information in the field charitable monetary giving through financial and estate planning
ID: 1377175628