(11) 98705-3426
TrademarkIQ iconTrademarkIQ
Back to search
Official data from USPTO

DREAM BOLDLY. PLAN WISELY.

Did you know this trademark is already registered in United States?

Before investing in name, identity, and promotion, validate collision risk and registration strategy to avoid wasting time and budget.

Active USPTO registrationType: WordOffice: United States

Quick snapshot

DREAM BOLDLY. PLAN WISELY.

ST13

US500000088715842

Class

36

Filing

88715842

Registration

6242774

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

15

Latest update

01/13/2026

Trademark type

Word

Nice classes

36

Filing date

12/05/2019

Registration date

01/12/2021

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

01/12/2021

Last transaction

01/13/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

10/01/2018

First use in commerce

10/01/2018

Drawing code

4

Owner type

03

Owner location

Indianapolis, IN

Examiner

CAHILL,CLARE GALLAGHER

Law office

L40

Current location

TMEG LAW OFFICE 104

Holders and representatives

Holders

Windsor Wealth Management, Inc.

Representatives

Amy Rollins BRANNON SOWERS & CRACRAFT PC

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial planning and investment management services for familiesnon-profits and retirement plans; financial consulting services and advisory services regarding the establishmentmanagementmodification of retirement plans and investment portfolios for businesses and not for profit entities; investment management and financial consulting for private individuals

Publications

History of USPTO decisions and trademark events.

15 publications found

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

01/12/2026

R.PR

REGISTERED-PRINCIPAL REGISTER

01/12/2021

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

10/27/2020

PUBO

PUBLISHED FOR OPPOSITION

10/27/2020

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

10/07/2020

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

09/21/2020

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

09/11/2020

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

09/10/2020

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

09/10/2020

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

03/11/2020

GNRT

NON-FINAL ACTION E-MAILED

03/11/2020

CNRT

NON-FINAL ACTION WRITTEN

03/11/2020

DOCK

ASSIGNED TO EXAMINER

03/06/2020

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

12/10/2019

NWAP

NEW APPLICATION ENTERED

12/09/2019

Continuous trademark protection

Get notified about every new filing that threatens DREAM BOLDLY. PLAN WISELY. or your mark.

Professional 24-month watch service: we monitor USPTO for you and alert you in time to oppose — before conflicts become losses.