ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
01/28/2026
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Official data from USPTO
PLAN FIRST, INVEST SECOND
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
PLAN FIRST, INVEST SECOND
ST13
US500000097336303Class
35, 36
Filing
97336303
Registration
7148400
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
22
Latest update
01/29/2026
Trademark type
Word
Nice classes
35, 36
Filing date
03/29/2022
Registration date
08/29/2023
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
08/29/2023
Last transaction
01/29/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
2013-00-00
First use in commerce
2013-00-00
Drawing code
4
Owner type
16
Owner location
CLEARWATER, FL
Examiner
MUNN LEWIS, LAKEISHA S
Law office
L50
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
USA FINANCIAL, LLC
U. C. (pessoa física)
Representatives
Mindi M. Richter Shumaker, Loop & Kendrick, LLP
Technical classification
Nice Classes
Class 35Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Business consulting servicesproviding business consulting services to insurance agentsfinancial planners and financial advisors; Marketing servicesproviding business marketing services to insurance agentsfinancial plannersfinancial advisors and investment advisory businesses
Class 36
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 productsmutual fundsUITsREITsgeneral equities and variable insurance products
Publications
History of USPTO decisions and trademark events.
22 publications found
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
12/16/2025
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
12/16/2025
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
12/16/2025
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
10/15/2025
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
10/15/2025
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
10/15/2025
NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
08/29/2023
R.PR
REGISTERED-PRINCIPAL REGISTER
08/29/2023
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
06/13/2023
PUBO
PUBLISHED FOR OPPOSITION
06/13/2023
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
05/24/2023
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
05/08/2023
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
04/10/2023
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
04/09/2023
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
04/09/2023
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
01/12/2023
GNRT
NON-FINAL ACTION E-MAILED
01/12/2023
CNRT
NON-FINAL ACTION WRITTEN
01/12/2023
DOCK
ASSIGNED TO EXAMINER
01/12/2023
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
04/04/2022
NWAP
NEW APPLICATION ENTERED
04/01/2022
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