THE PERSON IS THE PLAN
Serial Number: 77175628
Reg Number: 3368718
Word Mark: THE PERSON IS THE PLAN
Goods and Services: IC 036. US 100 101 102. G & S: 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. FIRST USE: 20070215. FIRST USE IN COMMERCE: 20070215
Mark Drawing Code: (4) STANDARD CHARACTER MARK
Filing Date: 05/08/2007
Current Basis: 1A
Original Filing Basis: 1A
Type of Mark: SERVICE MARK
Register: PRINCIPAL
Live/Dead Indicator: LIVE
SiteNo: 108505