UNDERSTANDING WEALTH
Live / Registered — Registered and renewed (as of 07 Feb 2026)
What this means for you
Registered since 19 Jan 2016. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 19 Jan 2026).
Record
- Serial number
- 86133660
- Registration number
- 4889995
- Mark type
- Stylized text
- Filed
- 03 Dec 2013
- Published for opposition
- 25 Mar 2014
- Registered
- 19 Jan 2016
- Next maintenance due
- 19 Jan 2026
- Attorney of record
- Peter M. de Jonge
Goods and services
- Class 036 — Insurance and financial services: Financial planning for retirement; financial retirement plan consulting services; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; financial services, namely, wealth management services; life insurance services, namely, life insurance brokerage; insurance consulting in the field of life insurance
Owner
- HR BUSINESS PLANNING GROUP ADMINISTRATORS, INC., WEST JORDAN, UT, US
- Business Planning Group Insurance Agency, Inc., The, South Jordan, UT, US
- Business Planning Group Insurance Agency, Inc., The, South Jordan, UT, US
- Business Planning Group Insurance Agency, Inc., The, South Jordan, UT, US
Prosecution history
- 07 Feb 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 07 Feb 2026 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 07 Feb 2026 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 07 Feb 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 05 Nov 2025 — TEAS SECTION 8 & 9 RECEIVED
- 19 Jan 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 16 Jul 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 16 Jul 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 15 Jul 2021 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
- 09 Jul 2021 — POST REGISTRATION ACTION MAILED - SEC. 8 & 15
- 22 Jun 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 11 Feb 2021 — TEAS SECTION 8 & 15 RECEIVED
- 10 Feb 2021 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 19 Jan 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 19 Jan 2016 — REGISTERED-PRINCIPAL REGISTER