IPLAN
Live / Allowed — Publication / registration review complete (as of 02 Apr 2026)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 13 Mar 2025 filing date already counts against anyone who files later.
Record
- Serial number
- 99082358
- Mark type
- Stylized text
- Filed
- 13 Mar 2025
- Published for opposition
- 21 Apr 2026
- Attorney of record
- Wayne Serra
Goods and services
- Class 036 — Insurance and financial services: Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes in connection with retirement plans, education savings plans, and financial accounts; Financial administration of retirement plans, education savings plans, and financial accounts for others.
Owner
- IRA Plan Partners LLC, Westlake, OH, US
Prosecution history
- 26 Mar 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 25 Mar 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 24 Mar 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 24 Mar 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 11 Nov 2025 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
- 11 Nov 2025 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
- 24 Oct 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 24 Oct 2025 — NON-FINAL ACTION E-MAILED
- 24 Oct 2025 — NON-FINAL ACTION WRITTEN
- 22 Oct 2025 — ASSIGNED TO EXAMINER
- 21 Oct 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 13 Mar 2025 — APPLICATION FILING RECEIPT MAILED
- 13 Mar 2025 — NEW APPLICATION ENTERED