THE TREASURE PLAN: FITNESS, FAMILY, FRIENDS, FINANCES, FREEDOM, AND FAITH.
Live / Applied — New application — not yet assigned to an examiner (as of 26 Jun 2026)
What this means for you
Not registered yet, but its 26 Jun 2026 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99907590
- Mark type
- Slogan / phrase
- Filed
- 26 Jun 2026
Goods and services
- Class 036 — Insurance and financial services: Financial advice on retirement; Investment management; Life insurance brokerage; Financial planning and investment advisory services; Financial planning for retirement
Owner
- Christopher T Holcomb, Severn, MD, US
- Heritage Financial Advisors, Columbia, MD, US
Prosecution history
- 26 Jun 2026 — APPLICATION FILING RECEIPT MAILED
- 26 Jun 2026 — NEW APPLICATION ENTERED