Application

PTO- 1478

Approved for use through 10/31/2024. OMB 0651-0009

U.S. Patent and Trademark Office; U.S. DEPARTMENT OF COMMERCE Under the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it contains a valid OMB control number

---

PTO- 1478

Approved for use through 10/31/2024. OMB 0651-0009

U.S. Patent and Trademark Office; U.S. DEPARTMENT OF COMMERCE Under the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it contains a valid OMB control number

Trademark/Service Mark Application, Principal Register

Serial Number: 97126433

Filing Date: 11/16/2021

To the Commissioner for Trademarks:

MARK: PlanWise (Standard Characters, see mark)
The literal element of the mark consists of PlanWise. The mark consists of standard characters, without claim to any particular font style, size, or color.
The applicant, Jessica M. Blood, LLC, a limited liability company legally organized under the laws of Texas, having an address of
      2117 Wychwood Drive
      Austin, Texas 78746
      United States
      978-793-1748(phone)
      XXXX
Domiciled at: XXXX

requests registration of the trademark/service mark identified above in the United States Patent and Trademark Office on the Principal Register established by the Act of July 5, 1946 (15 U.S.C. Section 1051 et seq.), as amended, for the following:

For specific filing basis information for each item, you must view the display within the Input Table.
International Class 036:  Advice relating to investments; Investment advice; Investment advice in the fields of financial planning, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations

In International Class 036, the mark was first used by the applicant or the applicant's related company or licensee or predecessor in interest at least as early as 01/01/2018, and first used in commerce at least as early as 01/01/2018, and is now in use in such commerce. The applicant is submitting one(or more) specimen(s) showing the mark as used in commerce on or in connection with any item in the class of listed goods/services, consisting of a(n) Webpage PDF showing current use of PlanWise.

Original PDF file:
SPE0-13649254180-20211116 010110885251_._PlanWise_F inancial_Group_-_Enjoy_Th e_Journey.pdf
Converted PDF file(s) (5 pages)
Specimen File1
Specimen File2
Specimen File3
Specimen File4
Specimen File5
Webpage URL: www.planwisefin.com
Webpage Date of Access: 11/15/2021



For informational purposes only, applicant's website address is: www.planwisefin.com

The applicant's current Correspondence Information:

Jessica M. Blood, LLC

PRIMARY EMAIL FOR CORRESPONDENCE: john@planwisefin.com        SECONDARY EMAIL ADDRESS(ES) (COURTESY COPIES): jessica@planwisefin.com Requirement for Email and Electronic Filing: I understand that a valid email address must be maintained by the applicant owner/holder and the applicant owner's/holder's attorney, if appointed, and that all official trademark correspondence must be submitted via the Trademark Electronic Application System (TEAS).

A fee payment in the amount of $350 has been submitted with the application, representing payment for 1 class(es).

Declaration

	Basis: If the applicant is filing the application based on use in commerce under 15 U.S.C. § 1051(a): The signatory believes that the applicant is the owner of the trademark/service mark sought to be registered; The mark is in use in commerce and was in use in commerce as of the filing date of the application on or in connection with the goods/services in the application; The specimen(s) shows the mark as used on or in connection with the goods/services in the application and was used on or in connection with the goods/services in the application as of the application filing date; and To the best of the signatory's knowledge and belief, the facts recited in the application are accurate. And/Or If the applicant is filing the application based on an intent to use the mark in commerce under 15 U.S.C. § 1051(b), § 1126(d), and/or § 1126(e): The signatory believes that the applicant is entitled to use the mark in commerce; The applicant has a bona fide intention to use the mark in commerce and had a bona fide intention to use the mark in commerce as of the application filing date on or in connection with the goods/services in the application; and To the best of the signatory's knowledge and belief, the facts recited in the application are accurate.
	To the best of the signatory's knowledge and belief, no other persons, except, if applicable, concurrent users, have the right to use the mark in commerce, either in the identical form or in such near resemblance as to be likely, when used on or in connection with the goods/services of such other persons, to cause confusion or mistake, or to deceive.
	To the best of the signatory's knowledge, information, and belief, formed after an inquiry reasonable under the circumstances, the allegations and other factual contentions made above have evidentiary support.
	The signatory being warned that willful false statements and the like are punishable by fine or imprisonment, or both, under 18 U.S.C. § 1001, and that such willful false statements and the like may jeopardize the validity of the application or submission or any registration resulting therefrom, declares that all statements made of his/her own knowledge are true and all statements made on information and belief are believed to be true.

Declaration Signature

Signature: /Jessica Blood/   Date: 11/16/2021
Signatory's Name: Jessica Blood
Signatory's Position: Owner
Signatory's Phone Number: 978-793-1748
Signature method: Signed directly within the form
Payment Sale Number: 97126433
Payment Accounting Date: 11/16/2021

Serial Number: 97126433
Internet Transmission Date: Tue Nov 16 01:33:32 ET 2021
TEAS Stamp: USPTO/BAS-XXX.XX.XXX.XXX-202111160133322
10401-97126433-7813925659ae95f22b28b5878
29bef6aa59567eb5ef06a5e8a6f803cbba056dc5
e-CC-33310293-20211116010110885251