USPTO serial 74425397
THE SMART PLAN
Reviewed by CopyMark Law Group
Reg. 1949947Status 710
- Filing date
- Status date
- Registration date
- Jan 23, 1996
- Examiner
- MOSKOWITZ SIDNEY I
- Law office
- GENERIC WEB UPDATE
What this means
Status 710 means the registration was cancelled because a required Section 8 declaration of continued use was not filed within the deadline (including any grace period). The federal registration is no longer active. Evaluate filing a new application if you still use the mark, or petition if cancellation was erroneous. Consult counsel on remaining common-law rights.
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Owner
EDELMAN FINANCIAL ENGINES, LLC
SUNNYVALE, CA, US
EDELMAN FINANCIAL SERVICES, INC.
Fairfax, VA, US
EDELMAN FINANCIAL SERVICES, LLC
FAIRFAX, VA, US
EDELMAN FINANCIAL SERVICES, LLC
FAIRFAX, VA, US
EDELMAN FINANCIAL SERVICES, INC.
Fairfax, VA, US
EDELMAN FINANCIAL SERVICES, INC.
Fairfax, VA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Andrew G. Colombo
Andrew G. Colombo HOVEY WILLIAMS LLP10801 Mastin Blvd., Suite 1000OVERLAND PARK, KS 66210UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | financial investment for others in the fields of securities, mutual funds and annuities | SECTION 8 - CANCELLED | — |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by EDELMAN FINANCIAL ENGINES, LLC
- Other trademarks owned by EDELMAN FINANCIAL SERVICES, INC.
- Other trademarks owned by EDELMAN FINANCIAL SERVICES, LLC
- Other trademarks owned by EDELMAN FINANCIAL SERVICES, LLC
- Other trademarks owned by EDELMAN FINANCIAL SERVICES, INC.
- Other trademarks owned by EDELMAN FINANCIAL SERVICES, INC.
- Other trademarks in Class 036
- Similar marks named THE SMART PLAN
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Aug 7, 2026 | CAEX | CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9 | — |
| Jul 8, 2026 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Jul 8, 2026 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Jan 23, 2025 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Apr 15, 2019 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Apr 15, 2019 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Feb 13, 2019 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jul 25, 2018 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Dec 13, 2017 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Mar 31, 2016 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Mar 31, 2016 | RNL2 | REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| Mar 31, 2016 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| Mar 31, 2016 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jan 22, 2016 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Jan 13, 2016 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Nov 7, 2012 | CORV | REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED | — |
| Oct 3, 2012 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Sep 13, 2012 | PAPER RECEIVED | — | |
| Aug 15, 2011 | CFIT | CASE FILE IN TICRS | — |
| Jul 14, 2011 | CFIT | CASE FILE IN TICRS | — |
| Jul 11, 2011 | CFIT | CASE FILE IN TICRS | — |
| Oct 7, 2009 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Sep 30, 2009 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Aug 21, 2006 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Aug 21, 2006 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Dec 1, 2005 | RNL1 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| Dec 1, 2005 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| Dec 1, 2005 | PLGL | ASSIGNED TO PARALEGAL | — |
| Apr 28, 2005 | 89AF | REGISTERED - COMBINED SECTION 8 (10-YR) & SEC. 9 FILED | — |
| Apr 28, 2005 | PAPER RECEIVED | — | |
| Dec 4, 2001 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Sep 14, 2001 | 815F | REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED | — |
| Jan 23, 1996 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Oct 4, 1994 | ETOF | EXTENSION OF TIME TO OPPOSE RECEIVED | — |
| Aug 30, 1994 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Jul 29, 1994 | NPUB | NOTICE OF PUBLICATION | — |
| May 2, 1994 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 18, 1994 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 14, 1994 | CNRT | NON-FINAL ACTION MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Nov 22, 1993 | DOCK | ASSIGNED TO EXAMINER | — |