USPTO serial 86276403
PROFESSIONAL PLANNING COORDINATION SERVICE
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Feb 23, 2016
- Examiner
- KELLY, JOHN M
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 800 means the registration was renewed after acceptable combined Section 8 and Section 9 filings. The mark remains registered for another 10-year term with active federal protection. Calendar the next Section 8 and 9 deadline in 10 years and maintain monitoring.
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Owner
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Business administration services for attorneys, certified public accountants, and registered investment advisors, namely, planning coordination services in the nature of back-office administrative services that facilitate organizing, gathering, aggregating, and uploading of the financial materials of the clients of attorneys, certified public accountants, and registered investment advisors; Business administration services for attorneys, certified public accountants, and registered investment advisors, namely, client planning coordination services pertaining to third-party deliverables and client planning meetings that pertain to gathering, aggregating, organizing and managing of information and materials to enhance client planning efforts, document and asset tracking, and portfolio performance reporting; Business administration services for attorneys, certified public accountants, and registered investment advisors, namely, providing client planning coordination services related to meeting agendas with client's advisors' notes and supporting materials for use in client planning meetings via a specifically tailored planning meeting binder; Business administration services for attorneys, certified public accountants, and registered investment advisors, namely, providing client planning coordination services related to conducting meetings with clients and clients' advisors to review the deliverables; Business administration services for attorneys, certified public accountants, and registered investment advisors, namely, providing client planning coordination services related to secure cloud-based document vaults for access at any time by the clients and their pre-approved advisors to specific client materials; Business administration services for attorneys, certified public accountants, and registered investment advisors, namely, providing client planning coordination services related to the preparation of a client planning meeting binders that contain: client planning meeting agendas, advisor notes, judgments, observations, and/or recommendations on planning topics assigned to each specific advisor, and supplemental advisor planning documents; Business administration services for attorneys, certified public accountants, and registered investment advisors, namely, providing client planning coordination services related to conducting up to four planning meetings per year for clients and client's advisors participation; Business administration services for attorneys, certified public accountants, and registered investment advisors, namely, providing client planning coordination services related to client portals that give clients direct access at any time to their document vault, investment portfolio, investment returns, financial plan or business plan, as well as to client's personal third-party web applications | ACTIVE | — |
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 PINNACLE PROFESSIONAL ADVISERS, INC.
- Other trademarks owned by PINNACLE PROFESSIONAL ADVISERS, INC.
- Other trademarks in Class 035
- Similar marks named PROFESSIONAL PLANNING COORDINATION SERVICE
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Sep 30, 2025 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Sep 30, 2025 | 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. |
| Sep 30, 2025 | 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. |
| Sep 30, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jun 5, 2025 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Feb 23, 2025 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| May 7, 2022 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| May 7, 2022 | 8.OK | REGISTERED - SEC. 8 (6-YR) ACCEPTED | The USPTO accepted your Section 8 declaration showing the mark is still in use in commerce (or excusable nonuse). This satisfies the six-year maintenance requirement and keeps the registration active until the next renewal deadline. |
| May 7, 2022 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Nov 30, 2021 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Aug 30, 2021 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Aug 30, 2021 | 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. |
| Aug 30, 2021 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Feb 23, 2021 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Feb 23, 2016 | R.SR | REGISTERED-SUPPLEMENTAL REGISTER | Your mark is registered on the Supplemental Register, which is available for marks that are not yet distinctive enough for the Principal Register but can still identify a source. Protection is more limited than Principal Register registration but can later support a Principal Register application. |
| Jan 20, 2016 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Jan 19, 2016 | ALIE | ASSIGNED TO LIE | — |
| Nov 17, 2015 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Nov 17, 2015 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Nov 17, 2015 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Nov 17, 2015 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Nov 17, 2015 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| May 21, 2015 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-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. |
| May 21, 2015 | GNRT | NON-FINAL ACTION E-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. |
| May 21, 2015 | CNRT | NON-FINAL ACTION WRITTEN | 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. |
| Mar 11, 2015 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 10, 2015 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 10, 2015 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | 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. |
| Sep 10, 2014 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-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. |
| Sep 10, 2014 | GNRT | NON-FINAL ACTION E-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. |
| Sep 10, 2014 | CNRT | NON-FINAL ACTION WRITTEN | 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. |
| Aug 21, 2014 | DOCK | ASSIGNED TO EXAMINER | — |
| May 21, 2014 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |