USPTO serial 86478452
SAVVY SOCIAL SECURITY PLANNING
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jun 28, 2016
- Examiner
- DE JONGE, KATHLEEN
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
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Owner
New York, NY, US
New York, NY, US
New York, NY, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Phillip A. Rosenberg
Phillip A. Rosenberg KILPATRICK TOWNSEND & STOCKTON LLP3 Times Square28th FloorNEW YORK, NY 10036-7703Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Insurance and financial planning consultation services in the field of retirement planning; advisory services for retirement planning; financial advice and consultancy services; financial advisory and consultancy services, namely, counseling regarding social security elections; financial consultation in the field of social security elections; providing information regarding social security retirement income benefits to financial advisors via a website for use in providing said information to customers; providing a website featuring financial news and information to financial advisors for use in providing to customers financial news and information regarding social security retirement income benefits | ACTIVE | Nov 30, 2008 |
| 041 | Education services, namely, providing training and education to investment advisors and agents in the form of workshops, coaching, presentations, seminars and lectures in the fields of wealth management and retirement planning; education services, namely, providing non-downloadable webinars in the field of financial planning; educational services, namely, providing continuing professional education courses in the field of financial planning; providing online newsletters in the field of financial planning; providing non-downloadable educational materials in the nature of non-downloadable articles, non-downloadable reference pieces, non-downloadable presentation slides, non-downloadable reports, non-downloadable press releases, non-downloadable brochures, non-downloadable invitations, non-downloadable posters and non-downloadable email templates in the field of financial planning; providing non-downloadable educational materials in the nature of non-downloadable articles, non-downloadable reference pieces, non-downloadable presentation slides, non-downloadable reports, non-downloadable press releases, non-downloadable brochures, non-downloadable invitations, non-downloadable posters and non-downloadable email templates in the field of social security income and retirement benefits | ACTIVE | Nov 30, 2008 |
| 042 | Providing on-line non-downloadable software for calculating and analyzing social security benefits; providing temporary use of a web-based software application for providing customizable reports in the field of financial planning; providing non-downloadable educational software featuring instruction and training in the field of financial planning; providing non-downloadable educational software featuring instruction and training in the field of social security income and retirement benefits; software as a service (SaaS) services featuring software that runs algorithms for assisting clients in developing social security claiming strategies | ACTIVE | Sep 17, 2014 |
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 Horsesmouth LLC
- Other trademarks owned by Horsesmouth LLC
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- Other trademarks in Class 036
- Other trademarks in Class 041
- Other trademarks in Class 042
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Aug 19, 2026 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Aug 19, 2026 | 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. |
| Aug 19, 2026 | 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. |
| Aug 19, 2026 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jun 24, 2026 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Jun 28, 2025 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Jan 11, 2023 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Jan 11, 2023 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Jan 11, 2023 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jun 27, 2022 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Jun 28, 2021 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jun 28, 2016 | 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. |
| Apr 12, 2016 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Apr 12, 2016 | 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. |
| Mar 23, 2016 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Mar 4, 2016 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Feb 26, 2016 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Feb 26, 2016 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Feb 26, 2016 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Feb 26, 2016 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Feb 26, 2016 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Feb 3, 2016 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Feb 3, 2016 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Feb 3, 2016 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Dec 31, 2015 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Dec 31, 2015 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Dec 30, 2015 | NREV | NOTICE OF REVIVAL - E-MAILED | — |
| Dec 29, 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. |
| Dec 29, 2015 | PETG | PETITION TO REVIVE-GRANTED | — |
| Dec 29, 2015 | PROA | TEAS PETITION TO REVIVE RECEIVED | — |
| Jun 24, 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. |
| Jun 24, 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. |
| Jun 24, 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. |
| Jun 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. |
| Jun 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. |
| Jun 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. |
| Jun 21, 2015 | ZZZX | PREVIOUS ALLOWANCE COUNT WITHDRAWN | — |
| Jun 2, 2015 | PBCR | WITHDRAWN FROM PUB - OG REVIEW QUERY | — |
| May 20, 2015 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| May 15, 2015 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 15, 2015 | ZZZX | PREVIOUS ALLOWANCE COUNT WITHDRAWN | — |
| May 15, 2015 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 15, 2015 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| May 15, 2015 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| May 15, 2015 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| May 15, 2015 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| May 15, 2015 | ZZZX | PREVIOUS ALLOWANCE COUNT WITHDRAWN | — |
| May 12, 2015 | PBCR | WITHDRAWN FROM PUB - OG REVIEW QUERY | — |
| Apr 24, 2015 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Apr 20, 2015 | ALIE | ASSIGNED TO LIE | — |
| Mar 28, 2015 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 28, 2015 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Mar 28, 2015 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Mar 28, 2015 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Mar 28, 2015 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Mar 24, 2015 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 17, 2014 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 15, 2014 | NWAP | NEW APPLICATION ENTERED | — |