USPTO serial 86880892
PERSONAL RETIREMENT PLAN
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jan 24, 2017
- Examiner
- CHANG, ELIZABETH YI HSUAN
- Law office
- TMO LAW OFFICE 115
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
Dallas, TX, US
Dallas, TX, US
PLANMEMBER FINANCIAL CORPORATION
Carpinteria, CA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Kristin B. Kosinski
Kristin B. Kosinski CISLO & THOMAS LLP2829 Townsgate Rd., Suite 330Westlake Village, CA 91361United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial advisory and consultancy services; Financial planning and investment advisory services; Financial planning, namely, providing executive-styled financial asset management for non-executives; Financial advice; Financial consultancy; Financial consultation; Financial planning; Financial planning consultation; Financial planning for retirement; Financial retirement plan consulting services | ACTIVE | Jan 1, 2015 |
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 Mercury Financial Group, LLC
- Other trademarks owned by Mercury Financial Group, LLC
- Other trademarks owned by PLANMEMBER FINANCIAL CORPORATION
- Other trademarks in Class 036
- Similar marks named PERSONAL RETIREMENT PLAN
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Nov 5, 2026 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Nov 5, 2026 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Nov 5, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Nov 5, 2026 | 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. |
| Nov 5, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Sep 18, 2026 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Jun 19, 2026 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Jun 19, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 19, 2026 | 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. |
| Jun 19, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jun 19, 2026 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jun 19, 2026 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jan 24, 2026 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Jul 26, 2023 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Jul 26, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jul 26, 2023 | 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. |
| Jul 26, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jul 26, 2023 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jul 26, 2023 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Dec 22, 2022 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Dec 22, 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. |
| Dec 22, 2022 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jun 30, 2022 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Mar 9, 2022 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jan 24, 2022 | TMBN | TTAB RELEASE CASE TO TRADEMARKS | — |
| Jan 24, 2022 | CANT | CANCELLATION TERMINATED NO. 999999 | — |
| Jan 24, 2022 | CAND | CANCELLATION DENIED NO. 999999 | — |
| Jan 24, 2022 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jun 9, 2021 | PETC | CANCELLATION INSTITUTED NO. 999999 | — |
| Jan 24, 2017 | 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. |
| Dec 19, 2016 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Nov 22, 2016 | ALIE | ASSIGNED TO LIE | — |
| Nov 9, 2016 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Nov 9, 2016 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Nov 9, 2016 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Nov 9, 2016 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Nov 9, 2016 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Nov 4, 2016 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Nov 4, 2016 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Nov 4, 2016 | 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. |
| May 11, 2016 | 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 11, 2016 | 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 11, 2016 | 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. |
| May 5, 2016 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 25, 2016 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jan 23, 2016 | NWAP | NEW APPLICATION ENTERED | — |