USPTO serial 86977841
SAVVY IRA PLANNING
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Feb 16, 2016
- Examiner
- DE JONGE, KATHLEEN
- Law office
- —
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
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 |
|---|---|---|---|
| 009 | [ Downloadable educational materials in the field of financial planning; [ downloadable brochures and multimedia materials in the nature of cds in the field of financial planning; ] downloadable informational materials regarding IRA planning and retirement benefits; downloadable electronic newsletters in the field of financial planning; downloadable webinars in the field of financial planning ] | SECTION 8 - CANCELLED | Oct 28, 2014 |
| 016 | Printed educational materials in the field of financial planning; printed brochures in the field of financial planning; printed informational materials regarding IRA planning and retirement benefits; newsletters in the field of financial planning | ACTIVE | Oct 28, 2014 |
| 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 IRA planning; financial consultation in the field of IRA planning | ACTIVE | Oct 28, 2014 |
| 041 | Education services, namely, providing training and education to investment advisors and agents in the form of workshops, 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 information regarding IRA planning 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 IRA 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 IRA planning and retirement benefits | ACTIVE | Oct 28, 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 041
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Apr 18, 2026 | NP89 | NOTICE OF ACCEPTANCE OF PARTIAL SEC. 8 & 9 EMAILED | — |
| Apr 18, 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. |
| Apr 18, 2026 | 9G8P | REGISTERED - SEC. 9 GRANTED/CHECK RECORD FOR SEC. 8 | — |
| Apr 18, 2026 | 8PRT | REGISTERED - PARTIAL SEC. 8 (10-YR) ACCEPTED | — |
| Apr 18, 2026 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Feb 11, 2026 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Feb 16, 2025 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Jul 29, 2022 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Jul 29, 2022 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Jul 29, 2022 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Feb 15, 2022 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Feb 16, 2021 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Feb 16, 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. |
| Jan 14, 2016 | DP1B | 1(B) BASIS DELETED; PROCEED TO REGISTRATION | — |
| Nov 20, 2015 | IUCN | NOTICE OF ALLOWANCE CANCELLED | — |
| Nov 20, 2015 | DPCC | DIVISIONAL PROCESSING COMPLETE | — |
| Nov 20, 2015 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Oct 30, 2015 | DRRR | DIVISIONAL REQUEST RECEIVED | — |
| Oct 30, 2015 | ERTD | TEAS REQUEST TO DIVIDE RECEIVED | — |
| Jul 21, 2015 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| May 26, 2015 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| May 26, 2015 | 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. |
| May 6, 2015 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Apr 21, 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 | — |