USPTO serial 87015751
PLAN SMART RETIRE SMART
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jan 17, 2017
- Examiner
- POWERS, ALEXANDER L
- 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
GRAND HAVEN, MI, US
Grand Haven, MI, US
Grand Haven, MI, US
Grand Haven, MI, US
Grand Haven, MI, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial planning and investment advisory services; Financial planning for retirement; Investment advisory services | ACTIVE | Jun 1, 2009 |
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 STRATEGIC FINANCIAL GROUP LLC
- Other trademarks owned by IQ COMPANIES, LLC
- Other trademarks owned by Strategic Financial Group LLC
- Other trademarks owned by Strategic Financial Group LLC
- Other trademarks owned by Strategic Financial Group LLC
- Other trademarks in Class 036
- Similar marks named PLAN SMART RETIRE SMART
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Apr 28, 2026 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Apr 28, 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 28, 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. |
| Apr 28, 2026 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Feb 23, 2026 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Jan 17, 2026 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Jun 7, 2023 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Jun 7, 2023 | 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. |
| Jun 7, 2023 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Apr 5, 2023 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Dec 9, 2022 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Jan 17, 2022 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Dec 18, 2019 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jan 17, 2017 | 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. |
| Nov 1, 2016 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Nov 1, 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. |
| Oct 12, 2016 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Sep 22, 2016 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Sep 22, 2016 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Sep 22, 2016 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Sep 22, 2016 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Sep 22, 2016 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Aug 12, 2016 | GPRN | NOTIFICATION OF PRIORITY ACTION E-MAILED | A priority action is a type of Office Action the USPTO treats as time-sensitive. It usually means the examining attorney needs a specific response or amendment quickly — often relating to a foreign priority claim or a formal requirement. Respond within the stated deadline. |
| Aug 12, 2016 | GPRA | PRIORITY ACTION E-MAILED | A priority action is a type of Office Action the USPTO treats as time-sensitive. It usually means the examining attorney needs a specific response or amendment quickly — often relating to a foreign priority claim or a formal requirement. Respond within the stated deadline. |
| Aug 12, 2016 | CPRA | PRIORITY ACTION WRITTEN | A priority action is a type of Office Action the USPTO treats as time-sensitive. It usually means the examining attorney needs a specific response or amendment quickly — often relating to a foreign priority claim or a formal requirement. Respond within the stated deadline. |
| Aug 12, 2016 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 30, 2016 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Apr 30, 2016 | NWAP | NEW APPLICATION ENTERED | — |