USPTO serial 88124094
PLANNING MADE SIMPLE
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- May 21, 2019
- Examiner
- THOMAS, AMY E
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
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Current trademark owner
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File a new U.S. trademark application, or speak with our attorneys.
Owner
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial consultation in the field of taxes; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, wealth management services; Financial administration of employee pension plans; Financial administration of retirement plans; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial information and advisory services; Financial management of employee pension plans; Financial portfolio management; Financial portfolio analysis services; Financial restructuring services; Financial retirement plan consulting services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, mortgage planning; Financial trust planning; Advice on finance during retirement; Financial asset management; On-line financial planning services; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Strategic financial advisory 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.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| May 23, 2024 | PUM1 | OFFICE ACTION ISSUED POU1 | — |
| May 22, 2024 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| May 21, 2024 | ES8R | TEAS SECTION 8 RECEIVED | — |
| May 21, 2024 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| May 21, 2019 | 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. |
| Mar 5, 2019 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Mar 5, 2019 | 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. |
| Feb 13, 2019 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jan 22, 2019 | ALIE | ASSIGNED TO LIE | — |
| Jan 10, 2019 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jan 10, 2019 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jan 10, 2019 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jan 5, 2019 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jan 5, 2019 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jan 5, 2019 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Jan 5, 2019 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jan 5, 2019 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Dec 31, 2018 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 26, 2018 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Sep 22, 2018 | NWAP | NEW APPLICATION ENTERED | — |