USPTO serial 88309031
PERSONAL CFO
Reviewed by CopyMark Law Group
Status 645Office Action
- Filing date
- Status date
- Registration date
- —
- Examiner
- REGAN, JOHN B
- Law office
- TMO LAW OFFICE 113
What this means
The USPTO has issued an Office Action on this application. A response is typically required before the deadline, or the application can be abandoned.
Need help with PERSONAL CFO?
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Current trademark owner
Get help with this Office Action, set up monitoring, or talk with CopyMark.
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Planned Financial Services LLC
Brecksville, OH, US
BRECKSVILLE, OH, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Louis Licata
Louis Licata GERTSBURG LICATA, CO., LPA600 EAST GRANGER ROADSUITE 200CLEVELAND, OH 44131Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial advisory and consultancy services, namely, retirement, estate planning, investment advisory, financial investment brokerage services, and financial consultation with a focus on integration with personal values and goals, namely family wealth governance and intergenerational wealth stewardship, including aligning family financial decisions and communication concerning wealth with shared values and purpose, planning for the financial preparedness of family members and beneficiaries to receive, manage, and steward wealth responsibly, planning purposeful lifetime and intergenerational transfers of wealth, integrating charitable-giving and philanthropic objectives, planning for the client's desired life and legacy following retirement or the sale or succession of a closely held business, and aligning financial strategies with clients' nonfinancial goals relating to life, family, personal purpose, and legacy | ACTIVE | Sep 1, 2000 |
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 |
|---|---|---|---|
| Oct 20, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Oct 20, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Oct 20, 2026 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Oct 19, 2026 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Oct 19, 2026 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Jul 20, 2026 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Jul 20, 2026 | 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. |
| Jul 20, 2026 | 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. |
| May 30, 2026 | RCCK | SUSPENSION CHECKED - TO ATTORNEY FOR ACTION | — |
| Oct 11, 2025 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| Oct 10, 2025 | RCCK | SUSPENSION CHECKED - TO ATTORNEY FOR ACTION | — |
| Apr 9, 2025 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| Oct 9, 2024 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| Mar 9, 2024 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| Feb 12, 2024 | RCCK | SUSPENSION CHECKED - TO ATTORNEY FOR ACTION | — |
| Aug 4, 2023 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| Aug 4, 2023 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| Jul 8, 2023 | RCCK | SUSPENSION CHECKED - TO ATTORNEY FOR ACTION | — |
| Dec 19, 2022 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| Nov 17, 2022 | RCCK | SUSPENSION CHECKED - TO ATTORNEY FOR ACTION | — |
| Jul 5, 2022 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 21, 2022 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| Feb 22, 2022 | RCCK | SUSPENSION CHECKED - TO ATTORNEY FOR ACTION | — |
| Jan 12, 2022 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Nov 10, 2021 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Nov 10, 2021 | 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 10, 2021 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jul 23, 2021 | GNS3 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | — |
| Jul 23, 2021 | GNSL | LETTER OF SUSPENSION E-MAILED | — |
| Jul 23, 2021 | CNSL | SUSPENSION LETTER WRITTEN | — |
| Jun 22, 2021 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 21, 2021 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 21, 2021 | 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 22, 2020 | 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. |
| Dec 22, 2020 | 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. |
| Dec 22, 2020 | 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. |
| Nov 28, 2020 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Nov 27, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Nov 27, 2020 | ERSI | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED | — |
| Jun 22, 2020 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| Dec 20, 2019 | GNS3 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | — |
| Dec 20, 2019 | GNSL | LETTER OF SUSPENSION E-MAILED | — |
| Dec 20, 2019 | CNSL | SUSPENSION LETTER WRITTEN | — |
| Nov 18, 2019 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Nov 18, 2019 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Nov 15, 2019 | ALIE | ASSIGNED TO LIE | — |
| Nov 8, 2019 | 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 8, 2019 | 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 8, 2019 | 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 8, 2019 | 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 1, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 13, 2019 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Feb 23, 2019 | NWAP | NEW APPLICATION ENTERED | — |