PSG PLANNING SOLUTIONS GROUP EXCEEDING EXPECTATIONS IN WEALTH MANAGEMENT - Trademark Details
Status: 702 - Section 8 & 15-Accepted And Acknowledged
Image for trademark with serial number 85613319
Serial Number
85613319
Registration Number
4281955
Word Mark
PSG PLANNING SOLUTIONS GROUP EXCEEDING EXPECTATIONS IN WEALTH MANAGEMENT
Status
702 - Section 8 & 15-Accepted And Acknowledged
Status Date
2019-03-06
Filing Date
2012-05-01
Registration Number
4281955
Registration Date
2013-01-29
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s) Typeset
Design Searches
260121, 260515, 260521, 260728, 261701, 261705, 261712 - Circles that are totally or partially shaded. Four or more triangles. Triangles that are completely or partially shaded. Miscellaneous designs with overall diamond shape, including letters forming or comprising a diamond. Straight line(s), band(s) or bar(s). Horizontal line(s), band(s) or bar(s). Chevrons and angles.
Published for Opposition Date
2012-11-13
Attorney Name
Abbey E Mateer
Law Office Assigned Location Code
L90
Employee Name
ROSSMAN, MARY JO
Statements
Indication of Colors claimed
The color(s) dark blue, gold and white is/are claimed as a feature of the mark.
Disclaimer with Predetermined Text
"PLANNING SOLUTIONS GROUP"
Description of Mark
The mark consists of the uppercase letters "PSG" in white on a blue circle within a white square, all within a blue bordered-diamond shape formed by four gold and white triangles; to the right is a gold horizontal line with the wording "PLANNING SOLUTIONS GROUP" in blue upper case above the line and the wording "EXCEEDING EXPECTATIONS IN WEALTH MANAGEMENT" in blue title case below the line.
Goods and Services
Business succession planning; Philanthropy consultation relating to taxation planning; Tax and taxation planning, advice, information and consultancy services
Goods and Services
Estate planning; Estate trust planning; Financial advice and consultancy services; Financial consultancy and insurance consultancy; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial planning and investment advisory services; Financial planning for retirement; Financial risk management consultation; Financial services, namely, wealth management services; Fund investment consultation; Insurance information and consultancy; Investment consultancy; Investment management of and distribution of annuities; Investment services, namely, asset acquisition, consultation, development and management services
Classification Information
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2012-05-08
Primary Code
035
First Use Anywhere Date
2012-04-03
First Use In Commerce Date
2012-04-03
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2012-05-08
Primary Code
036
First Use Anywhere Date
2001-01-01
First Use In Commerce Date
2001-01-01
Current Trademark Owners
Party Name
Planning Solutions Group, LLC
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
Planning Solutions Group, LLC
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Planning Solutions Group, LLC
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Planning Solutions Group, LLC
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Correspondences
Name
Abbey E Mateer
Address
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Trademark Events
Event DateEvent Description
2012-05-04NEW APPLICATION ENTERED IN TRAM
2012-05-08NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2012-05-09NOTICE OF DESIGN SEARCH CODE MAILED
2012-08-20ASSIGNED TO EXAMINER
2012-08-27PRIORITY ACTION WRITTEN
2012-08-27PRIORITY ACTION E-MAILED
2012-08-27NOTIFICATION OF PRIORITY ACTION E-MAILED
2012-09-19EXAMINERS AMENDMENT -WRITTEN
2012-09-19EXAMINERS AMENDMENT E-MAILED
2012-09-19NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
2012-09-19EXAMINER'S AMENDMENT ENTERED
2012-09-21APPROVED FOR PUB - PRINCIPAL REGISTER
2012-10-04ASSIGNED TO LIE
2012-10-05LAW OFFICE PUBLICATION REVIEW COMPLETED
2012-10-24NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2012-11-13PUBLISHED FOR OPPOSITION
2012-11-13OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2013-01-29REGISTERED-PRINCIPAL REGISTER
2018-01-29COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
2019-01-28TEAS SECTION 8 & 15 RECEIVED
2019-03-06CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2019-03-06REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
2019-03-06NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
2022-01-29COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED