TAKING PLANNING PERSONALLY - Trademark Details
Status: 700 - Registered
Serial Number
87257079
Registration Number
5240896
Word Mark
TAKING PLANNING PERSONALLY
Status
700 - Registered
Status Date
2017-07-11
Filing Date
2016-12-05
Registration Number
5240896
Registration Date
2017-07-11
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2017-04-25
Attorney Name
Law Office Assigned Location Code
M50
Employee Name
NEVILLE, JAMES B
Statements
Goods and Services
Financial services, namely, advice relating to investments, asset management, and cash management; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; personalized portfolio offerings comprised of both separate accounts and mutual funds for equity and fixed income investment; investment advisory services; investment of funds for others; distribution of shares of investment companies and other pooled investment vehicles, namely, mutual funds and variable insurance funds; distribution of retirement, life insurance, disability and variable annuity products; insurance brokerage
Classification Information
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
2016-12-09
Primary Code
036
First Use Anywhere Date
2015-06-03
First Use In Commerce Date
2015-06-03
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
AMY BROZENIC
Address
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Trademark Events
| Event Date | Event Description |
| 2016-12-08 | NEW APPLICATION ENTERED IN TRAM |
| 2016-12-09 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2017-03-08 | ASSIGNED TO EXAMINER |
| 2017-03-10 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2017-04-05 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 2017-04-25 | PUBLISHED FOR OPPOSITION |
| 2017-04-25 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 2017-07-11 | REGISTERED-PRINCIPAL REGISTER |
| 2020-06-05 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2020-07-23 | REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED |
