LUMP SUM & THEN SUM RETIREMENT PLANNINGSOFTWARE - Trademark Details
Status: 700 - Registered
Image for trademark with serial number 87310674
Serial Number
87310674
Registration Number
5880465
Word Mark
LUMP SUM & THEN SUM RETIREMENT PLANNINGSOFTWARE
Status
700 - Registered
Status Date
2019-10-08
Filing Date
2017-01-23
Registration Number
5880465
Registration Date
2019-10-08
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s) Typeset
Design Searches
241703, 270305 - Dollar symbol ($). Representations of objects forming letters or numerals, including punctuation.
Published for Opposition Date
2017-07-04
Attorney Name
Susan A. Russell
Law Office Assigned Location Code
N30
Employee Name
MURRAY, GEORGE WILLIAM
Statements
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Disclaimer with Predetermined Text
"RETIREMENT PLANNING SOFTWARE"
Description of Mark
The mark consists of the stacked stylized words "LUMP SUM" with the letter "S" depicted as a stylized dollar sign in a circle. To the right is an ampersand followed by the stacked stylized words "THEN SUM". Beneath all of these elements is the stylized words "RETIREMENT PLANNING SOFTWARE" inside a rectangle.
Goods and Services
downloadable retirement planning software
Goods and Services
Providing downloadable retirement planning software
Pseudo Mark
LUMP SUM AND THEN SUM RETIREMENT PLANNING SOFTWARE
Classification Information
International Class
009 - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus. - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus.
US Class Codes
021, 023, 026, 036, 038
Class Status Code
6 - Active
Class Status Date
2017-01-27
Primary Code
009
First Use Anywhere Date
2019-05-28
First Use In Commerce Date
2019-05-28
Current Trademark Owners
Party Name
JC&AOH LLC
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
JC&AOH LLC
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
JC&AOH LLC
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
JC&AOH LLC
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
SUSAN A. RUSSELL
Address
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Trademark Events
Event DateEvent Description
2017-01-26NEW APPLICATION ENTERED IN TRAM
2017-01-27NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2017-01-28NOTICE OF DESIGN SEARCH CODE E-MAILED
2017-04-18ASSIGNED TO EXAMINER
2017-04-20EXAMINERS AMENDMENT -WRITTEN
2017-04-20EXAMINERS AMENDMENT E-MAILED
2017-04-20NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
2017-04-20EXAMINER'S AMENDMENT ENTERED
2017-04-24APPROVED FOR PUB - PRINCIPAL REGISTER
2017-06-14NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2017-07-04PUBLISHED FOR OPPOSITION
2017-07-04OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2017-08-29NOA E-MAILED - SOU REQUIRED FROM APPLICANT
2018-01-23TEAS EXTENSION RECEIVED
2018-01-23EXTENSION 1 FILED
2018-01-23EXTENSION 1 GRANTED
2018-01-25NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
2018-07-11TEAS EXTENSION RECEIVED
2018-07-11EXTENSION 2 FILED
2018-07-11EXTENSION 2 GRANTED
2018-07-13NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
2019-01-03TEAS EXTENSION RECEIVED
2019-01-03EXTENSION 3 FILED
2019-01-03EXTENSION 3 GRANTED
2019-01-05NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
2019-05-28TEAS STATEMENT OF USE RECEIVED
2019-06-07CASE ASSIGNED TO INTENT TO USE PARALEGAL
2019-05-28USE AMENDMENT FILED
2019-06-07STATEMENT OF USE PROCESSING COMPLETE
2019-06-07SU - NON-FINAL ACTION - WRITTEN
2019-06-07NON-FINAL ACTION E-MAILED
2019-06-07NOTIFICATION OF NON-FINAL ACTION E-MAILED
2019-08-02TEAS RESPONSE TO OFFICE ACTION RECEIVED
2019-08-09ASSIGNED TO LIE
2019-08-10CORRESPONDENCE RECEIVED IN LAW OFFICE
2019-08-10TEAS/EMAIL CORRESPONDENCE ENTERED
2019-08-12SU-EXAMINER'S AMENDMENT WRITTEN
2019-08-12EXAMINERS AMENDMENT E-MAILED
2019-08-12NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
2019-08-12EXAMINER'S AMENDMENT ENTERED
2019-09-04ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
2019-09-05NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
2019-10-08REGISTERED-PRINCIPAL REGISTER