ESSENTIAL PLANNERS - Trademark Details
Status: 700 - Registered
Image for trademark with serial number 87626811
Serial Number
87626811
Registration Number
5474381
Word Mark
ESSENTIAL PLANNERS
Status
700 - Registered
Status Date
2018-05-22
Filing Date
2017-09-28
Registration Number
5474381
Registration Date
2018-05-22
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s) Typeset
Design Searches
050325, 261701, 261705 - Other leaves. Straight line(s), band(s) or bar(s). Horizontal line(s), band(s) or bar(s).
Published for Opposition Date
2018-03-06
Attorney Name
Barry F. Soalt
Law Office Assigned Location Code
L50
Employee Name
BUTTON, JENNIFER JO
Statements
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Disclaimer with Predetermined Text
"PLANNERS"
Description of Mark
The mark consists of the word "ESSENTIAL" on a first line; the word "PLANNERS" on the second line below having a horizontal line to the left of "PLANNERS" and a horizontal line to the right side with the right end becoming a stylized leaf design.
Goods and Services
Financial advisory and consulting services in the fields of financial planning, investment management, wealth management, financial asset management, financial retirement plan consulting services, spending plan optimization, social security and Medicare planning, estate planning, debt advisory services, debt management consultation, contingency planning, planned giving for non-profit and charitable organizations, and financial planning for higher education
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
2017-10-04
Primary Code
036
First Use Anywhere Date
2017-01-01
First Use In Commerce Date
2017-01-01
Current Trademark Owners
Party Name
Essential Planning Services, LLC
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Trademark Owner History
Party Name
Essential Planning Services, LLC
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Party Name
Essential Planning Services, LLC
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Party Name
Essential Planning Services, 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
BARRY F. SOALT
Address
Please log in with your Justia account to see this address.
Prior Registrations
Relationship TypeReel Number
Prior Registration3499639
Trademark Events
Event DateEvent Description
2017-10-02NEW APPLICATION ENTERED IN TRAM
2017-10-04NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2017-10-05NOTICE OF DESIGN SEARCH CODE E-MAILED
2018-01-05ASSIGNED TO EXAMINER
2018-01-17NON-FINAL ACTION WRITTEN
2018-01-17NON-FINAL ACTION E-MAILED
2018-01-17NOTIFICATION OF NON-FINAL ACTION E-MAILED
2018-01-17EXAMINERS AMENDMENT -WRITTEN
2018-01-17EXAMINERS AMENDMENT E-MAILED
2018-01-17NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
2018-01-17EXAMINER'S AMENDMENT ENTERED
2018-01-17APPROVED FOR PUB - PRINCIPAL REGISTER
2018-01-26ASSIGNED TO LIE
2018-02-14NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2018-03-06PUBLISHED FOR OPPOSITION
2018-03-06OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2018-05-22REGISTERED-PRINCIPAL REGISTER