RESULTS-BASED FINANCIAL PLANNING - Trademark Details
Status: 700 - Registered
Serial Number
88030058
Registration Number
5743760
Word Mark
RESULTS-BASED FINANCIAL PLANNING
Status
700 - Registered
Status Date
2019-05-07
Filing Date
2018-07-09
Registration Number
5743760
Registration Date
2019-05-07
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2019-02-19
Attorney Name
Law Office Assigned Location Code
L20
Employee Name
CLAYTON, CHERYL A
Statements
Disclaimer with Predetermined Text
"FINANCIAL PLANNING"
Goods and Services
Financial advisory and consultancy services; Financial analysis and consultation; Financial consultation; Financial information and advisory services; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; On-line financial planning services; Providing a web site featuring personal financial information and financial advice; Providing a website featuring non-downloadable videos in the field of financial planning; Strategic financial advisory services; Providing a web site featuring financial information and financial advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
Goods and Services
Education in the field of finances, financial management, the acquisition of income and capital, and insurance rendered through correspondence courses; Education services, namely, providing lectures in the field of money, and consumer advice and insurance; Educational services, namely, conducting classes, seminars, conferences, workshops in the field of finances, financial management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance, and distribution of course and educational materials in connection therewith; Educational services, namely, developing training courses for others in the field of financial planning; Educational services, namely, conducting training courses in the field of financial planning and distribution of training materials in connection therewith; Educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the field of finances, financial management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance; Providing a website featuring resources, namely, a website featuring primarily non-downloadable publications in the nature of books, magazines, and brochures in the field of finances, financial management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance, and also featuring non-downloadable software for database management and word processing; Providing on-line training in the form of courses, seminars, and workshops in the field of finances, financial management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance; Training courses in strategic planning relating to the field of finances, financial management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance; Educational and entertainment services, namely, conducting seminars in the field of finances, financial management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance; entertainment services, namely, the provision of radio and television programs in the field of finances, financial management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance
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
2018-07-13
Primary Code
036
First Use Anywhere Date
2012-01-08
First Use In Commerce Date
2012-01-08
International Class
041 - Education; providing of training; entertainment; sporting and cultural activities. - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes
100, 101, 107
Class Status Code
6 - Active
Class Status Date
2018-07-13
Primary Code
041
First Use Anywhere Date
2012-01-08
First Use In Commerce Date
2012-01-08
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
BRITTANY J. MAXEY-FISHER
Address
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Prior Registrations
Relationship Type | Reel Number |
Prior Registration | 4259473 |
Trademark Events
Event Date | Event Description |
2018-07-12 | NEW APPLICATION ENTERED IN TRAM |
2018-07-13 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
2018-10-26 | ASSIGNED TO EXAMINER |
2018-10-30 | NON-FINAL ACTION WRITTEN |
2018-10-30 | NON-FINAL ACTION E-MAILED |
2018-10-30 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
2018-12-18 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
2018-12-18 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
2018-12-19 | TEAS/EMAIL CORRESPONDENCE ENTERED |
2018-12-20 | APPROVED FOR PUB - PRINCIPAL REGISTER |
2019-01-14 | ASSIGNED TO LIE |
2019-01-30 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
2019-02-19 | PUBLISHED FOR OPPOSITION |
2019-02-19 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
2019-04-24 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
2019-05-07 | REGISTERED-PRINCIPAL REGISTER |