PERSONAL CFO - Trademark Details
Status: 653 - Suspension Letter - Mailed
Image for trademark with serial number 88309031
Serial Number
88309031
Word Mark
PERSONAL CFO
Status
653 - Suspension Letter - Mailed
Status Date
2021-07-23
Filing Date
2019-02-20
Mark Drawing
4000 - Standard character mark Typeset
Attorney Name
Louis Licata
Law Office Assigned Location Code
M40
Employee Name
TRATOS, MARK STEVEN
Statements
Concurrent Use Statement
In connection with TTAB proceeding 91254092, limited to the area comprising the states of ARIZONA COLORADO FLORIDA GEORGIA ILLINOIS INDIANA KENTUCKY LOUISIANA MICHIGAN MINNESOTA NORTH CAROLINA NEW YORK OHIO PENNSYLVANIA SOUTH CAROLINA SOUTH DAKOTA TEXAS VIRGINIA WASHINGTON and territory of VIRGIN ISLANDS,
Concurrent Use Statement
Applicant's date of first use in commerce (September 1, 2000) is prior to the filing date of pending application 88273116 (Jan. 23, 2019). (Please see full response for additional details.)
Goods and Services
Financial advisory and consultancy services in the fields of retirement, estate planning, financing services and advice, financial management, cash management, investment advisory, financial investment brokerage services, and financial consultation with a focus on integration with personal values and goals
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
2019-03-13
Primary Code
036
First Use Anywhere Date
2000-09-01
First Use In Commerce Date
2000-09-01
Current Trademark Owners
Party Name
PFS IP HOLDINGS LLC
Party Type
11 - 1st New Owner Before Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
PFS IP HOLDINGS LLC
Party Type
11 - 1st New Owner Before Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Planned Financial Services LLC
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
Louis Licata
Address
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Trademark Events
Event DateEvent Description
2019-02-23NEW APPLICATION ENTERED IN TRAM
2019-03-13NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2019-05-01ASSIGNED TO EXAMINER
2019-05-08NON-FINAL ACTION WRITTEN
2019-05-08NON-FINAL ACTION E-MAILED
2019-05-08NOTIFICATION OF NON-FINAL ACTION E-MAILED
2019-11-08TEAS RESPONSE TO OFFICE ACTION RECEIVED
2019-11-15ASSIGNED TO LIE
2019-11-18CORRESPONDENCE RECEIVED IN LAW OFFICE
2019-11-18TEAS/EMAIL CORRESPONDENCE ENTERED
2019-12-20SUSPENSION LETTER WRITTEN
2019-12-20LETTER OF SUSPENSION E-MAILED
2019-12-20NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
2020-06-22REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
2020-11-27TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
2020-11-27CORRESPONDENCE RECEIVED IN LAW OFFICE
2020-11-28TEAS/EMAIL CORRESPONDENCE ENTERED
2020-12-22NON-FINAL ACTION WRITTEN
2020-12-22NON-FINAL ACTION E-MAILED
2020-12-22NOTIFICATION OF NON-FINAL ACTION E-MAILED
2021-06-21TEAS RESPONSE TO OFFICE ACTION RECEIVED
2021-06-21CORRESPONDENCE RECEIVED IN LAW OFFICE
2021-06-22TEAS/EMAIL CORRESPONDENCE ENTERED
2021-07-23SUSPENSION LETTER WRITTEN
2021-07-23LETTER OF SUSPENSION E-MAILED
2021-07-23NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
2021-11-10TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2021-11-10ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2021-11-10TEAS CHANGE OF CORRESPONDENCE RECEIVED
2022-01-12AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP