PROFESSIONAL PLANNING COORDINATION SERVICE - Trademark Details
Status: 700 - Registered
Serial Number
86276403
Registration Number
4906343
Word Mark
PROFESSIONAL PLANNING COORDINATION SERVICE
Status
700 - Registered
Status Date
2016-02-23
Filing Date
2014-05-08
Registration Number
4906343
Registration Date
2016-02-23
Mark Drawing
4000 - Standard character mark
Typeset
Attorney Name
Law Office Assigned Location Code
N10
Employee Name
KELLY, JOHN M
Statements
Disclaimer with Predetermined Text
"PLANNING COORDINATION SERVICE"
Goods and Services
Business administration services for attorneys, certified public accountants, and registered investment advisors, namely, planning coordination services in the nature of back-office administrative services that facilitate organizing, gathering, aggregating, and uploading of the financial materials of the clients of attorneys, certified public accountants, and registered investment advisors; Business administration services for attorneys, certified public accountants, and registered investment advisors, namely, client planning coordination services pertaining to third-party deliverables and client planning meetings that pertain to gathering, aggregating, organizing and managing of information and materials to enhance client planning efforts, document and asset tracking, and portfolio performance reporting; Business administration services for attorneys, certified public accountants, and registered investment advisors, namely, providing client planning coordination services related to meeting agendas with client's advisors' notes and supporting materials for use in client planning meetings via a specifically tailored planning meeting binder; Business administration services for attorneys, certified public accountants, and registered investment advisors, namely, providing client planning coordination services related to conducting meetings with clients and clients' advisors to review the deliverables; Business administration services for attorneys, certified public accountants, and registered investment advisors, namely, providing client planning coordination services related to secure cloud-based document vaults for access at any time by the clients and their pre-approved advisors to specific client materials; Business administration services for attorneys, certified public accountants, and registered investment advisors, namely, providing client planning coordination services related to the preparation of a client planning meeting binders that contain: client planning meeting agendas, advisor notes, judgments, observations, and/or recommendations on planning topics assigned to each specific advisor, and supplemental advisor planning documents; Business administration services for attorneys, certified public accountants, and registered investment advisors, namely, providing client planning coordination services related to conducting up to four planning meetings per year for clients and client's advisors participation; Business administration services for attorneys, certified public accountants, and registered investment advisors, namely, providing client planning coordination services related to client portals that give clients direct access at any time to their document vault, investment portfolio, investment returns, financial plan or business plan, as well as to client's personal third-party web applications
Classification Information
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2014-05-21
Primary Code
035
First Use Anywhere Date
2011-09-00
First Use In Commerce Date
2011-09-00
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
Please log in with your Justia account to see this address.
Trademark Owner History
Correspondences
Name
Nicholas J. Gingo
Address
Please log in with your Justia account to see this address.
Trademark Events
Event Date | Event Description |
2014-05-21 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
2014-08-21 | ASSIGNED TO EXAMINER |
2014-09-10 | NON-FINAL ACTION WRITTEN |
2014-09-10 | NON-FINAL ACTION E-MAILED |
2014-09-10 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
2015-03-10 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
2015-03-10 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
2015-03-11 | TEAS/EMAIL CORRESPONDENCE ENTERED |
2015-05-21 | NON-FINAL ACTION WRITTEN |
2015-05-21 | NON-FINAL ACTION E-MAILED |
2015-05-21 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
2015-11-17 | EXAMINERS AMENDMENT -WRITTEN |
2015-11-17 | EXAMINERS AMENDMENT E-MAILED |
2015-11-17 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
2015-11-17 | EXAMINER'S AMENDMENT ENTERED |
2015-11-17 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
2016-01-19 | ASSIGNED TO LIE |
2016-01-20 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
2016-02-23 | REGISTERED-SUPPLEMENTAL REGISTER |
2021-02-23 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
2021-08-30 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
2021-08-30 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
2021-08-30 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
2021-11-30 | TEAS SECTION 8 RECEIVED |