BALANCED PLAN FINANCIAL - Trademark Details
Status: 700 - Registered
Serial Number
86328930
Registration Number
4891240
Word Mark
BALANCED PLAN FINANCIAL
Status
700 - Registered
Status Date
2016-01-26
Filing Date
2014-07-04
Registration Number
4891240
Registration Date
2016-01-26
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2015-11-10
Attorney Name
Law Office Assigned Location Code
L80
Employee Name
BESCH, JAY C
Statements
Disclaimer with Predetermined Text
"PLAN FINANCIAL"
Goods and Services
Financial planning and investment advisory services; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Insurance agencies in the field of life, disability, long term care, fixed annuities, indexed annuities; Providing financial consultation services to business owners regarding business continuity and succession issues
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
2014-07-10
Primary Code
036
First Use Anywhere Date
2014-06-05
First Use In Commerce Date
2014-06-30
Current Trademark Owners
Party Name
Trademark Owner Name
Party Type
30 - Original Registrant
Legal Entity Type
01 - Individual
Address
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Trademark Owner History
Party Name
Trademark Owner Name
Party Type
30 - Original Registrant
Legal Entity Type
01 - Individual
Address
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Party Name
Trademark Owner Name
Party Type
20 - Owner at Publication
Legal Entity Type
01 - Individual
Address
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Party Name
Trademark Owner Name
Party Type
10 - Original Applicant
Legal Entity Type
01 - Individual
Address
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Correspondences
Name
MICHAEL L. LOVITZ
Address
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Trademark Events
| Event Date | Event Description |
| 2014-07-08 | NEW APPLICATION ENTERED IN TRAM |
| 2014-07-10 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2014-10-15 | ASSIGNED TO EXAMINER |
| 2014-10-21 | NON-FINAL ACTION WRITTEN |
| 2014-10-21 | NON-FINAL ACTION E-MAILED |
| 2014-10-21 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2015-05-19 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE |
| 2015-05-19 | ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND |
| 2015-07-20 | TEAS PETITION TO REVIVE RECEIVED |
| 2015-07-20 | PETITION TO REVIVE-GRANTED |
| 2015-07-20 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2015-07-20 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2015-07-21 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2015-07-21 | NOTICE OF REVIVAL - E-MAILED |
| 2015-09-04 | EXAMINERS AMENDMENT -WRITTEN |
| 2015-09-04 | EXAMINERS AMENDMENT E-MAILED |
| 2015-09-04 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| 2015-09-04 | EXAMINER'S AMENDMENT ENTERED |
| 2015-09-04 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2015-10-01 | ASSIGNED TO LIE |
| 2015-10-05 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| 2015-10-21 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 2015-11-10 | PUBLISHED FOR OPPOSITION |
| 2015-11-10 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 2015-12-30 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 2016-01-26 | REGISTERED-PRINCIPAL REGISTER |
| 2021-01-26 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
