POWERED BY PLANNING - Trademark Details
Status: 700 - Registered
Serial Number
86759924
Registration Number
4985407
Word Mark
POWERED BY PLANNING
Status
700 - Registered
Status Date
2016-06-21
Filing Date
2015-09-17
Registration Number
4985407
Registration Date
2016-06-21
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2016-02-09
Attorney Name
Law Office Assigned Location Code
M70
Employee Name
AWRICH, ELLEN
Statements
Goods and Services
Advice relating to investments; Advisory services relating to credit and debit control, investment, grants and financing of loans; Arranging of loans; Banking and financing services; Banking consultation; Capital investment consulting; Capital investment services; Consultancy of capital investment; Consulting and information concerning insurance; Credit and financial consultation; Estate planning; Estate trust management; Estate trust planning; Fiduciary representatives; Fiduciary services, namely, fiduciary representative services; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial management; Financial planning; Financial planning for retirement; Financial portfolio management; 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; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Financial trust administration; Financial trust planning; Foreign exchange information services; Foreign exchange transactions; Information, advisory, consultancy and research services relating to finance and investments; Insurance and financial information and consultancy services; Investment advisory services; Investment banking services; Investment consultancy; Investment management; Investment of funds; Investment of funds for others; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of private equity funds; Management of securities portfolios; Money wiring services; Private equity consultant services; Providing financial information; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in insurance matters; Providing information in the field of finance; Providing information in the field of personal finance; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Trust management accounts; Trust services, namely, investment and trust company services
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
2015-09-21
Primary Code
036
First Use Anywhere Date
2015-09-04
First Use In Commerce Date
2015-09-04
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
Steven C. Sereboff
Address
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Trademark Events
Event Date | Event Description |
2015-09-21 | NEW APPLICATION ENTERED IN TRAM |
2015-09-21 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
2016-01-05 | ASSIGNED TO EXAMINER |
2016-01-05 | APPROVED FOR PUB - PRINCIPAL REGISTER |
2016-01-20 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
2016-02-09 | PUBLISHED FOR OPPOSITION |
2016-02-09 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
2016-04-05 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
2016-04-14 | TEAS STATEMENT OF USE RECEIVED |
2016-05-16 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
2016-04-14 | USE AMENDMENT FILED |
2016-05-16 | STATEMENT OF USE PROCESSING COMPLETE |
2016-05-17 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
2016-05-18 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
2016-06-21 | REGISTERED-PRINCIPAL REGISTER |
2021-06-21 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
2021-11-16 | TEAS SECTION 8 & 15 RECEIVED |