SAVVY IRA PLANNING - Trademark Details
Status: 700 - Registered
Serial Number
86977841
Registration Number
4902063
Word Mark
SAVVY IRA PLANNING
Status
700 - Registered
Status Date
2016-02-16
Filing Date
2014-12-11
Registration Number
4902063
Registration Date
2016-02-16
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2015-05-26
Attorney Name
Law Office Assigned Location Code
L70
Employee Name
DE JONGE, KATHLEEN RUS
Statements
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Disclaimer with Predetermined Text
"IRA PLANNING"
Goods and Services
Downloadable educational materials in the field of financial planning; downloadable brochures and multimedia materials in the nature of cds in the field of financial planning; downloadable informational materials regarding IRA planning and retirement benefits; downloadable electronic newsletters in the field of financial planning; downloadable webinars in the field of financial planning
Goods and Services
Printed educational materials in the field of financial planning; printed brochures in the field of financial planning; printed informational materials regarding IRA planning and retirement benefits; newsletters in the field of financial planning
Goods and Services
Insurance and financial planning consultation services in the field of retirement planning; advisory services for retirement planning; financial advice and consultancy services; financial advisory and consultancy services, namely, counseling regarding IRA planning; financial consultation in the field of IRA planning
Goods and Services
Education services, namely, providing training and education to investment advisors and agents in the form of workshops, presentations, seminars and lectures in the fields of wealth management and retirement planning; education services, namely, providing non-downloadable webinars in the field of financial planning; educational services, namely, providing continuing professional education courses in the field of financial planning; providing online newsletters in the field of financial planning; providing information regarding IRA planning to financial advisors via a website for use in providing said information to customers; providing a website featuring financial news and information to financial advisors for use in providing to customers financial news and information regarding IRA planning; providing non-downloadable educational materials in the nature of non-downloadable articles, non-downloadable reference pieces, non-downloadable presentation slides, non-downloadable reports, non-downloadable press releases, non-downloadable brochures, non-downloadable invitations, non-downloadable posters and non-downloadable email templates in the field of financial planning; providing non-downloadable educational materials in the nature of non-downloadable articles, non-downloadable reference pieces, non-downloadable presentation slides, non-downloadable reports, non-downloadable press releases, non-downloadable brochures, non-downloadable invitations, non-downloadable posters and non-downloadable email templates in the field of IRA planning and retirement benefits
Classification Information
International Class
009 - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus. - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus.
US Class Codes
021, 023, 026, 036, 038
Class Status Code
6 - Active
Class Status Date
2014-12-17
Primary Code
009
First Use Anywhere Date
2014-10-28
First Use In Commerce Date
2014-10-28
International Class
016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); playing cards; printers' type; printing blocks. - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); playing cards; printers' type; printing blocks.
US Class Codes
002, 005, 022, 023, 029, 037, 038, 050
Class Status Code
6 - Active
Class Status Date
2014-12-17
Primary Code
016
First Use Anywhere Date
2014-10-28
First Use In Commerce Date
2014-10-28
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
2014-12-17
Primary Code
036
First Use Anywhere Date
2014-10-28
First Use In Commerce Date
2014-10-28
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
2014-12-17
Primary Code
041
First Use Anywhere Date
2014-10-28
First Use In Commerce Date
2014-10-28
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Correspondences
Name
JILL K. TOMLINSON
Address
Please log in with your Justia account to see this address.
Prior Registrations
| Relationship Type | Reel Number |
| Continuity Parent | 86478255 |
Trademark Events
| Event Date | Event Description |
| 2014-12-15 | NEW APPLICATION ENTERED IN TRAM |
| 2014-12-17 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2015-03-24 | ASSIGNED TO EXAMINER |
| 2015-03-28 | EXAMINERS AMENDMENT -WRITTEN |
| 2015-03-28 | EXAMINERS AMENDMENT E-MAILED |
| 2015-03-28 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| 2015-03-28 | EXAMINER'S AMENDMENT ENTERED |
| 2015-03-28 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2015-04-20 | ASSIGNED TO LIE |
| 2015-04-21 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| 2015-05-06 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 2015-05-26 | PUBLISHED FOR OPPOSITION |
| 2015-05-26 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 2015-07-21 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| 2015-10-30 | TEAS REQUEST TO DIVIDE RECEIVED |
| 2015-11-20 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 2015-10-30 | DIVISIONAL REQUEST RECEIVED |
| 2015-11-20 | DIVISIONAL PROCESSING COMPLETE |
| 2015-11-20 | NOTICE OF ALLOWANCE CANCELLED |
| 2016-01-14 | 1(B) BASIS DELETED; PROCEED TO REGISTRATION |
| 2016-02-16 | REGISTERED-PRINCIPAL REGISTER |
| 2021-02-16 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
