THE COMPREHENSIVE LIVING PLAN - Trademark Details
Status: 700 - Registered
Image for trademark with serial number 87194428
Serial Number
87194428
Registration Number
5289156
Word Mark
THE COMPREHENSIVE LIVING PLAN
Status
700 - Registered
Status Date
2017-09-19
Filing Date
2016-10-05
Registration Number
5289156
Registration Date
2017-09-19
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2017-07-04
Attorney Name
Law Office Assigned Location Code
L60
Employee Name
GUTTADAURO, JULIE MARI
Statements
Disclaimer with Predetermined Text
"COMPREHENSIVE" AND "PLAN"
Goods and Services
Business assistance, advisory services and consultancy in the fields of budgeting, bookkeeping, preparation and filing of claims, preparation and filing of forms, bill paying, organizing and processing paperwork, development of plan to achieve goals and referral services to bereavement counselors; Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary
Goods and Services
Financial planning; Financial planning for retirement; Financial planning consultation; Financial trust planning; Online financial planning services; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial retirement plan consulting services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Individual retirement account services; Investment advice in the fields of municipal bonds, securities, retirement, private and public equity; Investment consultation in the fields of municipal bonds, securities, retirement, private and public equity; Investment management in the fields of municipal bonds, securities, retirement, private and public equity; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; 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, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial asset management; Investment services, namely, asset acquisition, consultation, development and management services; Insurance consultation; Insurance information and consultancy; Providing information about healthcare insurance plans; Medical insurance case and utilization review and insurance claims adjustment services for healthcare purchasers, payors, providers and Medicare beneficiaries; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Estate planning; Estate trust planning; Tax and taxation planning, advice, information and consultancy services; Evaluation of health care, estate, tax, financial, and life affairs
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
2016-10-11
Primary Code
035
First Use Anywhere Date
2016-05-01
First Use In Commerce Date
2016-07-01
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
2016-10-11
Primary Code
036
First Use Anywhere Date
2016-05-01
First Use In Commerce Date
2016-07-01
Current Trademark Owners
Party Type
30 - Original Registrant
Address
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Trademark Owner History
Party Type
30 - Original Registrant
Address
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Party Type
20 - Owner at Publication
Address
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Party Type
10 - Original Applicant
Address
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Correspondences
Name
ROBERT DURAN
Address
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Trademark Events
Event DateEvent Description
2016-10-08NEW APPLICATION ENTERED IN TRAM
2016-10-11NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2017-01-12ASSIGNED TO EXAMINER
2017-02-02NON-FINAL ACTION WRITTEN
2017-02-02NON-FINAL ACTION E-MAILED
2017-02-02NOTIFICATION OF NON-FINAL ACTION E-MAILED
2017-05-25EXAMINERS AMENDMENT -WRITTEN
2017-05-25EXAMINERS AMENDMENT E-MAILED
2017-05-25NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
2017-05-25EXAMINER'S AMENDMENT ENTERED
2017-05-25APPROVED FOR PUB - PRINCIPAL REGISTER
2017-06-14NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2017-07-04PUBLISHED FOR OPPOSITION
2017-07-04OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2017-09-19REGISTERED-PRINCIPAL REGISTER