ENTRUSTED PLANNING ASSESSMENT - Trademark Details
Status: 700 - Registered
Serial Number
88068389
Registration Number
5882068
Word Mark
ENTRUSTED PLANNING ASSESSMENT
Status
700 - Registered
Status Date
2019-10-15
Filing Date
2018-08-07
Registration Number
5882068
Registration Date
2019-10-15
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2019-07-30
Attorney Name
Law Office Assigned Location Code
N60
Employee Name
HERRERA-MARCUS, ROSELL
Statements
Disclaimer with Predetermined Text
"PLANNING ASSESSMENT"
Goods and Services
tax assessment; promoting charitable giving that reflects core values of the donor by providing a method to identify the donor's core values and to select charities that foster those values
Goods and Services
financial assessment services, namely, an assessment that is provided in preparation for the estate planning of individuals, couples, families, and family businesses, and an assessment that is provided in preparation for business succession planning; estate planning
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
2018-08-14
Primary Code
035
First Use Anywhere Date
2018-07-01
First Use In Commerce Date
2018-07-01
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
2018-08-14
Primary Code
036
First Use Anywhere Date
2018-07-01
First Use In Commerce Date
2018-07-01
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
SPENCER WITT
Address
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Trademark Events
| Event Date | Event Description |
| 2018-08-10 | NEW APPLICATION ENTERED IN TRAM |
| 2018-08-14 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2018-11-26 | ASSIGNED TO EXAMINER |
| 2018-12-04 | NON-FINAL ACTION WRITTEN |
| 2018-12-04 | NON-FINAL ACTION E-MAILED |
| 2018-12-04 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2019-06-01 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 2019-06-01 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2019-06-04 | EXAMINERS AMENDMENT -WRITTEN |
| 2019-06-04 | EXAMINERS AMENDMENT E-MAILED |
| 2019-06-04 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| 2019-06-04 | EXAMINER'S AMENDMENT ENTERED |
| 2019-06-07 | NON-FINAL ACTION WRITTEN |
| 2019-06-07 | NON-FINAL ACTION E-MAILED |
| 2019-06-07 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2019-06-14 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2019-06-19 | ASSIGNED TO LIE |
| 2019-06-20 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| 2019-06-20 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2019-06-20 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2019-06-22 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2019-07-10 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 2019-07-30 | PUBLISHED FOR OPPOSITION |
| 2019-07-30 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 2019-10-15 | REGISTERED-PRINCIPAL REGISTER |
