PRINCIPLES-BASED FINANCIAL PLANNING - Trademark Details
Status: 645 - Final Refusal - Mailed
Serial Number
90266305
Word Mark
PRINCIPLES-BASED FINANCIAL PLANNING
Status
645 - Final Refusal - Mailed
Status Date
2021-10-19
Filing Date
2020-10-20
Mark Drawing
4000 - Standard character mark
Typeset
Attorney Name
Law Office Assigned Location Code
M50
Employee Name
LEWIS, SHAILA E
Statements
Goods and Services
Downloadable computer software for organizing, analyzing, and modeling financial assets and risk management for use by financial advisors; asset, risk management, and modeling computer software for use by financial advisors; Downloadable asset organization and analysis, risk management, and modeling computer software for use by financial advisors
Goods and Services
Financial planning
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
2020-12-08
Primary Code
009
Current Trademark Owners
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
Preston P. Frischknecht
Address
Please log in with your Justia account to see this address.
Trademark Events
| Event Date | Event Description |
| 2020-10-23 | NEW APPLICATION ENTERED IN TRAM |
| 2020-12-08 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2021-03-19 | ASSIGNED TO EXAMINER |
| 2021-03-24 | NON-FINAL ACTION WRITTEN |
| 2021-03-24 | NON-FINAL ACTION E-MAILED |
| 2021-03-24 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2021-09-20 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2021-09-20 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2021-09-21 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2021-10-19 | FINAL REFUSAL WRITTEN |
| 2021-10-19 | FINAL REFUSAL E-MAILED |
| 2021-10-19 | NOTIFICATION OF FINAL REFUSAL EMAILED |
