1 RISK ASSESSMENT 2 INVESTMENT MANAGEMENT 3 TAX ANALYSIS 4 FINANCIAL PLANNING RETIREMENT COLLEGE ESTATE 5 CASH FLOW ANALYSIS PEACE OF MIND Trademark
Trademark Overview
On Wednesday, April 10, 2019, a trademark application was filed for 1 RISK ASSESSMENT 2 INVESTMENT MANAGEMENT 3 TAX ANALYSIS 4 FINANCIAL PLANNING RETIREMENT COLLEGE ESTATE 5 CASH FLOW ANALYSIS PEACE OF MIND with the United States Patent and Trademark Office. The USPTO has given the 1 RISK ASSESSMENT 2 INVESTMENT MANAGEMENT 3 TAX ANALYSIS 4 FINANCIAL PLANNING RETIREMENT COLLEGE ESTATE 5 CASH FLOW ANALYSIS PEACE OF MIND trademark a serial number of 88379782. The federal status of this trademark filing is REGISTERED as of Tuesday, March 31, 2020. This trademark is owned by The Tranel Financial Group. The 1 RISK ASSESSMENT 2 INVESTMENT MANAGEMENT 3 TAX ANALYSIS 4 FINANCIAL PLANNING RETIREMENT COLLEGE ESTATE 5 CASH FLOW ANALYSIS PEACE OF MIND trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Financial retirement plan consulting services; Financial trust planning
General Information
| Serial Number | 88379782 |
| Word Mark | 1 RISK ASSESSMENT 2 INVESTMENT MANAGEMENT 3 TAX ANALYSIS 4 FINANCIAL PLANNING RETIREMENT COLLEGE ESTATE 5 CASH FLOW ANALYSIS PEACE OF MIND |
| Filing Date | Wednesday, April 10, 2019 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, March 31, 2020 |
| Registration Number | 6022051 |
| Registration Date | Tuesday, March 31, 2020 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, January 14, 2020 |
Trademark Statements
| Description of Mark | The mark consists of an inner circle with the wording "PEACE OF MIND" and five segmented quadrilaterals radiating out from the center circle. The top middle quadrilateral says the words "1 RISK MANAGMENT". Continuing clockwise, the quadrilaterals read as follows: "2 INVESTMENT MANAGEMENT"; "3 TAX ANALYSIS" "4 FINANCIAL PLANNING RETIREMENT COLLEGE ESTATE" and "5 CASH FLOW ANALYSIS". |
| Pseudo Mark | ONE RISK ASSESSMENT TWO INVESTMENT MANAGEMENT THREE TAX ANALYSIS FOUR FINANCIAL PLANNING RETIREMENT COLLEGE ESTATE FIVE CASH FLOW ANALYSIS PEACE OF MIND |
| Goods and Services | Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Financial retirement plan consulting services; Financial trust planning |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "RISK ASSESSMENT", "INVESTMENT MANAGEMENT", "TAX ANALYSIS", "FINANCIAL PLANNING", "RETIREMENT", "COLLEGE, ESTATE", "CASH FLOW ANALYSIS" |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Saturday, April 27, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, January 1, 2013 |
| First Use In Commerce Date | Tuesday, January 1, 2013 |
Trademark Owner History
| Party Name | The Tranel Financial Group |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Libertyville, IL 60048 |
| Party Name | The Tranel Financial Group |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Libertyville, IL 60048 |
| Party Name | The Tranel Financial Group |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Libertyville, IL 60048 |
Trademark Events
| Event Date | Event Description |
| Tuesday, April 30, 2019 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Saturday, April 13, 2019 | NEW APPLICATION ENTERED |
| Saturday, April 27, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, May 17, 2019 | ASSIGNED TO EXAMINER |
| Saturday, May 25, 2019 | NON-FINAL ACTION WRITTEN |
| Saturday, May 25, 2019 | NON-FINAL ACTION E-MAILED |
| Saturday, May 25, 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, November 13, 2019 | TEAS VOLUNTARY AMENDMENT RECEIVED |
| Friday, December 6, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, December 9, 2019 | ASSIGNED TO LIE |
| Wednesday, November 13, 2019 | PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED |
| Wednesday, December 25, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, January 14, 2020 | PUBLISHED FOR OPPOSITION |
| Tuesday, January 14, 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 31, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Monday, March 31, 2025 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
