| Serial Number | 87226421 |
| Word Mark | #1 TAXABLE #2 TAX-DEFERRED #3 TAX-FREE WHICH MONEY BUCKETS DO YOU HAVE? |
| Filing Date | Friday, November 4, 2016 |
| Status | 701 - SECTION 8 - ACCEPTED |
| Status Date | Wednesday, March 5, 2025 |
| Registration Number | 5367662 |
| Registration Date | Tuesday, January 2, 2018 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, October 17, 2017 |
| Description of Mark | The mark consists of three blue bucket designs, the first of which is overlaid with a red "X" mark and the white stylized wording "#1 TAXABLE" outlined in black; the second of which is overlaid with a red "X" mark and the white stylized wording "#2 TAX-DEFERRED" outlined in black; and the third of which is overlaid in a green check mark, outlined in white, and the white stylized wording "#3 TAX-FREE" outlined in black. Below the foregoing is the red stylized wording "WHICH MONEY BUCKETS DO YOU HAVE?" |
| Goods and Services | Financial planning |
| Indication of Colors claimed | The Colors blue, red, white, black and green are claimed as a feature of the mark. |
| NOT AVAILABLE | "TAXABLE," "TAX-DEFERRED" AND "TAX-FREE" |
| 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 | Tuesday, November 8, 2016 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, June 1, 2013 |
| First Use In Commerce Date | Saturday, June 1, 2013 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | Chicago, IL 606553429 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | Chicago, IL 606553429 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Chicago, IL 606553429 |
| Event Date | Event Description |
| Friday, January 13, 2017 | ASSIGNED TO EXAMINER |
| Monday, January 23, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, November 8, 2016 | NEW APPLICATION ENTERED |
| Tuesday, November 8, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, November 9, 2016 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, January 23, 2017 | NON-FINAL ACTION WRITTEN |
| Monday, January 23, 2017 | NON-FINAL ACTION E-MAILED |
| Friday, September 1, 2017 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, January 23, 2017 | NON-FINAL ACTION E-MAILED |
| Monday, January 23, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, January 23, 2017 | NON-FINAL ACTION WRITTEN |
| Monday, July 17, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, July 17, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, July 18, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, August 9, 2017 | FINAL REFUSAL WRITTEN |
| Wednesday, August 9, 2017 | FINAL REFUSAL E-MAILED |
| Wednesday, August 9, 2017 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Friday, September 8, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, October 17, 2017 | PUBLISHED FOR OPPOSITION |
| Monday, January 2, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, July 2, 2024 | TEAS SECTION 8 RECEIVED |
| Wednesday, March 5, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, March 5, 2025 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Wednesday, March 5, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Tuesday, January 2, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Friday, September 1, 2017 | EXAMINER'S AMENDMENT ENTERED |
| Friday, September 1, 2017 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, September 1, 2017 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, September 27, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 17, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |