401(K) PROSPERITY Trademark

Trademark Overview

On Tuesday, March 3, 2015, a trademark application was filed for 401(K) PROSPERITY with the United States Patent and Trademark Office. The USPTO has given the 401(K) PROSPERITY trademark a serial number of 86551899. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Monday, May 16, 2022. This trademark is owned by Planned Financial Services. The 401(K) PROSPERITY trademark is filed in the Insurance & Financial Services category with the following description:

Financial services for retirement, namely, retirement financial planning, offering retirement planning information, providing fiduciary management of retirement plan accounts, financial planning consulting services, and design of retirement financial plans for others
401(k) prosperity

General Information

Serial Number86551899
Word Mark401(K) PROSPERITY
Filing DateTuesday, March 3, 2015
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateMonday, May 16, 2022
Registration Number5055397
Registration DateTuesday, October 4, 2016
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, August 4, 2015

Trademark Statements

Goods and ServicesFinancial services for retirement, namely, retirement financial planning, offering retirement planning information, providing fiduciary management of retirement plan accounts, financial planning consulting services, and design of retirement financial plans for others
NOT AVAILABLE"401(K)"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, March 16, 2015
Primary Code036
First Use Anywhere DateTuesday, July 19, 2016
First Use In Commerce DateTuesday, July 19, 2016

Trademark Owner History

Party NamePFS IP HOLDINGS LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressBRECKSVILLE, OH 44141
Party NamePlanned Financial Services
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressBrecksville, OH 44141
Party NamePlanned Financial Services
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressBrecksville, OH 44141
Party NamePlanned Financial Services
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressBrecksville, OH 44141

Trademark Events

Event DateEvent Description
Friday, March 6, 2015NEW APPLICATION ENTERED
Monday, March 16, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, June 8, 2015ASSIGNED TO EXAMINER
Monday, June 8, 2015EXAMINERS AMENDMENT -WRITTEN
Monday, June 8, 2015EXAMINERS AMENDMENT E-MAILED
Monday, June 8, 2015NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, June 8, 2015EXAMINER'S AMENDMENT ENTERED
Tuesday, June 9, 2015APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, June 26, 2015ASSIGNED TO LIE
Friday, June 26, 2015LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, July 15, 2015NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, August 4, 2015PUBLISHED FOR OPPOSITION
Tuesday, August 4, 2015OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, September 29, 2015NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Thursday, March 10, 2016TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, March 10, 2016ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, March 28, 2016SOU TEAS EXTENSION RECEIVED
Monday, March 28, 2016SOU EXTENSION 1 FILED
Monday, March 28, 2016SOU EXTENSION 1 GRANTED
Wednesday, March 30, 2016NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Monday, July 25, 2016TEAS STATEMENT OF USE RECEIVED
Wednesday, August 17, 2016CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, July 25, 2016USE AMENDMENT FILED
Wednesday, August 17, 2016STATEMENT OF USE PROCESSING COMPLETE
Tuesday, August 30, 2016ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, August 31, 2016NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, October 4, 2016REGISTERED-PRINCIPAL REGISTER
Saturday, October 22, 2016TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, October 4, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, November 10, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, November 10, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, November 10, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, November 23, 2021TEAS SECTION 8 & 15 RECEIVED
Wednesday, January 12, 2022AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, May 16, 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, May 16, 2022REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Monday, May 16, 2022NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Saturday, October 4, 2025COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, October 8, 2025TEAS SECTION 8 & 9 RECEIVED
Tuesday, January 13, 2026CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Related Keywords

prosperity retirement financial planning services consulting accounts design plan plans others