5 STAR RETIREMENT PLAN Trademark
Trademark Overview
On Wednesday, November 22, 2017, a trademark application was filed for 5 STAR RETIREMENT PLAN with the United States Patent and Trademark Office. The USPTO has given the 5 STAR RETIREMENT PLAN trademark a serial number of 87695655. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Thursday, January 11, 2024. This trademark is owned by W.A. Smith Financial LLC. The 5 STAR RETIREMENT PLAN trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning for retirement; Investment consultation in the fields of retirement; Investment management in the fields of retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
General Information
| Serial Number | 87695655 |
| Word Mark | 5 STAR RETIREMENT PLAN |
| Filing Date | Wednesday, November 22, 2017 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Thursday, January 11, 2024 |
| Registration Number | 5503007 |
| Registration Date | Tuesday, June 26, 2018 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, April 10, 2018 |
Trademark Statements
| Description of Mark | The mark consists of a five point star with one point pointing vertically, which includes a stripe pointing toward the upper right point, and which appears to have the number "5" removed from the star, the word "STAR" in all caps next to the star, and the words "RETIREMENT PLAN" written in all caps in a smaller font beneath the word "STAR". |
| Pseudo Mark | FIVE STAR RETIREMENT PLAN |
| Goods and Services | Financial planning for retirement; Investment consultation in the fields of retirement; Investment management in the fields of retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "RETIREMENT PLAN" |
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 | Tuesday, December 5, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, November 14, 2017 |
| First Use In Commerce Date | Tuesday, November 14, 2017 |
Trademark Owner History
| Party Name | W.A. Smith Financial LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Sheffield Village, OH 44035 |
| Party Name | W.A. Smith Financial LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Sandusky, OH 44870 |
| Party Name | W.A. Smith Financial LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Sandusky, OH 44870 |
Trademark Events
| Event Date | Event Description |
| Thursday, January 11, 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Thursday, January 11, 2024 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Thursday, January 11, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, July 17, 2023 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, June 26, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, May 14, 2019 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, June 26, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, April 10, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 10, 2018 | PUBLISHED FOR OPPOSITION |
| Wednesday, March 21, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, March 7, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 7, 2018 | ASSIGNED TO EXAMINER |
| Wednesday, December 6, 2017 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, December 5, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, November 25, 2017 | NEW APPLICATION ENTERED |
