| Serial Number | 86328930 |
| Word Mark | BALANCED PLAN FINANCIAL |
| Filing Date | Friday, July 4, 2014 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, August 5, 2022 |
| Registration Number | 4891240 |
| Registration Date | Tuesday, January 26, 2016 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, November 10, 2015 |
| Goods and Services | Financial planning and investment advisory services; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Insurance agencies in the field of life, disability, long term care, fixed annuities, indexed annuities; Providing financial consultation services to business owners regarding business continuity and succession issues |
| Disclaimer with Predetermined Text | "PLAN FINANCIAL" |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, August 5, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, June 5, 2014 |
| First Use In Commerce Date | Monday, June 30, 2014 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | San Clemente, CA 92673 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | San Clemente, CA 92673 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | San Clemente, CA 92673 |
| Event Date | Event Description |
| Friday, August 5, 2022 | CANCELLED SEC. 8 (6-YR) |
| Tuesday, January 26, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, January 26, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, December 30, 2015 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, November 10, 2015 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 10, 2015 | PUBLISHED FOR OPPOSITION |
| Wednesday, October 21, 2015 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, October 5, 2015 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Thursday, October 1, 2015 | ASSIGNED TO LIE |
| Friday, September 4, 2015 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, September 4, 2015 | EXAMINER'S AMENDMENT ENTERED |
| Friday, September 4, 2015 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, September 4, 2015 | EXAMINERS AMENDMENT E-MAILED |
| Friday, September 4, 2015 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, July 21, 2015 | NOTICE OF REVIVAL - E-MAILED |
| Tuesday, July 21, 2015 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, July 20, 2015 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, July 20, 2015 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, July 20, 2015 | PETITION TO REVIVE-GRANTED |
| Monday, July 20, 2015 | TEAS PETITION TO REVIVE RECEIVED |
| Tuesday, May 19, 2015 | ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND |
| Tuesday, May 19, 2015 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE |
| Tuesday, October 21, 2014 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, October 21, 2014 | NON-FINAL ACTION E-MAILED |
| Tuesday, October 21, 2014 | NON-FINAL ACTION WRITTEN |
| Wednesday, October 15, 2014 | ASSIGNED TO EXAMINER |
| Thursday, July 10, 2014 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Tuesday, July 8, 2014 | NEW APPLICATION ENTERED IN TRAM |