| Serial Number | 90087441 |
| Word Mark | BEYOND FINANCIAL PLANNING |
| Filing Date | Saturday, August 1, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, June 28, 2022 |
| Registration Number | 6775599 |
| Registration Date | Tuesday, June 28, 2022 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, July 27, 2021 |
| Description of Mark | The mark consists of the wording "BEYOND" in purple, with the "O" in "BEYOND" being a shaded purple circle, with blue waves transposed over the purple circle. Below the wording "BEYOND" is the wording "FINANCIAL PLANNING" in blue. The color white represents background, outlining, shading, and/or transparent area and is not part of the mark. |
| Goods and Services | Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, consisting of financial trust planning |
| Indication of Colors claimed | The color(s) purple, blue is/are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "FINANCIAL PLANNING" |
| 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 | Monday, August 31, 2020 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, October 21, 2021 |
| First Use In Commerce Date | Thursday, October 21, 2021 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | Portage, MI 49024 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | Portage, MI 49024 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Portage, MI 49024 |
| Event Date | Event Description |
| Tuesday, June 28, 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, June 28, 2022 | REGISTERED-PRINCIPAL REGISTER |
| Thursday, May 26, 2022 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Wednesday, May 25, 2022 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Saturday, May 7, 2022 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, March 15, 2022 | USE AMENDMENT FILED |
| Sunday, May 1, 2022 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Friday, April 8, 2022 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, March 15, 2022 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, September 21, 2021 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, July 27, 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 27, 2021 | PUBLISHED FOR OPPOSITION |
| Wednesday, July 7, 2021 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, June 21, 2021 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, May 21, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, May 20, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, May 20, 2021 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Saturday, November 21, 2020 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Saturday, November 21, 2020 | NON-FINAL ACTION E-MAILED |
| Saturday, November 21, 2020 | NON-FINAL ACTION WRITTEN |
| Friday, November 20, 2020 | ASSIGNED TO EXAMINER |
| Tuesday, September 1, 2020 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, August 31, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Wednesday, August 5, 2020 | NEW APPLICATION ENTERED IN TRAM |