COMPLETE FAMILY OFFICE (CFO) Trademark

Trademark Overview


On Sunday, October 20, 2019, a trademark application was filed for COMPLETE FAMILY OFFICE (CFO) with the United States Patent and Trademark Office. The USPTO has given the COMPLETE FAMILY OFFICE (CFO) trademark a serial number of 88661439. The federal status of this trademark filing is REGISTERED as of Tuesday, November 3, 2020. This trademark is owned by Planned Financial Services LLC. The COMPLETE FAMILY OFFICE (CFO) trademark is filed in the Insurance & Financial Services category with the following description:

Financial advisory and consultancy services, namely, advice and financial services for retirement, estate and tax planning, financial management, cash management, investment advisory, providing information in the field of finance, financial investment brokerage, advice on financial matters related to life planning goals and divorce, financial management andstrategic direction for family offices
complete family office (cfo)

General Information


Serial Number88661439
Word MarkCOMPLETE FAMILY OFFICE (CFO)
Filing DateSunday, October 20, 2019
Status700 - REGISTERED
Status DateTuesday, November 3, 2020
Registration Number6188207
Registration DateTuesday, November 3, 2020
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, August 18, 2020

Trademark Statements


Disclaimer with Predetermined Text"FAMILY OFFICE"
Goods and ServicesFinancial advisory and consultancy services, namely, advice and financial services for retirement, estate and tax planning, financial management, cash management, investment advisory, providing information in the field of finance, financial investment brokerage, advice on financial matters related to life planning goals and divorce, financial management andstrategic direction for family offices

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, October 24, 2019
Primary Code036
First Use Anywhere DateThursday, October 17, 2019
First Use In Commerce DateThursday, October 17, 2019

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 LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressBrecksville, OH 44141

Party NamePlanned Financial Services LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressBrecksville, OH 44141

Party NamePlanned Financial Services LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressBrecksville, OH 44141

Trademark Events


Event DateEvent Description
Wednesday, January 12, 2022AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, November 10, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, November 10, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, November 10, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, November 3, 2020REGISTERED-PRINCIPAL REGISTER
Tuesday, August 18, 2020OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, August 18, 2020PUBLISHED FOR OPPOSITION
Wednesday, July 29, 2020NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Friday, July 10, 2020APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, July 8, 2020TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, July 7, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, July 7, 2020TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, January 29, 2020NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, January 29, 2020NON-FINAL ACTION E-MAILED
Wednesday, January 29, 2020NON-FINAL ACTION WRITTEN
Wednesday, January 29, 2020NON-FINAL ACTION WRITTEN
Monday, January 27, 2020ASSIGNED TO EXAMINER
Thursday, October 24, 2019NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Wednesday, October 23, 2019NEW APPLICATION ENTERED IN TRAM