ECHELON PLANNING GROUP Trademark
Trademark Overview
On Tuesday, July 13, 2021, a trademark application was filed for ECHELON PLANNING GROUP with the United States Patent and Trademark Office. The USPTO has given the ECHELON PLANNING GROUP trademark a serial number of 90825052. The federal status of this trademark filing is REGISTERED as of Tuesday, July 19, 2022. This trademark is owned by Echelon Planning Group, LLC. The ECHELON PLANNING GROUP trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:
Arranging and conducting workshops in college financial planning, tax planning, retirement planning and social security planning
Financial planning services, namely, federal employee retirement services and college financial planning services
General Information
| Serial Number | 90825052 |
| Word Mark | ECHELON PLANNING GROUP |
| Filing Date | Tuesday, July 13, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 19, 2022 |
| Registration Number | 6796761 |
| Registration Date | Tuesday, July 19, 2022 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, May 3, 2022 |
Trademark Statements
| Goods and Services | Arranging and conducting workshops in college financial planning, tax planning, retirement planning and social security planning |
| Goods and Services | Financial planning services, namely, federal employee retirement services and college financial planning services |
| Disclaimer with Predetermined Text | "PLANNING GROUP" |
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 | Friday, September 17, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, April 1, 2014 |
| First Use In Commerce Date | Tuesday, April 1, 2014 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, September 17, 2021 |
| Primary Code | 041 |
| First Use Anywhere Date | Tuesday, April 1, 2014 |
| First Use In Commerce Date | Tuesday, April 1, 2014 |
Trademark Owner History
| Party Name | Echelon Planning Group, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Bow, NH 03304 |
| Party Name | Echelon Planning Group, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Bow, NH 03304 |
| Party Name | Echelon Planning Group, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Bow, NH 03304 |
Trademark Events
| Event Date | Event Description |
| Tuesday, July 19, 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, July 19, 2022 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 3, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 3, 2022 | PUBLISHED FOR OPPOSITION |
| Wednesday, April 13, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, March 31, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, March 31, 2022 | ASSIGNED TO EXAMINER |
| Friday, September 17, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Friday, July 16, 2021 | NEW APPLICATION ENTERED IN TRAM |
