EQUITYPLANNER Trademark

Trademark Overview

On Wednesday, April 7, 2004, a trademark application was filed for EQUITYPLANNER with the United States Patent and Trademark Office. The USPTO has given the EQUITYPLANNER trademark a serial number of 78397986. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, November 28, 2025. This trademark is owned by PricewaterhouseCoopers LLP. The EQUITYPLANNER trademark is filed in the Insurance & Financial Services category with the following description:

Financial management consulting services, namely, providing stock plan administration consulting services
equityplanner

General Information

Serial Number78397986
Word MarkEQUITYPLANNER
Filing DateWednesday, April 7, 2004
Status710 - CANCELLED - SECTION 8
Status DateFriday, November 28, 2025
Registration Number2951660
Registration DateTuesday, May 17, 2005
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, February 22, 2005

Trademark Statements

Pseudo MarkEQUITY PLANNER
Goods and ServicesFinancial management consulting services, namely, providing stock plan administration consulting services

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, November 28, 2025
Primary Code036
First Use Anywhere DateFriday, April 25, 1997
First Use In Commerce DateFriday, April 25, 1997

Trademark Owner History

Party NamePWC PRODUCT SALES LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressNEW YORK, NY 10017
Party NamePricewaterhouseCoopers LLP
Party Type30 - Original Registrant
Legal Entity Type99 - Other
AddressNew York, NY 10017
Party NamePricewaterhouseCoopers LLP
Party Type20 - Owner at Publication
Legal Entity Type99 - Other
AddressNew York, NY 10017
Party NamePricewaterhouseCoopers LLP
Party Type10 - Original Applicant
Legal Entity Type99 - Other
AddressNew York, NY 10017

Trademark Events

Event DateEvent Description
Friday, April 16, 2004NEW APPLICATION ENTERED
Friday, October 29, 2004ASSIGNED TO EXAMINER
Friday, October 29, 2004NON-FINAL ACTION WRITTEN
Friday, October 29, 2004NON-FINAL ACTION E-MAILED
Monday, November 29, 2004TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, November 29, 2004CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, December 2, 2004TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, December 14, 2004APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, December 20, 2004ASSIGNED TO LIE
Tuesday, December 21, 2004LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, February 2, 2005NOTICE OF PUBLICATION
Tuesday, February 22, 2005PUBLISHED FOR OPPOSITION
Tuesday, May 17, 2005REGISTERED-PRINCIPAL REGISTER
Tuesday, May 17, 2011TEAS SECTION 8 & 15 RECEIVED
Saturday, June 18, 2011CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Saturday, June 18, 2011REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, May 5, 2015TEAS SECTION 8 & 9 RECEIVED
Thursday, May 21, 2015CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, May 21, 2015REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, May 21, 2015REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Thursday, May 21, 2015NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Friday, April 8, 2016TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, April 8, 2016ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, July 7, 2016TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, February 13, 2017TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, February 13, 2017ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, July 23, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, July 23, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, July 23, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, July 23, 2020TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Thursday, July 23, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, July 23, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, June 1, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, June 1, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, June 1, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, July 2, 2021TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, July 2, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, July 2, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, July 2, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, July 2, 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, July 27, 2021TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, July 27, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, July 27, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, July 27, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, July 27, 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, July 26, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, May 17, 2024COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, November 28, 2025CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9

Related Keywords

equityplanner services consulting plan administration stock namely management financial providing