| Serial Number | 87626811 |
| Word Mark | ESSENTIAL PLANNERS |
| Filing Date | Thursday, September 28, 2017 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Friday, February 2, 2024 |
| Registration Number | 5474381 |
| Registration Date | Tuesday, May 22, 2018 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, March 6, 2018 |
| Description of Mark | The mark consists of the word "ESSENTIAL" on a first line; the word "PLANNERS" on the second line below having a horizontal line to the left of "PLANNERS" and a horizontal line to the right side with the right end becoming a stylized leaf design. |
| Goods and Services | Financial advisory and consulting services in the fields of financial planning, investment management, wealth management, financial asset management, financial retirement plan consulting services, spending plan optimization, social security and Medicare planning, estate planning, debt advisory services, debt management consultation, contingency planning, planned giving for non-profit and charitable organizations, and financial planning for higher education |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "PLANNERS" |
| 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 | Wednesday, October 4, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, January 1, 2017 |
| First Use In Commerce Date | Sunday, January 1, 2017 |
| Party Name | FINANCIAL ALTERNATIVES, INC. |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | LA JOLLA, CA 92037 |
| Party Name | Essential Planning Services, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Diego, CA 92101 |
| Party Name | Essential Planning Services, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Diego, CA 92101 |
| Party Name | Essential Planning Services, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Diego, CA 92101 |
| Event Date | Event Description |
| Friday, February 2, 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Friday, February 2, 2024 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Friday, February 2, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, August 23, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, August 11, 2023 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, May 22, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, May 22, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, March 6, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 6, 2018 | PUBLISHED FOR OPPOSITION |
| Wednesday, February 14, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, January 26, 2018 | ASSIGNED TO LIE |
| Wednesday, January 17, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, January 17, 2018 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, January 17, 2018 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, January 17, 2018 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, January 17, 2018 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, January 17, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, January 17, 2018 | NON-FINAL ACTION E-MAILED |
| Wednesday, January 17, 2018 | NON-FINAL ACTION WRITTEN |
| Friday, January 5, 2018 | ASSIGNED TO EXAMINER |
| Thursday, October 5, 2017 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, October 4, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, October 2, 2017 | NEW APPLICATION ENTERED |