ESSENTIAL PLANNING SERVICES Trademark

Trademark Overview

On Thursday, March 1, 2007, a trademark application was filed for ESSENTIAL PLANNING SERVICES with the United States Patent and Trademark Office. The USPTO has given the ESSENTIAL PLANNING SERVICES trademark a serial number of 77120263. The federal status of this trademark filing is REGISTERED AND RENEWED as of Thursday, October 12, 2017. This trademark is owned by Essential Planning Services, LLC. The ESSENTIAL PLANNING SERVICES trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning services and investment advisory services
essential planning services

General Information

Serial Number77120263
Word MarkESSENTIAL PLANNING SERVICES
Filing DateThursday, March 1, 2007
Status800 - REGISTERED AND RENEWED
Status DateThursday, October 12, 2017
Registration Number3499639
Registration DateTuesday, September 9, 2008
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 30, 2007

Trademark Statements

Goods and ServicesFinancial planning services and investment advisory services
Disclaimer with Predetermined Text"PLANNING SERVICES"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, March 6, 2007
Primary Code036
First Use Anywhere DateWednesday, January 31, 2007
First Use In Commerce DateWednesday, January 31, 2007

Trademark Owner History

Party NameFINANCIAL ALTERNATIVES, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressLA JOLLA, CA 92037
Party NameEssential Planning Services, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressSan Diego, CA 92101
Party NameEssential Planning Services, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressSan Diego, CA 92121
Party NameEssential Planning Services, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSan Diego, CA 92121

Trademark Events

Event DateEvent Description
Wednesday, August 23, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Thursday, October 12, 2017NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Thursday, October 12, 2017REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Thursday, October 12, 2017REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, October 12, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, September 11, 2017TEAS SECTION 8 & 9 RECEIVED
Saturday, September 9, 2017COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, April 18, 2014NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Friday, April 18, 2014REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, April 3, 2014REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
Friday, April 18, 2014CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, April 3, 2014TEAS SECTION 8 & 15 RECEIVED
Wednesday, August 18, 2010TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, September 9, 2008REGISTERED-PRINCIPAL REGISTER
Monday, August 4, 2008LAW OFFICE REGISTRATION REVIEW COMPLETED
Monday, August 4, 2008ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Monday, August 4, 2008STATEMENT OF USE PROCESSING COMPLETE
Tuesday, July 22, 2008USE AMENDMENT FILED
Monday, August 4, 2008CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, July 22, 2008TEAS STATEMENT OF USE RECEIVED
Tuesday, January 22, 2008NOA MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, October 30, 2007PUBLISHED FOR OPPOSITION
Wednesday, October 10, 2007NOTICE OF PUBLICATION
Tuesday, September 25, 2007LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, September 25, 2007ASSIGNED TO LIE
Thursday, August 23, 2007APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, August 17, 2007TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, August 17, 2007CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, August 17, 2007TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, June 20, 2007NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, June 20, 2007NON-FINAL ACTION E-MAILED
Wednesday, June 20, 2007NON-FINAL ACTION WRITTEN
Thursday, June 14, 2007ASSIGNED TO EXAMINER
Tuesday, March 6, 2007NEW APPLICATION ENTERED

Related Keywords

services planning essential advisory investment financial