EVIDENCE-DRIVEN PLANNING Trademark

Trademark Overview


On Thursday, September 1, 2022, a trademark application was filed for EVIDENCE-DRIVEN PLANNING with the United States Patent and Trademark Office. The USPTO has given the EVIDENCE-DRIVEN PLANNING trademark a serial number of 97575397. The federal status of this trademark filing is ABANDONED - AFTER EX PARTE APPEAL as of Friday, October 25, 2024. This trademark is owned by Buckingham Asset Management, LLC. The EVIDENCE-DRIVEN PLANNING trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Financial services, namely wealth management services; investment advice; financial retirement plan consulting services; estate planning consultation; financial services, namely, financial research and information services; professional financial development services in the nature of financial planning, investment management, and wealth management; financial asset management services; investment services, namely, asset management services for financial advisors and planners, individuals, and institutional investors

Tax and taxation planning advice, information and consultancy services
evidence-driven planning

General Information


Serial Number97575397
Word MarkEVIDENCE-DRIVEN PLANNING
Filing DateThursday, September 1, 2022
Status603 - ABANDONED - AFTER EX PARTE APPEAL
Status DateFriday, October 25, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing5 - Drawing with word(s) / letter(s) / number(s) in Stylized form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Description of MarkThe mark consists of the terms "EVIDENCE-DRIVEN" in bold font above the term "PLANNING", all in blue.
Goods and ServicesFinancial services, namely wealth management services; investment advice; financial retirement plan consulting services; estate planning consultation; financial services, namely, financial research and information services; professional financial development services in the nature of financial planning, investment management, and wealth management; financial asset management services; investment services, namely, asset management services for financial advisors and planners, individuals, and institutional investors
Indication of Colors claimedThe color(s) Blue is/are claimed as a feature of the mark.
Goods and ServicesTax and taxation planning advice, information and consultancy services

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, September 20, 2022
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, September 20, 2022
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameBUCKINGHAM STRATEGIC WEALTH, LLC
Party Type11 - New Owner Before Publication
Legal Entity Type16 - Limited Liability Company
AddressNEW YORK, NY 10022-6220

Party NameBuckingham Asset Management, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSt. Louis, MO 63105

Trademark Events


Event DateEvent Description
Monday, September 5, 2022NEW APPLICATION ENTERED
Tuesday, September 20, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, June 16, 2023ASSIGNED TO EXAMINER
Friday, June 30, 2023NON-FINAL ACTION WRITTEN
Friday, June 30, 2023NON-FINAL ACTION E-MAILED
Friday, June 30, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, September 27, 2023APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Wednesday, September 27, 2023APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Wednesday, December 27, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, December 27, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, December 28, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, February 8, 2024FINAL REFUSAL E-MAILED
Thursday, February 8, 2024FINAL REFUSAL WRITTEN
Thursday, February 8, 2024NOTIFICATION OF FINAL REFUSAL EMAILED
Tuesday, May 7, 2024APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Tuesday, May 7, 2024APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Monday, August 5, 2024EXPARTE APPEAL RECEIVED AT TTAB
Monday, August 5, 2024JURISDICTION RESTORED TO EXAMINING ATTORNEY
Monday, August 5, 2024EX PARTE APPEAL-INSTITUTED
Monday, August 5, 2024TEAS REQUEST FOR RECONSIDERATION RECEIVED
Monday, August 26, 2024ACTION REQ FOR RECON DENIED NO APPEAL FILED COUNTED NOT MAILED
Monday, August 26, 2024ACTION FOR REQ FOR RECON DENIED NO APPEAL FILED E-MAILED
Monday, August 26, 2024NOTIFICATION FOR REQ FOR RECON DENIED NO APPEAL FILED
Wednesday, October 2, 2024AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, October 25, 2024ABANDONMENT NOTICE MAILED - AFTER EX PARTE APPEAL
Friday, October 25, 2024ABANDONMENT - AFTER EX PARTE APPEAL
Friday, October 25, 2024EXPARTE APPEAL TERMINATED