| Serial Number | 88420814 |
| Word Mark | GOALS-BASED PLANNING |
| Filing Date | Wednesday, May 8, 2019 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, March 24, 2020 |
| Registration Number | 6020767 |
| Registration Date | Tuesday, March 24, 2020 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Providing a web-based service featuring technology that enables users to receive financial planning, consulting, and investment analysis |
| NOT AVAILABLE | "PLANNING" |
| Goods and Services | Financial advisory and consultancy services, namely, planning and consulting services based on financial analyses of investment options, portfolio allocations, assets, and long-term goals |
| 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 | Thursday, May 23, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, January 21, 2020 |
| First Use In Commerce Date | Tuesday, January 21, 2020 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, May 23, 2019 |
| Primary Code | 042 |
| First Use Anywhere Date | Tuesday, January 21, 2020 |
| First Use In Commerce Date | Tuesday, January 21, 2020 |
| Party Name | Horizon Investments, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Charlotte, NC 28277 |
| Party Name | Horizon Investments, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Charlotte, NC 28277 |
| Event Date | Event Description |
| Saturday, May 11, 2019 | NEW APPLICATION ENTERED |
| Thursday, May 23, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, July 23, 2019 | ASSIGNED TO EXAMINER |
| Thursday, July 25, 2019 | NON-FINAL ACTION WRITTEN |
| Thursday, July 25, 2019 | NON-FINAL ACTION E-MAILED |
| Thursday, July 25, 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, January 24, 2020 | TEAS AMENDMENT OF USE RECEIVED |
| Saturday, January 25, 2020 | USE AMENDMENT FILED |
| Saturday, January 25, 2020 | AMENDMENT TO USE PROCESSING COMPLETE |
| Friday, January 24, 2020 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, January 24, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Saturday, January 25, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, January 28, 2020 | NON-FINAL ACTION WRITTEN |
| Tuesday, January 28, 2020 | NON-FINAL ACTION E-MAILED |
| Tuesday, January 28, 2020 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, January 29, 2020 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, January 29, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, January 29, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, January 30, 2020 | USE AMENDMENT ACCEPTED |
| Thursday, January 30, 2020 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Friday, January 31, 2020 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED |
| Monday, February 10, 2020 | ASSIGNED TO LIE |
| Tuesday, February 18, 2020 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, March 24, 2020 | REGISTERED-SUPPLEMENTAL REGISTER |
| Wednesday, December 8, 2021 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Monday, March 24, 2025 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Thursday, July 17, 2025 | TEAS SECTION 8 RECEIVED |
| Monday, November 17, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, November 19, 2025 | POST REGISTRATION ACTION MAILED - SEC. 8 |