INVESTING. WITH A PLAN. Trademark

Trademark Overview

On Tuesday, January 25, 2000, a trademark application was filed for INVESTING. WITH A PLAN. with the United States Patent and Trademark Office. The USPTO has given the INVESTING. WITH A PLAN. trademark a serial number of 75903369. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, December 31, 2021. This trademark is owned by Waddell & Reed Financial, Inc.. The INVESTING. WITH A PLAN. trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, financial planning, mutual fund brokerage, investment management and shareholder account servicing
investing. with a plan.

General Information

Serial Number75903369
Word MarkINVESTING. WITH A PLAN.
Filing DateTuesday, January 25, 2000
Status710 - CANCELLED - SECTION 8
Status DateFriday, December 31, 2021
Registration Number2463579
Registration DateTuesday, June 26, 2001
Mark Drawing1000 - Typeset: Word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, April 3, 2001

Trademark Statements

Goods and ServicesFinancial services, namely, financial planning, mutual fund brokerage, investment management and shareholder account servicing
Pseudo MarkINVESTING WITH A PLAN
Disclaimer with Predetermined Text"INVESTING"

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, December 31, 2021
Primary Code036
First Use Anywhere DateTuesday, February 1, 2000
First Use In Commerce DateTuesday, February 1, 2000

Trademark Owner History

Party NameWaddell & Reed Financial, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressShawnee Mission, KS 66201
Party NameWaddell & Reed Financial, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressShawnee Mission, KS 66201
Party NameWaddell & Reed Financial, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressShawnee Mission, KS 66201

Trademark Events

Event DateEvent Description
Friday, December 31, 2021CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
Thursday, July 23, 2020REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED
Friday, June 5, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, June 26, 2020COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Monday, August 16, 2010REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Monday, August 16, 2010REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, August 12, 2010TEAS SECTION 8 & 9 RECEIVED
Wednesday, May 5, 2010TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, July 9, 2007REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, July 6, 2007ASSIGNED TO PARALEGAL
Wednesday, June 6, 2007REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
Wednesday, June 6, 2007TEAS SECTION 8 & 15 RECEIVED
Tuesday, October 17, 2006CASE FILE IN TICRS
Monday, September 11, 2006REVIEW OF CORRESPONDENCE COMPLETE
Thursday, May 6, 2004PAPER RECEIVED
Tuesday, June 26, 2001REGISTERED-PRINCIPAL REGISTER
Tuesday, April 3, 2001PUBLISHED FOR OPPOSITION
Wednesday, March 21, 2001NOTICE OF PUBLICATION
Wednesday, October 11, 2000APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, October 11, 2000USE AMENDMENT ACCEPTED
Wednesday, October 4, 2000AMENDMENT TO USE PROCESSING COMPLETE
Wednesday, February 16, 2000USE AMENDMENT FILED
Wednesday, October 4, 2000PREVIOUS ALLOWANCE COUNT WITHDRAWN
Wednesday, July 19, 2000APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, June 27, 2000EXAMINER'S AMENDMENT MAILED
Thursday, June 15, 2000ASSIGNED TO EXAMINER

Related Keywords

plan investing financial management shareholder account servicing investment fund services namely planning