INVESTMENT PLANNING ESTATE PLANNING TAXPLANNING INSURANCE PLANNING INCOME PLANNING Trademark
Trademark Overview
On Wednesday, August 7, 2019, a trademark application was filed for INVESTMENT PLANNING ESTATE PLANNING TAXPLANNING INSURANCE PLANNING INCOME PLANNING with the United States Patent and Trademark Office. The USPTO has given the INVESTMENT PLANNING ESTATE PLANNING TAXPLANNING INSURANCE PLANNING INCOME PLANNING trademark a serial number of 88570192. The federal status of this trademark filing is REGISTERED as of Tuesday, March 10, 2020. This trademark is owned by Advanced Planning Educational Group, Inc.. The INVESTMENT PLANNING ESTATE PLANNING TAXPLANNING INSURANCE PLANNING INCOME PLANNING trademark is filed in the Education & Entertainment Services category with the following description:
Educational services, namely, providing continuing professional education courses in the field of financial planning
General Information
| Serial Number | 88570192 |
| Word Mark | INVESTMENT PLANNING ESTATE PLANNING TAXPLANNING INSURANCE PLANNING INCOME PLANNING |
| Filing Date | Wednesday, August 7, 2019 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, March 10, 2020 |
| Registration Number | 6006663 |
| Registration Date | Tuesday, March 10, 2020 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, December 24, 2019 |
Trademark Statements
| Indication of Colors claimed | The color(s) Pink, purple, green, blue, white, orange and black is/are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "INVESTMENT PLANNING", "ESTATE PLANNING", "TAX PLANNING", "INSURANCE PLANNING", "INCOME PLANNING" |
| Description of Mark | The mark consists of a 5 section pie chart image. Each section has an arrow that leads into the section clockwise to it. The purple section has the words "ESTATE PLANNING" in black text located towards the outer perimeter of the section. An orange section follows next clockwise with the text "TAX PLANNING" in black located at the perimeter. A pink section follows next with black lettering saying "INSURANCE PLANNING". A blue section follows with "INCOME PLANNING" written in black text. A green section follows with "INVESTMENT PLANNING" written in black text. Three black figurine, two male and one female, are located in the center of the image with one male having a white tie. |
| Goods and Services | Educational services, namely, providing continuing professional education courses in the field of financial planning |
Classification Information
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Saturday, August 24, 2019 |
| Primary Code | 041 |
| First Use Anywhere Date | Wednesday, August 1, 2018 |
| First Use In Commerce Date | Wednesday, August 1, 2018 |
Trademark Owner History
| Party Name | Advanced Planning Educational Group, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Sterling Heights, MI 48312 |
| Party Name | Advanced Planning Educational Group, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Sterling Heights, MI 48312 |
| Party Name | Advanced Planning Educational Group, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Sterling Heights, MI 48312 |
Trademark Events
| Event Date | Event Description |
| Tuesday, March 10, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, December 24, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 24, 2019 | PUBLISHED FOR OPPOSITION |
| Wednesday, December 4, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, November 18, 2019 | ASSIGNED TO LIE |
| Thursday, November 14, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, November 8, 2019 | EXAMINER'S AMENDMENT ENTERED |
| Friday, November 8, 2019 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, November 8, 2019 | EXAMINERS AMENDMENT E-MAILED |
| Friday, November 8, 2019 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, November 6, 2019 | ASSIGNED TO EXAMINER |
| Tuesday, August 27, 2019 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Saturday, August 24, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Saturday, August 10, 2019 | NEW APPLICATION ENTERED IN TRAM |
