| Serial Number | 86367895 |
| Word Mark | LIFE CHANGES. WE MAKE IT EASIER. |
| Filing Date | Friday, August 15, 2014 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Thursday, August 7, 2025 |
| Registration Number | 4712259 |
| Registration Date | Tuesday, March 31, 2015 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, January 13, 2015 |
| Goods and Services | Advice relating to investments; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, retirement planning, survivor planning and divorce planning; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Fund investment consultation; Investment advice; Investment advisory services; Investment consultation; Investment management; Mutual fund investment; On-line financial planning services |
| 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 | Tuesday, August 26, 2014 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, November 15, 2011 |
| First Use In Commerce Date | Tuesday, November 15, 2011 |
| Party Name | Plum Creek Wealth Advisors, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Olmsted Falls, OH 44138 |
| Party Name | Plum Creek Wealth Advisors, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | North Olmsted, OH 44070 |
| Party Name | Plum Creek Wealth Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | North Olmsted, OH 44070 |
| Event Date | Event Description |
| Tuesday, August 19, 2014 | NEW APPLICATION ENTERED |
| Tuesday, March 31, 2015 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, February 4, 2020 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, August 26, 2014 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, December 2, 2014 | ASSIGNED TO EXAMINER |
| Tuesday, December 2, 2014 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, December 24, 2014 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, January 13, 2015 | PUBLISHED FOR OPPOSITION |
| Tuesday, January 13, 2015 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, February 4, 2020 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, March 31, 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, March 10, 2021 | TEAS SECTION 8 RECEIVED |
| Sunday, March 31, 2024 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Friday, March 7, 2025 | TEAS SECTION 8 & 9 RECEIVED |
| Monday, July 28, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, July 29, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, August 7, 2025 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Thursday, August 7, 2025 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Thursday, August 7, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Thursday, June 24, 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Thursday, June 24, 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, June 24, 2021 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |