| Serial Number | 88255604 |
| Word Mark | LIVE IN THE PRESENT, PLAN FOR THE FUTURE |
| Filing Date | Wednesday, January 9, 2019 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Tuesday, June 17, 2025 |
| Registration Number | 5939858 |
| Registration Date | Tuesday, December 17, 2019 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, May 7, 2019 |
| Goods and Services | Financial administration of retirement plans; Financial advisory and consultancy services; Financial planning; Financial planning and investment advisory services; Individual retirement account services; Insurance consultation; Investment advisory services; Investment consultation; Investment consultation in the fields of retirement and cash flow planning; Investment management; Investment management in the fields of retirement and cash flow planning |
| 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 | Wednesday, January 30, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, September 17, 2019 |
| First Use In Commerce Date | Tuesday, September 17, 2019 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | Ventura, CA 93001 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | Ventura, CA 93001 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Ventura, CA 93001 |
| Event Date | Event Description |
| Saturday, January 12, 2019 | NEW APPLICATION ENTERED |
| Wednesday, January 30, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, March 25, 2019 | ASSIGNED TO EXAMINER |
| Wednesday, March 27, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, May 7, 2019 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 7, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Wednesday, April 17, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, September 24, 2019 | USE AMENDMENT FILED |
| Tuesday, October 15, 2019 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, October 15, 2019 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, November 12, 2019 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, July 2, 2019 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, September 24, 2019 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, November 13, 2019 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, December 17, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, February 25, 2025 | TEAS SECTION 8 & 15 RECEIVED |
| Tuesday, December 17, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, June 17, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, June 17, 2025 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Tuesday, June 17, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |