LUMP SUM & THEN SUM RETIREMENT PLANNINGSOFTWARE Trademark

Trademark Overview


On Monday, January 23, 2017, a trademark application was filed for LUMP SUM & THEN SUM RETIREMENT PLANNINGSOFTWARE with the United States Patent and Trademark Office. The USPTO has given the LUMP SUM & THEN SUM RETIREMENT PLANNINGSOFTWARE trademark a serial number of 87310674. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, April 24, 2026. This trademark is owned by JC&AOH LLC. The LUMP SUM & THEN SUM RETIREMENT PLANNINGSOFTWARE trademark is filed in the Computer & Software Products & Electrical & Scientific Products category with the following description:

downloadable retirement planning software
lump sum & then sum retirement planningsoftware

General Information


Serial Number87310674
Word MarkLUMP SUM & THEN SUM RETIREMENT PLANNINGSOFTWARE
Filing DateMonday, January 23, 2017
Status710 - CANCELLED - SECTION 8
Status DateFriday, April 24, 2026
Registration Number5880465
Registration DateTuesday, October 8, 2019
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, July 4, 2017

Trademark Statements


Indication of Colors claimedColor is not claimed as a feature of the mark.
NOT AVAILABLE"RETIREMENT PLANNING SOFTWARE"
Pseudo MarkLUMP SUM AND THEN SUM RETIREMENT PLANNING SOFTWARE
Goods and Servicesdownloadable retirement planning software
Description of MarkThe mark consists of the stacked stylized words "LUMP SUM" with the letter "S" depicted as a stylized dollar sign in a circle. To the right is an ampersand followed by the stacked stylized words "THEN SUM". Beneath all of these elements is the stylized words "RETIREMENT PLANNING SOFTWARE" inside a rectangle.

Classification Information


International Class009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus.
US Class Codes021, 023, 026, 036, 038
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, April 24, 2026
Primary Code009
First Use Anywhere DateTuesday, May 28, 2019
First Use In Commerce DateTuesday, May 28, 2019

Trademark Owner History


Party NameJC&AOH LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressGreendell, NJ 07839
US

Party NameJC&AOH LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressGreendell, NJ 07839
US

Party NameJC&AOH LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressGreendell, NJ 07839
US

Trademark Events


Event DateEvent Description
Thursday, January 26, 2017NEW APPLICATION ENTERED
Friday, January 27, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, January 28, 2017NOTICE OF DESIGN SEARCH CODE E-MAILED
Tuesday, April 18, 2017ASSIGNED TO EXAMINER
Thursday, April 20, 2017EXAMINERS AMENDMENT -WRITTEN
Thursday, April 20, 2017EXAMINERS AMENDMENT E-MAILED
Thursday, April 20, 2017NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, April 20, 2017EXAMINER'S AMENDMENT ENTERED
Monday, April 24, 2017APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, June 14, 2017NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, July 4, 2017PUBLISHED FOR OPPOSITION
Tuesday, July 4, 2017OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, August 29, 2017NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, January 23, 2018SOU TEAS EXTENSION RECEIVED
Tuesday, January 23, 2018SOU EXTENSION 1 FILED
Tuesday, January 23, 2018SOU EXTENSION 1 GRANTED
Thursday, January 25, 2018NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, July 11, 2018SOU TEAS EXTENSION RECEIVED
Wednesday, July 11, 2018SOU EXTENSION 2 FILED
Wednesday, July 11, 2018SOU EXTENSION 2 GRANTED
Friday, July 13, 2018NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Thursday, January 3, 2019SOU TEAS EXTENSION RECEIVED
Thursday, January 3, 2019SOU EXTENSION 3 FILED
Thursday, January 3, 2019SOU EXTENSION 3 GRANTED
Saturday, January 5, 2019NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Tuesday, May 28, 2019TEAS STATEMENT OF USE RECEIVED
Friday, June 7, 2019CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, May 28, 2019USE AMENDMENT FILED
Friday, June 7, 2019STATEMENT OF USE PROCESSING COMPLETE
Friday, June 7, 2019SU - NON-FINAL ACTION - WRITTEN
Friday, June 7, 2019NON-FINAL ACTION E-MAILED
Friday, June 7, 2019NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, August 2, 2019TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, August 9, 2019ASSIGNED TO LIE
Saturday, August 10, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Saturday, August 10, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, August 12, 2019SU-EXAMINER'S AMENDMENT WRITTEN
Monday, August 12, 2019EXAMINERS AMENDMENT E-MAILED
Monday, August 12, 2019NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, August 12, 2019EXAMINER'S AMENDMENT ENTERED
Wednesday, September 4, 2019ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, September 5, 2019NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, October 8, 2019REGISTERED-PRINCIPAL REGISTER
Tuesday, October 8, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, April 24, 2026CANCELLED SEC. 8 (6-YR)