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 REGISTERED as of Tuesday, October 8, 2019. 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
Status700 - REGISTERED
Status DateTuesday, October 8, 2019
Registration Number5880465
Registration DateTuesday, October 8, 2019
Mark Drawing3000 - 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.
Disclaimer with Predetermined Text"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.
Goods and Servicesdownloadable retirement planning software
Pseudo MarkLUMP SUM AND THEN SUM RETIREMENT PLANNING SOFTWARE

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 Code6 - Active
Class Status DateFriday, January 27, 2017
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

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

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

Trademark Events


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