MAXIFI PLANNER Trademark

Trademark Overview


On Monday, December 5, 2016, a trademark application was filed for MAXIFI PLANNER with the United States Patent and Trademark Office. The USPTO has given the MAXIFI PLANNER trademark a serial number of 87256713. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Friday, October 13, 2023. This trademark is owned by Economic Security Planning, Inc.. The MAXIFI PLANNER trademark is filed in the Computer & Software Products & Electrical & Scientific Products and Insurance & Financial Services categories with the following description:

Computer programs for financial planning by individuals and financial advisors

Financial consultation services, namely, advice regarding, and preparation of, financial plans for individuals, by financial advisors
maxifi planner

General Information


Serial Number87256713
Word MarkMAXIFI PLANNER
Filing DateMonday, December 5, 2016
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateFriday, October 13, 2023
Registration Number5298208
Registration DateTuesday, September 26, 2017
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, May 9, 2017

Trademark Statements


Goods and ServicesComputer programs for financial planning by individuals and financial advisors
Goods and ServicesFinancial consultation services, namely, advice regarding, and preparation of, financial plans for individuals, by financial advisors
NOT AVAILABLE"PLANNER"

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 DateThursday, December 8, 2016
Primary Code009
First Use Anywhere DateWednesday, April 19, 2017
First Use In Commerce DateWednesday, April 19, 2017

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, December 8, 2016
Primary Code036
First Use Anywhere DateWednesday, April 19, 2017
First Use In Commerce DateWednesday, April 19, 2017

Trademark Owner History


Party NameEconomic Security Planning, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressProvidence, RI 02904

Party NameEconomic Security Planning, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressBoston, MA 02115

Party NameEconomic Security Planning, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressBoston, MA 02115

Trademark Events


Event DateEvent Description
Wednesday, March 8, 2017EXAMINERS AMENDMENT -WRITTEN
Thursday, December 8, 2016NEW APPLICATION ENTERED
Thursday, December 8, 2016NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, March 8, 2017ASSIGNED TO EXAMINER
Wednesday, March 8, 2017EXAMINERS AMENDMENT E-MAILED
Friday, March 31, 2017ASSIGNED TO LIE
Wednesday, March 8, 2017NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, March 8, 2017EXAMINER'S AMENDMENT ENTERED
Wednesday, March 8, 2017APPROVED FOR PUB - PRINCIPAL REGISTER
Saturday, April 1, 2017LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, April 19, 2017NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, May 9, 2017PUBLISHED FOR OPPOSITION
Tuesday, May 9, 2017OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, July 4, 2017NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, July 11, 2017TEAS STATEMENT OF USE RECEIVED
Tuesday, July 11, 2017USE AMENDMENT FILED
Saturday, August 5, 2017CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, August 8, 2017STATEMENT OF USE PROCESSING COMPLETE
Monday, August 21, 2017ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, August 22, 2017NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, September 26, 2017REGISTERED-PRINCIPAL REGISTER
Monday, September 26, 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Saturday, March 11, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Saturday, March 11, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Saturday, March 11, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Saturday, March 11, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Saturday, March 11, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, April 12, 2023TEAS SECTION 8 & 15 RECEIVED
Friday, October 13, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, August 13, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, August 13, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, August 13, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, October 13, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Friday, October 13, 2023REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.