| Serial Number | 97199984 |
| Word Mark | MMXXI THE RETIREMENT PLANNING INSTITUTE |
| Filing Date | Sunday, January 2, 2022 |
| Status | 730 - FIRST EXTENSION - GRANTED |
| Status Date | Thursday, January 25, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, May 30, 2023 |
| Description of Mark | The mark consists of a curvilinear five-sided shield outlined in navy blue, on the top and on the bottom outside the shield is a navy blue floral ornamentation, inside the shield are two white laurels on either side of a white pillar with a white open book on top of it. Below the pillars appears an arc in white, navy blue, and red with the navy blue roman numerals "MMXXI" appearing within the arc. The left side of the shield is red on the top and navy blue on the bottom, and the right side of the shield is navy blue on the top and red on the bottom. These quadrants are separated by white areas. A vertical navy blue band appears to the right of the shield with the navy blue wording "THE RETIREMENT PLANNING INSTITUTE" appears to the right of the band. All of the foregoing appears on a white background. |
| Goods and Services | Downloadable educational course materials in the field of wealth management, personal finance and financial planning; Downloadable podcasts in the field of wealth management, personal finance and financial planning |
| Pseudo Mark | TWO THOUSAND TWENTY ONE THE RETIREMENT PLANNING INSTITUTE TWENTY TWENTY ONE THE RETIREMENT PLANNING INSTITUTE TWO ZERO TWO ONE THE RETIREMENT PLANNING INSTITUTE |
| Indication of Colors claimed | The color(s) red, navy blue, and white is/are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "MMXXI" and "THE RETIREMENT PLANNING INSTITUTE" |
| International Class | 009 - 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 Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, January 6, 2022 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Next Level Planning, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Fort Collins, CO 80525 |
| Party Name | Next Level Planning, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Fort Collins, CO 80525 |
| Event Date | Event Description |
| Saturday, January 27, 2024 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Thursday, January 25, 2024 | SOU EXTENSION 1 GRANTED |
| Thursday, January 25, 2024 | SOU EXTENSION 1 FILED |
| Thursday, January 25, 2024 | SOU TEAS EXTENSION RECEIVED |
| Tuesday, July 25, 2023 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, May 30, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 30, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, May 10, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 25, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, April 25, 2023 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, April 25, 2023 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, April 25, 2023 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, April 25, 2023 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, March 22, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, March 22, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, March 20, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, September 20, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, September 20, 2022 | NON-FINAL ACTION E-MAILED |
| Tuesday, September 20, 2022 | NON-FINAL ACTION WRITTEN |
| Wednesday, September 14, 2022 | ASSIGNED TO EXAMINER |
| Friday, January 14, 2022 | PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED |
| Thursday, January 13, 2022 | ASSIGNED TO LIE |
| Tuesday, January 11, 2022 | TEAS VOLUNTARY AMENDMENT RECEIVED |
| Friday, January 7, 2022 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, January 6, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, January 5, 2022 | NEW APPLICATION ENTERED |