PERSONAL CFO Trademark

Trademark Overview

On Wednesday, February 20, 2019, a trademark application was filed for PERSONAL CFO with the United States Patent and Trademark Office. The USPTO has given the PERSONAL CFO trademark a serial number of 88309031. The federal status of this trademark filing is REPORT COMPLETED SUSPENSION CHECK - CASE STILL SUSPENDED as of Wednesday, October 9, 2024. This trademark is owned by Planned Financial Services LLC. The PERSONAL CFO trademark is filed in the Insurance & Financial Services category with the following description:

Financial advisory and consultancy services in the fields of retirement, estate planning, financing services and advice, financial management, cash management, investment advisory, financial investment brokerage services, and financial consultation with a focus on integration with personal values and goals
personal cfo

General Information

Serial Number88309031
Word MarkPERSONAL CFO
Filing DateWednesday, February 20, 2019
Status654 - REPORT COMPLETED SUSPENSION CHECK - CASE STILL SUSPENDED
Status DateWednesday, October 9, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Concurrent Use StatementIn connection with TTAB proceeding 91254092, limited to the area comprising the states of ARIZONA COLORADO FLORIDA GEORGIA ILLINOIS INDIANA KENTUCKY LOUISIANA MICHIGAN MINNESOTA NORTH CAROLINA NEW YORK OHIO PENNSYLVANIA SOUTH CAROLINA SOUTH DAKOTA TEXAS VIRGINIA WASHINGTON and territory of VIRGIN ISLANDS,
Goods and ServicesFinancial advisory and consultancy services in the fields of retirement, estate planning, financing services and advice, financial management, cash management, investment advisory, financial investment brokerage services, and financial consultation with a focus on integration with personal values and goals
Concurrent Use StatementApplicant's date of first use in commerce (September 1, 2000) is prior to the filing date of pending application 88273116 (Jan. 23, 2019). (Please see full response for additional details.)

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, March 13, 2019
Primary Code036
First Use Anywhere DateFriday, September 1, 2000
First Use In Commerce DateFriday, September 1, 2000

Trademark Owner History

Party NamePFS IP HOLDINGS LLC
Party Type11 - New Owner Before Publication
Legal Entity Type16 - Limited Liability Company
AddressBRECKSVILLE, OH 44141
Party NamePlanned Financial Services LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressBrecksville, OH 44141

Trademark Events

Event DateEvent Description
Saturday, February 23, 2019NEW APPLICATION ENTERED
Wednesday, March 13, 2019NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, May 1, 2019ASSIGNED TO EXAMINER
Wednesday, May 8, 2019NON-FINAL ACTION WRITTEN
Wednesday, May 8, 2019NON-FINAL ACTION E-MAILED
Wednesday, May 8, 2019NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, November 8, 2019TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, November 15, 2019ASSIGNED TO LIE
Friday, December 20, 2019NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Monday, November 18, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, November 18, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, December 20, 2019SUSPENSION LETTER WRITTEN
Friday, December 20, 2019LETTER OF SUSPENSION E-MAILED
Monday, June 22, 2020REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Friday, November 27, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Saturday, November 28, 2020TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, November 27, 2020TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
Tuesday, June 22, 2021TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, December 22, 2020NON-FINAL ACTION WRITTEN
Tuesday, December 22, 2020NON-FINAL ACTION E-MAILED
Tuesday, December 22, 2020NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, June 21, 2021CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, June 21, 2021TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, July 23, 2021SUSPENSION LETTER WRITTEN
Friday, July 23, 2021LETTER OF SUSPENSION E-MAILED
Friday, July 23, 2021NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Wednesday, November 10, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, November 10, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, November 10, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, July 5, 2022ASSIGNED TO EXAMINER
Wednesday, January 12, 2022AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, February 22, 2022SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
Monday, March 21, 2022REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Monday, February 12, 2024SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
Saturday, March 9, 2024REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Wednesday, October 9, 2024REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Thursday, November 17, 2022SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
Monday, December 19, 2022REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Saturday, July 8, 2023SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
Friday, August 4, 2023REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Friday, August 4, 2023REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED

Related Keywords

personal financial services advisory investment management consultation brokerage goals values