| Serial Number | 86764794 |
| Word Mark | PERSONAL FINANCIAL GROUP |
| Filing Date | Tuesday, September 22, 2015 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Sunday, December 11, 2022 |
| Registration Number | 4976850 |
| Registration Date | Tuesday, June 14, 2016 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, March 29, 2016 |
| Description of Mark | The mark consists of three diagonally striped trapezoids, to the left of the words "PERSONAL FINANCIAL GROUP". |
| Goods and Services | Credit and financial consultation; Estate planning; Estate trust planning; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Tax and taxation planning, advice, information and consultancy services |
| NOT AVAILABLE | "PERSONAL FINANCIAL GROUP" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, September 28, 2015 |
| Primary Code | 035 |
| First Use Anywhere Date | Thursday, October 30, 2014 |
| First Use In Commerce Date | Thursday, October 30, 2014 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, September 28, 2015 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, October 30, 2014 |
| First Use In Commerce Date | Thursday, October 30, 2014 |
| Party Name | Personal Financial Group, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Overland Park, KS 66211 |
| Party Name | Personal Financial Group, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Overland Park, KS 66211 |
| Party Name | Personal Financial Group, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Overland Park, KS 66211 |
| Event Date | Event Description |
| Friday, September 25, 2015 | NEW APPLICATION ENTERED |
| Monday, September 28, 2015 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, September 29, 2015 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, January 8, 2016 | ASSIGNED TO EXAMINER |
| Tuesday, January 19, 2016 | NON-FINAL ACTION WRITTEN |
| Tuesday, January 19, 2016 | NON-FINAL ACTION E-MAILED |
| Tuesday, January 19, 2016 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, January 19, 2016 | TEAS VOLUNTARY AMENDMENT RECEIVED |
| Tuesday, January 19, 2016 | PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED |
| Thursday, January 21, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, February 22, 2016 | ASSIGNED TO LIE |
| Thursday, February 25, 2016 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, March 9, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 29, 2016 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 29, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 14, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Monday, June 14, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Monday, May 30, 2022 | TEAS SECTION 8 & 15 RECEIVED |
| Sunday, December 11, 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Saturday, June 14, 2025 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Sunday, December 11, 2022 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Sunday, December 11, 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |