PERSONAL RETIREMENT PLAN Trademark

Trademark Overview

On Wednesday, January 20, 2016, a trademark application was filed for PERSONAL RETIREMENT PLAN with the United States Patent and Trademark Office. The USPTO has given the PERSONAL RETIREMENT PLAN trademark a serial number of 86880892. The federal status of this trademark filing is CANCELLATION TERMINATED - SEE TTAB RECORDS as of Monday, January 24, 2022. This trademark is owned by Mercury Financial Group, LLC. The PERSONAL RETIREMENT PLAN trademark is filed in the Insurance & Financial Services category with the following description:

Financial advisory and consultancy services; Financial planning and investment advisory services; Financial planning, namely, providing executive-styled financial asset management for non-executives; Financial advice; Financial consultancy; Financial consultation; Financial planning; Financial planning consultation; Financial planning for retirement; Financial retirement plan consulting services
personal retirement plan

General Information

Serial Number86880892
Word MarkPERSONAL RETIREMENT PLAN
Filing DateWednesday, January 20, 2016
Status780 - CANCELLATION TERMINATED - SEE TTAB RECORDS
Status DateMonday, January 24, 2022
Registration Number5130637
Registration DateTuesday, January 24, 2017
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesFinancial advisory and consultancy services; Financial planning and investment advisory services; Financial planning, namely, providing executive-styled financial asset management for non-executives; Financial advice; Financial consultancy; Financial consultation; Financial planning; Financial planning consultation; Financial planning for retirement; Financial retirement plan consulting services
Disclaimer with Predetermined Text"RETIREMENT PLAN"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, January 25, 2016
Primary Code036
First Use Anywhere DateThursday, January 1, 2015
First Use In Commerce DateThursday, January 1, 2015

Trademark Owner History

Party NamePLANMEMBER FINANCIAL CORPORATION
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressCARPINTERIA, CA 93013
Party NameMercury Financial Group, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressDallas, TX 75202
Party NameMercury Financial Group, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressDallas, TX 75202

Trademark Events

Event DateEvent Description
Wednesday, July 26, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Wednesday, July 26, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, July 26, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, July 26, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, July 26, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, July 26, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, December 22, 2022NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Thursday, December 22, 2022REGISTERED - SEC. 8 (6-YR) ACCEPTED
Thursday, December 22, 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, June 30, 2022TEAS SECTION 8 RECEIVED
Wednesday, March 9, 2022AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, January 24, 2022TTAB RELEASE CASE TO TRADEMARKS
Monday, January 24, 2022CANCELLATION TERMINATED NO. 999999
Monday, January 24, 2022CANCELLATION DENIED NO. 999999
Monday, January 24, 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, June 9, 2021CANCELLATION INSTITUTED NO. 999999
Tuesday, January 24, 2017REGISTERED-SUPPLEMENTAL REGISTER
Monday, December 19, 2016LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, November 22, 2016ASSIGNED TO LIE
Wednesday, November 9, 2016APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Wednesday, November 9, 2016EXAMINER'S AMENDMENT ENTERED
Wednesday, November 9, 2016NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, November 9, 2016EXAMINERS AMENDMENT E-MAILED
Wednesday, November 9, 2016EXAMINERS AMENDMENT -WRITTEN
Friday, November 4, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, November 4, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, November 4, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, May 11, 2016NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, May 11, 2016NON-FINAL ACTION E-MAILED
Wednesday, May 11, 2016NON-FINAL ACTION WRITTEN
Thursday, May 5, 2016ASSIGNED TO EXAMINER
Monday, January 25, 2016NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, January 23, 2016NEW APPLICATION ENTERED

Related Keywords

plan retirement personal financial planning services consultation consultancy advisory advice consulting executives