PERSONAL VALUES PLAN Trademark

Trademark Overview

On Friday, August 8, 2008, a trademark application was filed for PERSONAL VALUES PLAN with the United States Patent and Trademark Office. The USPTO has given the PERSONAL VALUES PLAN trademark a serial number of 77542817. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, June 5, 2020. This trademark is owned by Interactive Financial Advisors. The PERSONAL VALUES PLAN trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning, namely, the creation of a personalized financial analysis and investment strategy to help clients achieve financial independence
personal values plan

General Information

Serial Number77542817
Word MarkPERSONAL VALUES PLAN
Filing DateFriday, August 8, 2008
Status710 - CANCELLED - SECTION 8
Status DateFriday, June 5, 2020
Registration Number3690793
Registration DateTuesday, September 29, 2009
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Disclaimer with Predetermined Text"PLAN"
Goods and ServicesFinancial planning, namely, the creation of a personalized financial analysis and investment strategy to help clients achieve financial independence

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, June 5, 2020
Primary Code036
First Use Anywhere DateSunday, March 25, 2007
First Use In Commerce DateSunday, March 25, 2007

Trademark Owner History

Party NameInteractive Financial Advisors
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressOak Brook, IL 60523
Party NameInteractive Financial Advisors
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressOak Brook, IL 60523

Trademark Events

Event DateEvent Description
Friday, June 5, 2020CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
Saturday, September 29, 2018COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, October 2, 2014NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Thursday, October 2, 2014REGISTERED - SEC. 8 (6-YR) ACCEPTED
Thursday, October 2, 2014CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, October 1, 2014TEAS SECTION 8 RECEIVED
Wednesday, October 1, 2014TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, December 8, 2009TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, September 29, 2009REGISTERED-SUPPLEMENTAL REGISTER
Tuesday, August 25, 2009LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, August 24, 2009APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Wednesday, August 5, 2009TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, August 5, 2009CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, August 5, 2009TEAS REQUEST FOR RECONSIDERATION RECEIVED
Monday, February 9, 2009NOTIFICATION OF FINAL REFUSAL EMAILED
Monday, February 9, 2009FINAL REFUSAL E-MAILED
Monday, February 9, 2009FINAL REFUSAL WRITTEN
Tuesday, January 27, 2009TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, January 27, 2009CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, January 27, 2009ASSIGNED TO LIE
Monday, January 19, 2009TEAS RESPONSE TO OFFICE ACTION RECEIVED
Saturday, November 22, 2008NOTIFICATION OF NON-FINAL ACTION E-MAILED
Saturday, November 22, 2008NON-FINAL ACTION E-MAILED
Saturday, November 22, 2008NON-FINAL ACTION WRITTEN
Tuesday, November 18, 2008ASSIGNED TO EXAMINER
Tuesday, August 12, 2008NEW APPLICATION ENTERED IN TRAM

Related Keywords

plan values personal financial help clients achieve independence strategy analysis planning namely creation