PERSONALIZED FINANCIAL R E S O U R C E S, LLC Trademark

Trademark Overview


On Wednesday, August 15, 2007, a trademark application was filed for PERSONALIZED FINANCIAL R E S O U R C E S, LLC with the United States Patent and Trademark Office. The USPTO has given the PERSONALIZED FINANCIAL R E S O U R C E S, LLC trademark a serial number of 77255886. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, December 14, 2018. This trademark is owned by Personalized Financial Resources, LLC. The PERSONALIZED FINANCIAL R E S O U R C E S, LLC trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments
personalized financial r e s o u r c e s, llc

General Information


Serial Number77255886
Word MarkPERSONALIZED FINANCIAL R E S O U R C E S, LLC
Filing DateWednesday, August 15, 2007
Status710 - CANCELLED - SECTION 8
Status DateFriday, December 14, 2018
Registration Number3425951
Registration DateTuesday, May 13, 2008
Mark Drawing3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, February 26, 2008

Trademark Statements


Indication of Colors claimedThe color(s) dark green, light green and black is/are claimed as a feature of the mark.
Disclaimer with Predetermined Text"PERSONALIZED FINANCIAL RESOURCES, LLC"
Description of MarkThe mark consists of eight dark green leaves, an illustrated tree trunk in light green in the middle of the leaves and the stylized type is in black for the words "Personalized Financial Resources, LLC".
Goods and ServicesFinancial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments
Pseudo MarkPERSONALIZED FINANCIAL RESOURCES, LLC

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, December 14, 2018
Primary Code036
First Use Anywhere DateTuesday, May 1, 2007
First Use In Commerce DateThursday, May 10, 2007

Trademark Owner History


Party NamePersonalized Financial Resources, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressLake in the Hills, IL 60156

Party NamePersonalized Financial Resources, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressLake in the Hills, IL 60156

Party NamePersonalized Financial Resources, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressLake in the Hills, IL 60156

Trademark Events


Event DateEvent Description
Friday, December 14, 2018CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
Saturday, May 13, 2017COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, August 23, 2013NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Friday, August 23, 2013REGISTERED - SEC. 8 (6-YR) ACCEPTED
Monday, August 12, 2013REGISTERED - SEC. 8 (6-YR) FILED
Monday, August 12, 2013PAPER RECEIVED
Friday, August 9, 2013POST REGISTRATION ACTION MAILED - SEC. 8
Thursday, August 8, 2013CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, July 22, 2013TEAS SECTION 8 RECEIVED
Monday, July 22, 2013TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, May 13, 2008REGISTERED-PRINCIPAL REGISTER
Tuesday, February 26, 2008PUBLISHED FOR OPPOSITION
Wednesday, February 6, 2008NOTICE OF PUBLICATION
Saturday, January 19, 2008LAW OFFICE PUBLICATION REVIEW COMPLETED
Saturday, January 19, 2008ASSIGNED TO LIE
Thursday, December 6, 2007APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, December 6, 2007EXAMINER'S AMENDMENT ENTERED
Thursday, December 6, 2007NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, December 6, 2007EXAMINERS AMENDMENT E-MAILED
Thursday, December 6, 2007EXAMINERS AMENDMENT -WRITTEN
Saturday, December 1, 2007NOTIFICATION OF NON-FINAL ACTION E-MAILED
Saturday, December 1, 2007NON-FINAL ACTION E-MAILED
Saturday, December 1, 2007NON-FINAL ACTION WRITTEN
Friday, November 23, 2007ASSIGNED TO EXAMINER
Tuesday, August 21, 2007NOTICE OF DESIGN SEARCH CODE MAILED
Monday, August 20, 2007NEW APPLICATION ENTERED IN TRAM