PETE THE PLANNER Trademark

Trademark Overview


On Monday, November 25, 2013, a trademark application was filed for PETE THE PLANNER with the United States Patent and Trademark Office. The USPTO has given the PETE THE PLANNER trademark a serial number of 86127968. The federal status of this trademark filing is REGISTERED AND RENEWED as of Tuesday, April 30, 2024. This trademark is owned by Advanced Planning Solutions, Inc.. The PETE THE PLANNER trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:

educational and entertainment services, namely, conducting seminars, making personal appearances by a financial planner and motivational speaker, and providing motivational speaking services, all in the fields of financial planning, affairs, investment, and management and the acquisition of income and capital and distribution of training material in connection therewith; radio entertainment services, namely radio programs featuring performances by a radio personality; educational services, namely, conducting classes, seminars, conferences, workshops in the fields of financial planning, affairs, investment , and management and the acquisition of income and capital and distribution of training material in connection therewith; online journals, namely, blogs in the fields of financial planning, affairs, investment, and management and the acquisition of income and capital

providing a website featuring financial information in the fields of financial planning, affairs, investment, and management and the acquisition of income and capital
pete the planner

General Information


Serial Number86127968
Word MarkPETE THE PLANNER
Filing DateMonday, November 25, 2013
Status800 - REGISTERED AND RENEWED
Status DateTuesday, April 30, 2024
Registration Number4643794
Registration DateTuesday, November 25, 2014
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, September 9, 2014

Trademark Statements


Goods and Serviceseducational and entertainment services, namely, conducting seminars, making personal appearances by a financial planner and motivational speaker, and providing motivational speaking services, all in the fields of financial planning, affairs, investment, and management and the acquisition of income and capital and distribution of training material in connection therewith; radio entertainment services, namely radio programs featuring performances by a radio personality; educational services, namely, conducting classes, seminars, conferences, workshops in the fields of financial planning, affairs, investment , and management and the acquisition of income and capital and distribution of training material in connection therewith; online journals, namely, blogs in the fields of financial planning, affairs, investment, and management and the acquisition of income and capital
Goods and Servicesproviding a website featuring financial information in the fields of financial planning, affairs, investment, and management and the acquisition of income and capital

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, July 21, 2014
Primary Code036
First Use Anywhere DateThursday, June 30, 2005
First Use In Commerce DateThursday, June 30, 2005

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateSaturday, December 7, 2013
Primary Code041
First Use Anywhere DateThursday, June 30, 2005
First Use In Commerce DateThursday, June 30, 2005

Trademark Owner History


Party NameAdvanced Planning Solutions, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressIndianapolis, IN 46260

Party NameAdvanced Planning Solutions, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressCarmel, IN 46032

Party NameAdvanced Planning Solutions, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressCarmel, IN 46032

Trademark Events


Event DateEvent Description
Tuesday, March 11, 2014NON-FINAL ACTION WRITTEN
Tuesday, March 11, 2014NON-FINAL ACTION E-MAILED
Tuesday, March 11, 2014NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, July 21, 2014TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, July 21, 2014TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, November 28, 2013NEW APPLICATION ENTERED
Saturday, December 7, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, March 11, 2014ASSIGNED TO EXAMINER
Monday, July 21, 2014CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, July 22, 2014EXAMINER'S AMENDMENT ENTERED
Tuesday, July 22, 2014EXAMINERS AMENDMENT -WRITTEN
Tuesday, July 22, 2014EXAMINERS AMENDMENT E-MAILED
Tuesday, July 22, 2014NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, July 22, 2014APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, September 9, 2014OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Thursday, July 31, 2014ASSIGNED TO LIE
Friday, August 1, 2014LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, August 20, 2014NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, September 9, 2014PUBLISHED FOR OPPOSITION
Thursday, May 19, 2016APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, November 13, 2020TEAS SECTION 8 & 15 RECEIVED
Tuesday, November 25, 2014REGISTERED-PRINCIPAL REGISTER
Thursday, May 19, 2016TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, August 13, 2019TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, August 13, 2019APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, November 25, 2019COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Saturday, February 20, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Saturday, February 20, 2021REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Saturday, February 20, 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Monday, April 29, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, April 29, 2024POST REGISTRATION ACTION MAILED - SEC. 8 & 9
Tuesday, April 30, 2024REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Tuesday, April 30, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Saturday, November 25, 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, January 3, 2024TEAS SECTION 8 & 9 RECEIVED
Monday, April 29, 2024TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Tuesday, April 30, 2024REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Monday, April 7, 2025TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, April 7, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, April 7, 2025APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED