PIVOT RETIREMENT PLANNING Trademark
Trademark Overview
On Wednesday, December 28, 2016, a trademark application was filed for PIVOT RETIREMENT PLANNING with the United States Patent and Trademark Office. The USPTO has given the PIVOT RETIREMENT PLANNING trademark a serial number of 87282951. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Tuesday, April 11, 2023. This trademark is owned by PAX Financial Group, LLC. The PIVOT RETIREMENT PLANNING trademark is filed in the Insurance & Financial Services category with the following description:
Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial planning for retirement
General Information
| Serial Number | 87282951 |
| Word Mark | PIVOT RETIREMENT PLANNING |
| Filing Date | Wednesday, December 28, 2016 |
| Status | 701 - SECTION 8 - ACCEPTED |
| Status Date | Tuesday, April 11, 2023 |
| Registration Number | 5269808 |
| Registration Date | Tuesday, August 22, 2017 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, June 6, 2017 |
Trademark Statements
| Goods and Services | Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial planning for retirement |
| Disclaimer with Predetermined Text | "RETIREMENT PLANNING" |
Classification Information
| 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 | Tuesday, January 10, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, December 1, 2015 |
| First Use In Commerce Date | Tuesday, December 1, 2015 |
Trademark Owner History
| Party Name | PAX Financial Group, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Antonio, TX 78232 |
| Party Name | PAX Financial Group, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Antonio, TX 78232 |
| Party Name | PAX Financial Group, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Antonio, TX 78232 |
Trademark Events
| Event Date | Event Description |
| Tuesday, April 11, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Tuesday, April 11, 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Tuesday, April 11, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, August 30, 2022 | TEAS SECTION 8 RECEIVED |
| Monday, August 22, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, August 22, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, June 6, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 6, 2017 | PUBLISHED FOR OPPOSITION |
| Wednesday, May 17, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Sunday, April 23, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 5, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, April 5, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, April 5, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, March 28, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, March 28, 2017 | NON-FINAL ACTION E-MAILED |
| Tuesday, March 28, 2017 | NON-FINAL ACTION WRITTEN |
| Saturday, March 25, 2017 | ASSIGNED TO EXAMINER |
| Tuesday, January 10, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, December 31, 2016 | NEW APPLICATION ENTERED |
