PLAN FORWARD Trademark

Trademark Overview


On Tuesday, February 24, 2015, a trademark application was filed for PLAN FORWARD with the United States Patent and Trademark Office. The USPTO has given the PLAN FORWARD trademark a serial number of 86544619. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, April 1, 2022. This trademark is owned by Windsor Capital Management, LLC. The PLAN FORWARD trademark is filed in the Insurance & Financial Services category with the following description:

Capital investment consulting; Capital investment services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning and investment advisory 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 services, namely, wealth management services; Investment advisory services
plan forward

General Information


Serial Number86544619
Word MarkPLAN FORWARD
Filing DateTuesday, February 24, 2015
Status710 - CANCELLED - SECTION 8
Status DateFriday, April 1, 2022
Registration Number4817815
Registration DateTuesday, September 22, 2015
Mark Drawing3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, July 7, 2015

Trademark Statements


Description of MarkThe mark consists of the word "PLAN" to the left of an arrow image pointed to the right and the word "FORWARD".
Goods and ServicesCapital investment consulting; Capital investment services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning and investment advisory 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 services, namely, wealth management services; Investment advisory services

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, April 1, 2022
Primary Code036
First Use Anywhere DateThursday, March 31, 2011
First Use In Commerce DateThursday, March 31, 2011

Trademark Owner History


Party NameWindsor Capital Management, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressPhoenix, AZ 85020

Party NameWindsor Capital Management, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressPhoenix, AZ 85020

Party NameWindsor Capital Management, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressPhoenix, AZ 85020

Trademark Events


Event DateEvent Description
Friday, April 1, 2022CANCELLED SEC. 8 (6-YR)
Tuesday, September 22, 2020COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, September 22, 2015REGISTERED-PRINCIPAL REGISTER
Tuesday, July 7, 2015OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, July 7, 2015PUBLISHED FOR OPPOSITION
Wednesday, June 17, 2015NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, June 1, 2015APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, June 1, 2015ASSIGNED TO EXAMINER
Wednesday, March 11, 2015NOTICE OF DESIGN SEARCH CODE E-MAILED
Tuesday, March 10, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Friday, February 27, 2015NEW APPLICATION ENTERED IN TRAM