| Serial Number | 87015751 |
| Word Mark | PLAN SMART RETIRE SMART |
| Filing Date | Wednesday, April 27, 2016 |
| Status | 701 - SECTION 8 - ACCEPTED |
| Status Date | Wednesday, June 7, 2023 |
| Registration Number | 5122258 |
| Registration Date | Tuesday, January 17, 2017 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, November 1, 2016 |
| Goods and Services | Financial planning and investment advisory services; Financial planning for retirement; Investment advisory services |
| Disclaimer with Predetermined Text | "PLAN" AND "RETIRE" |
| 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 | Saturday, April 30, 2016 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, June 1, 2009 |
| First Use In Commerce Date | Monday, June 1, 2009 |
| Party Name | STRATEGIC FINANCIAL GROUP LLC |
| Party Type | 32 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | GRAND HAVEN, MI 49417 |
| Party Name | IQ COMPANIES, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Grand Haven, MI 49417 |
| Party Name | Strategic Financial Group LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Grand Haven, MI 49417 |
| Party Name | Strategic Financial Group LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Grand Haven, MI 49417 |
| Party Name | Strategic Financial Group LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Grand Haven, MI 49417 |
| Event Date | Event Description |
| Wednesday, June 7, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Wednesday, June 7, 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Wednesday, June 7, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, April 5, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, December 9, 2022 | TEAS SECTION 8 RECEIVED |
| Monday, January 17, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, December 18, 2019 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, January 17, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, November 1, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 1, 2016 | PUBLISHED FOR OPPOSITION |
| Wednesday, October 12, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, September 22, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, September 22, 2016 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, September 22, 2016 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, September 22, 2016 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, September 22, 2016 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, August 12, 2016 | NOTIFICATION OF PRIORITY ACTION E-MAILED |
| Friday, August 12, 2016 | PRIORITY ACTION E-MAILED |
| Friday, August 12, 2016 | PRIORITY ACTION WRITTEN |
| Friday, August 12, 2016 | ASSIGNED TO EXAMINER |
| Saturday, April 30, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, April 30, 2016 | NEW APPLICATION ENTERED |