PLAN TO PIE Trademark

Trademark Overview


On Monday, October 19, 2015, a trademark application was filed for PLAN TO PIE with the United States Patent and Trademark Office. The USPTO has given the PLAN TO PIE trademark a serial number of 86792290. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, September 1, 2023. This trademark is owned by Wells Fargo & Company. The PLAN TO PIE trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:

FINANCIAL SERVICES FOR INVESTMENT PORTFOLIOS, namely, FINANCIAL PORTFOLIO MANAGEMENT AND ANALYSIS; PROVIDING SERVICES IN THE INVESTMENT AND FINANCIAL FIELDS, NAMELY, THE ANALYSIS, CREATION, MANAGEMENT, MONITORING, ACCOUNTING AND REBALANCING OF INVESTMENT PORTFOLIOS

PROVIDING TEMPORARY USE OF A NON-DOWNLOADABLE WEB-BASED SOFTWARE APPLICATION FOR USE IN MONITORING AND REPORTING FINANCIAL ACCOUNT BALANCING AND ASSET ALLOCATION IN THE FIELD OF INVESTMENTS MANAGEMENT
plan to pie

General Information


Serial Number86792290
Word MarkPLAN TO PIE
Filing DateMonday, October 19, 2015
Status710 - CANCELLED - SECTION 8
Status DateFriday, September 1, 2023
Registration Number5147615
Registration DateTuesday, February 21, 2017
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 19, 2016

Trademark Statements


Goods and ServicesFINANCIAL SERVICES FOR INVESTMENT PORTFOLIOS, namely, FINANCIAL PORTFOLIO MANAGEMENT AND ANALYSIS; PROVIDING SERVICES IN THE INVESTMENT AND FINANCIAL FIELDS, NAMELY, THE ANALYSIS, CREATION, MANAGEMENT, MONITORING, ACCOUNTING AND REBALANCING OF INVESTMENT PORTFOLIOS
Goods and ServicesPROVIDING TEMPORARY USE OF A NON-DOWNLOADABLE WEB-BASED SOFTWARE APPLICATION FOR USE IN MONITORING AND REPORTING FINANCIAL ACCOUNT BALANCING AND ASSET ALLOCATION IN THE FIELD OF INVESTMENTS MANAGEMENT

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, September 1, 2023
Primary Code036
First Use Anywhere DateSaturday, August 1, 2015
First Use In Commerce DateSaturday, August 1, 2015

International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, September 1, 2023
Primary Code042
First Use Anywhere DateSaturday, August 1, 2015
First Use In Commerce DateSaturday, August 1, 2015

Trademark Owner History


Party NameWells Fargo & Company
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressMinneapolis, MN 55479

Party NameWells Fargo & Company
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressMinneapolis, MN 55479

Party NameWells Fargo & Company
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressMinneapolis, MN 55479

Trademark Events


Event DateEvent Description
Friday, September 1, 2023CANCELLED SEC. 8 (6-YR)
Monday, February 21, 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, February 6, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, February 6, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, February 21, 2017REGISTERED-PRINCIPAL REGISTER
Saturday, January 14, 2017NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Friday, January 13, 2017ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Monday, December 19, 2016STATEMENT OF USE PROCESSING COMPLETE
Wednesday, November 30, 2016USE AMENDMENT FILED
Monday, December 19, 2016CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, November 30, 2016TEAS STATEMENT OF USE RECEIVED
Tuesday, September 13, 2016NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, July 19, 2016OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, July 19, 2016PUBLISHED FOR OPPOSITION
Wednesday, June 29, 2016NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, June 8, 2016APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, May 25, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, May 24, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, May 24, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, November 24, 2015NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, November 24, 2015NON-FINAL ACTION E-MAILED
Tuesday, November 24, 2015NON-FINAL ACTION WRITTEN
Monday, November 23, 2015ASSIGNED TO EXAMINER
Thursday, October 22, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, October 22, 2015NEW APPLICATION ENTERED