PLANASSIST Trademark

Trademark Overview


On Monday, February 26, 2018, a trademark application was filed for PLANASSIST with the United States Patent and Trademark Office. The USPTO has given the PLANASSIST trademark a serial number of 87810916. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Tuesday, January 16, 2024. This trademark is owned by CORE WEALTH CONSULTANTS, LLC. The PLANASSIST trademark is filed in the Insurance & Financial Services category with the following description:

Financial consulting and advising services
planassist

General Information


Serial Number87810916
Word MarkPLANASSIST
Filing DateMonday, February 26, 2018
Status701 - SECTION 8 - ACCEPTED
Status DateTuesday, January 16, 2024
Registration Number5575407
Registration DateTuesday, October 2, 2018
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 17, 2018

Trademark Statements


Pseudo MarkPLAN ASSIST
Goods and ServicesFinancial consulting and advising services

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSaturday, March 3, 2018
Primary Code036
First Use Anywhere DateThursday, February 22, 2018
First Use In Commerce DateThursday, February 22, 2018

Trademark Owner History


Party NameCORE WEALTH CONSULTANTS, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressWinter Garden, FL 34787

Party NameCORE WEALTH CONSULTANTS, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressWinter Garden, FL 34787

Party NameCORE WEALTH CONSULTANTS, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressWinter Garden, FL 34787

Trademark Events


Event DateEvent Description
Tuesday, January 16, 2024NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Tuesday, January 16, 2024REGISTERED - SEC. 8 (6-YR) ACCEPTED
Tuesday, January 16, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, October 30, 2023TEAS SECTION 8 RECEIVED
Monday, October 2, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, February 22, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, February 22, 2022TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Tuesday, February 22, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, February 22, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, November 2, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, November 2, 2021TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Tuesday, November 2, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, November 2, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, August 25, 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, August 25, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, August 25, 2021TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Wednesday, August 25, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, August 25, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, August 25, 2021TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, October 2, 2018REGISTERED-PRINCIPAL REGISTER
Tuesday, July 17, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, July 17, 2018PUBLISHED FOR OPPOSITION
Wednesday, June 27, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, June 13, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, June 11, 2018ASSIGNED TO EXAMINER
Tuesday, March 27, 2018ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, March 27, 2018TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Saturday, March 3, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, March 1, 2018NEW APPLICATION ENTERED