PLANNED FINANCIAL SERVICES Trademark

Trademark Overview


On Monday, November 14, 2016, a trademark application was filed for PLANNED FINANCIAL SERVICES with the United States Patent and Trademark Office. The USPTO has given the PLANNED FINANCIAL SERVICES trademark a serial number of 87235801. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Thursday, January 26, 2023. This trademark is owned by Planned Financial Services LLC. The PLANNED FINANCIAL SERVICES trademark is filed in the Insurance & Financial Services category with the following description:

Financial advisory and consultancy services for retirement, estate planning, financing services and advice, financial management, cash management, investment advisory, financial investment brokerage services, and financial consultation with a focus on integration with personal values and goals
planned financial services

General Information


Serial Number87235801
Word MarkPLANNED FINANCIAL SERVICES
Filing DateMonday, November 14, 2016
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateThursday, January 26, 2023
Registration Number5232031
Registration DateTuesday, June 27, 2017
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 11, 2017

Trademark Statements


Goods and ServicesFinancial advisory and consultancy services for retirement, estate planning, financing services and advice, financial management, cash management, investment advisory, financial investment brokerage services, and financial consultation with a focus on integration with personal values and goals
Disclaimer with Predetermined Text"FINANCIAL SERVICES"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, November 18, 2016
Primary Code036
First Use Anywhere DateWednesday, November 30, 1994
First Use In Commerce DateWednesday, November 30, 1994

Trademark Owner History


Party NamePFS IP HOLDINGS LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressBRECKSVILLE, OH 44141

Party NamePlanned Financial Services LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressBrecksville, OH 44141

Party NamePlanned Financial Services LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressBrecksville, OH 44141

Party NamePlanned Financial Services LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressBrecksville, OH 44141

Trademark Events


Event DateEvent Description
Thursday, January 26, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Thursday, January 26, 2023REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, January 26, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Sunday, July 10, 2022TEAS SECTION 8 & 15 RECEIVED
Monday, June 27, 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, January 12, 2022AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, November 10, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, November 10, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, November 10, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, June 27, 2017REGISTERED-PRINCIPAL REGISTER
Tuesday, April 11, 2017OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, April 11, 2017PUBLISHED FOR OPPOSITION
Wednesday, March 22, 2017NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, March 1, 2017APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, March 1, 2017EXAMINER'S AMENDMENT ENTERED
Wednesday, March 1, 2017NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, March 1, 2017EXAMINERS AMENDMENT E-MAILED
Wednesday, March 1, 2017EXAMINERS AMENDMENT -WRITTEN
Tuesday, February 21, 2017ASSIGNED TO EXAMINER
Friday, November 18, 2016NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, November 17, 2016NEW APPLICATION ENTERED