| Serial Number | 87235808 |
| Word Mark | PLANNED FINANCIAL SERVICES |
| Filing Date | Monday, November 14, 2016 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Tuesday, June 6, 2023 |
| Registration Number | 5338310 |
| Registration Date | Tuesday, November 21, 2017 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, September 5, 2017 |
| Description of Mark | The mark consists of the words "PLANNED FINANCIAL" in blue above the word "SERVICES" in gray. To the left appears a diamond formed by gray segments of a smaller diamond at the bottom point, a chevron, and two rectangles divided by a smaller blue diamond in the top point. Open space appears between each segment and between the blue diamond and rectangles at the top. The background is transparent. |
| Goods and Services | 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 |
| Section 2(f) Limitation Statement | AS TO "PLANNED FINANCIAL SERVICES" |
| Indication of Colors claimed | The color(s) blue and gray is/are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "FINANCIAL SERVICES" |
| 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 | Friday, November 18, 2016 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, November 30, 2007 |
| First Use In Commerce Date | Friday, November 30, 2007 |
| Party Name | PFS IP HOLDINGS LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | BRECKSVILLE, OH 44141 |
| Party Name | Planned Financial Services LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Brecksville, OH 44141 |
| Party Name | Planned Financial Services LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Brecksville, OH 44141 |
| Party Name | Planned Financial Services LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Brecksville, OH 44141 |
| Event Date | Event Description |
| Tuesday, June 6, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Tuesday, June 6, 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Tuesday, June 6, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, November 29, 2022 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, November 21, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, January 12, 2022 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, November 10, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, November 10, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, November 10, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, November 21, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, September 5, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 5, 2017 | PUBLISHED FOR OPPOSITION |
| Wednesday, August 16, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, July 27, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, July 27, 2017 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, July 27, 2017 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, July 27, 2017 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, July 27, 2017 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, July 26, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, July 25, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, July 25, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, March 1, 2017 | NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Wednesday, March 1, 2017 | EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Wednesday, March 1, 2017 | COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY |
| Wednesday, March 1, 2017 | EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED |
| Tuesday, February 21, 2017 | ASSIGNED TO EXAMINER |
| Saturday, November 19, 2016 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, November 18, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, November 17, 2016 | NEW APPLICATION ENTERED |