PLANNED RETURN STRATEGY Trademark

Trademark Overview

On Wednesday, November 18, 2009, a trademark application was filed for PLANNED RETURN STRATEGY with the United States Patent and Trademark Office. The USPTO has given the PLANNED RETURN STRATEGY trademark a serial number of 77875714. The federal status of this trademark filing is REGISTERED AND RENEWED as of Thursday, October 14, 2021. This trademark is owned by The MDE Group, Inc.. The PLANNED RETURN STRATEGY trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Financial planning and investment advisory services; Financial advisory and consultancy services; Financial asset management; Financial planning services, namely, developing compensation and benefit packages for corporate executives

[Tax preparation]
planned return strategy

General Information

Serial Number77875714
Word MarkPLANNED RETURN STRATEGY
Filing DateWednesday, November 18, 2009
Status800 - REGISTERED AND RENEWED
Status DateThursday, October 14, 2021
Registration Number3979700
Registration DateTuesday, June 14, 2011
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesFinancial planning and investment advisory services; Financial advisory and consultancy services; Financial asset management; Financial planning services, namely, developing compensation and benefit packages for corporate executives
Goods and Services[Tax preparation]

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status CodeB - Sec. 8 - Class(es) in a Multiple Class registration
Class Status DateFriday, November 27, 2009
Primary Code035
First Use Anywhere DateWednesday, August 1, 2007
First Use In Commerce DateWednesday, August 1, 2007
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, September 27, 2010
Primary Code036
First Use Anywhere DateWednesday, August 1, 2007
First Use In Commerce DateWednesday, August 1, 2007

Trademark Owner History

Party NameBEACON INVESTMENT ADVISORY SERVICES, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressMORRISTOWN, NJ 07960
Party NameThe MDE Group, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressMorristown, NJ 07960
Party NameThe MDE Group, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressMorristown, NJ 07960

Trademark Events

Event DateEvent Description
Thursday, October 14, 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Thursday, October 14, 2021REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Thursday, October 14, 2021REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, October 14, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, June 4, 2021TEAS SECTION 8 & 9 RECEIVED
Sunday, June 14, 2020COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Saturday, July 22, 2017NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Saturday, July 22, 2017REGISTERED - SEC. 8 (6-YR) ACCEPTED
Saturday, July 22, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, June 2, 2017TEAS SECTION 8 RECEIVED
Tuesday, June 14, 2016COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, July 10, 2015ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, July 10, 2015TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, April 8, 2015AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, June 14, 2011REGISTERED-SUPPLEMENTAL REGISTER
Friday, May 6, 2011LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, May 6, 2011ASSIGNED TO LIE
Friday, April 22, 2011NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Thursday, April 21, 2011APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Thursday, April 21, 2011USE AMENDMENT ACCEPTED
Tuesday, April 5, 2011AMENDMENT TO USE PROCESSING COMPLETE
Tuesday, April 5, 2011USE AMENDMENT FILED
Monday, April 4, 2011TEAS AMENDMENT OF USE RECEIVED
Monday, April 4, 2011TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, April 4, 2011CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, April 4, 2011TEAS RESPONSE TO OFFICE ACTION RECEIVED
Saturday, October 2, 2010NOTIFICATION OF NON-FINAL ACTION E-MAILED
Saturday, October 2, 2010NON-FINAL ACTION E-MAILED
Saturday, October 2, 2010NON-FINAL ACTION WRITTEN
Friday, September 3, 2010ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, September 3, 2010TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, September 3, 2010TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, September 3, 2010CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, September 3, 2010TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, March 4, 2010NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, March 4, 2010NON-FINAL ACTION E-MAILED
Thursday, March 4, 2010NON-FINAL ACTION WRITTEN
Wednesday, February 24, 2010ASSIGNED TO EXAMINER
Friday, November 27, 2009NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, November 21, 2009NEW APPLICATION ENTERED

Related Keywords

strategy return planned financial services planning advisory packages benefit executives compensation preparation corporate