PLANNED RETURN STRATEGY Trademark
Trademark Overview
On Friday, June 4, 2021, 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 90754265. The federal status of this trademark filing is REGISTERED as of Tuesday, June 21, 2022. This trademark is owned by BEACON INVESTMENT ADVISORY SERVICES, INC.. The PLANNED RETURN STRATEGY trademark is filed in the Insurance & Financial Services category 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
General Information
| Serial Number | 90754265 |
| Word Mark | PLANNED RETURN STRATEGY |
| Filing Date | Friday, June 4, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, June 21, 2022 |
| Registration Number | 6765146 |
| Registration Date | Tuesday, June 21, 2022 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 5, 2022 |
Trademark Statements
| Goods and Services | 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 |
Classification Information
| 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 | Thursday, August 26, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, August 1, 2007 |
| First Use In Commerce Date | Wednesday, August 1, 2007 |
Trademark Owner History
| Party Name | BEACON INVESTMENT ADVISORY SERVICES, INC. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | MORRISTOWN, NJ 07960 |
| Party Name | BEACON INVESTMENT ADVISORY SERVICES, INC. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | MORRISTOWN, NJ 07960 |
| Party Name | BEACON INVESTMENT ADVISORY SERVICES, INC. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | MORRISTOWN, NJ 07960 |
Trademark Events
| Event Date | Event Description |
| Tuesday, June 21, 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, June 21, 2022 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, April 5, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 5, 2022 | PUBLISHED FOR OPPOSITION |
| Wednesday, March 16, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, February 25, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, February 22, 2022 | ASSIGNED TO EXAMINER |
| Thursday, August 26, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Tuesday, June 8, 2021 | NEW APPLICATION ENTERED IN TRAM |
