| Serial Number | 78691461 |
| Word Mark | PLANNING ASSOCIATES |
| Filing Date | Friday, August 12, 2005 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, February 7, 2014 |
| Registration Number | 3257792 |
| Registration Date | Tuesday, July 3, 2007 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, April 17, 2007 |
| Indication of Colors claimed | The applicant claims color as a feature of the mark, namely, Blue: pantone 541C and Green: pantone 556 C. |
| Disclaimer with Predetermined Text | "ASSOCIATES" |
| Description of Mark | The mark consists of The color pantone 541C (Blue) is used in the text and for the circle behind the compass rose. The color pantone 556 C (green) appears as a highlight on the compass rose. |
| Goods and Services | Advertising services for promoting the brokerage of stocks and other securities; Analyzing and compiling data for measuring the performance of financial markets; Directing orders for securities trades by means of computer software which automatically directs trades to the best location for executing such orders; Share registration services namely registering the ownership of stocks and bonds |
| Goods and Services | Advice relating to investments; Agencies for brokerage of securities trading in overseas securities markets and of transactions on commission of overseas market securities futures; Agencies in the field of bonds and other securities; Agencies or brokerage for trading of securities, securities index futures, securities options, and overseas market securities futures; Automated securities brokerage; Brokerage of shares and other securities; Brokerage of shares or stocks and other securities; Capital investment consultation; Commodity investment advice; Electronic financial service for the purchase of savings bonds; Equity capital investment; Establishing mutual funds for others; Estate planning; Financial analysis and consultation; Financial consultation; Financial forecasting; Financial investment in the field of securities; Financial planning; Financial planning consultation; Financial portfolio management; Financial research; Financial services in the nature of an investment security; Financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, investment fund transfer and transaction services; Fund investment consultation; Funds investment; Investment advice; Investment brokerage; Investment consultation; Investment management; Investment management of and distribution of variable annuities; Investment of funds for others; Investment services, namely asset acquisition, consultation, development and management services; Management of a capital investment fund; Management of portfolios comprising securities; Management of portfolios of transferable securities; Mutual fund brokerage; Mutual fund investment; Providing stock market information; Providing stock/securities market information; Security brokerage |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, February 7, 2014 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, January 31, 2005 |
| First Use In Commerce Date | Monday, January 31, 2005 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, February 7, 2014 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, January 31, 2005 |
| First Use In Commerce Date | Monday, January 31, 2005 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | New Orleans, LA 70163 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | New Orleans, LA 70163 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | New Orleans, LA 70163 |
| Event Date | Event Description |
| Friday, February 7, 2014 | CANCELLED SEC. 8 (6-YR) |
| Tuesday, July 3, 2007 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, April 17, 2007 | PUBLISHED FOR OPPOSITION |
| Wednesday, March 28, 2007 | NOTICE OF PUBLICATION |
| Wednesday, February 28, 2007 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, February 27, 2007 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, February 6, 2007 | AMENDMENT FROM APPLICANT ENTERED |
| Tuesday, November 21, 2006 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, February 5, 2007 | ASSIGNED TO LIE |
| Saturday, February 3, 2007 | PETITION GRANTED - RESPONSE RECEIVED |
| Tuesday, November 21, 2006 | PETITION TO REVIVE-RECEIVED |
| Tuesday, November 21, 2006 | PAPER RECEIVED |
| Wednesday, November 8, 2006 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, November 2, 2006 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, November 2, 2006 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, September 28, 2006 | ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND |
| Thursday, September 28, 2006 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE |
| Thursday, March 2, 2006 | NON-FINAL ACTION E-MAILED |
| Thursday, March 2, 2006 | NON-FINAL ACTION WRITTEN |
| Thursday, March 2, 2006 | ASSIGNED TO EXAMINER |
| Friday, August 19, 2005 | NEW APPLICATION ENTERED IN TRAM |