PLANNING BY THE NUMBERS Trademark

Trademark Overview


On Wednesday, September 23, 2020, a trademark application was filed for PLANNING BY THE NUMBERS with the United States Patent and Trademark Office. The USPTO has given the PLANNING BY THE NUMBERS trademark a serial number of 90204558. The federal status of this trademark filing is ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE as of Wednesday, August 10, 2022. This trademark is owned by TriCord Advisors, Inc.. The PLANNING BY THE NUMBERS trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning; Financial planning consultation; Financial planning for retirement; Financial trust planning; Investment management; Investment management in the fields of municipal bonds, securities, retirement, private and public equity.; Investment management of and distribution of variable annuities; Investment advice; Investment brokerage; Investment consultancy; Investment consultation; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Advice on finance during retirement; Financial investment brokerage; Financial management in the field of municipal bonds, securities, retirement, private and public equity.; Financial retirement plan consulting services; Financial administration of retirement plans; Financial administration of municipal bonds, securities, retirement, private and public equity.; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, opti...
planning by the numbers

General Information


Serial Number90204558
Word MarkPLANNING BY THE NUMBERS
Filing DateWednesday, September 23, 2020
Status602 - ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE
Status DateWednesday, August 10, 2022
Registration Number0000000
Registration DateNOT AVAILABLE
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; Financial planning consultation; Financial planning for retirement; Financial trust planning; Investment management; Investment management in the fields of municipal bonds, securities, retirement, private and public equity.; Investment management of and distribution of variable annuities; Investment advice; Investment brokerage; Investment consultancy; Investment consultation; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Advice on finance during retirement; Financial investment brokerage; Financial management in the field of municipal bonds, securities, retirement, private and public equity.; Financial retirement plan consulting services; Financial administration of retirement plans; Financial administration of municipal bonds, securities, retirement, private and public equity.; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning and investment advisory services; Financial services in the nature of an investment security; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Fund investment consultation; Investment advice in the fields of municipal bonds, securities, retirement, private and public equity.; Investment consultation in the fields of municipal bonds, securities, retirement, private and public equity.; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, November 3, 2020
Primary Code036
First Use Anywhere DateTuesday, August 18, 2020
First Use In Commerce DateTuesday, August 18, 2020

Trademark Owner History


Party NameTriCord Advisors, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressRiverside, CA 92506

Trademark Events


Event DateEvent Description
Wednesday, August 10, 2022ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
Wednesday, August 10, 2022ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Wednesday, January 26, 2022NOTIFICATION OF FINAL REFUSAL EMAILED
Wednesday, January 26, 2022FINAL REFUSAL E-MAILED
Wednesday, January 26, 2022FINAL REFUSAL WRITTEN
Monday, December 27, 2021TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, December 27, 2021CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, December 22, 2021TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, September 20, 2021NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, September 20, 2021NON-FINAL ACTION E-MAILED
Monday, September 20, 2021NON-FINAL ACTION WRITTEN
Wednesday, August 18, 2021TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, August 18, 2021CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, August 18, 2021ASSIGNED TO LIE
Friday, August 13, 2021NOTICE OF REVIVAL - E-MAILED
Friday, August 13, 2021TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, August 13, 2021PETITION TO REVIVE-GRANTED
Friday, August 13, 2021TEAS PETITION TO REVIVE RECEIVED
Friday, February 12, 2021NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, February 12, 2021NON-FINAL ACTION E-MAILED
Friday, February 12, 2021NON-FINAL ACTION WRITTEN
Tuesday, February 9, 2021ASSIGNED TO EXAMINER
Tuesday, November 3, 2020NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, September 26, 2020NEW APPLICATION ENTERED