PLANNING FOR SUCCESS Trademark

Trademark Overview


On Saturday, March 11, 2017, a trademark application was filed for PLANNING FOR SUCCESS with the United States Patent and Trademark Office. The USPTO has given the PLANNING FOR SUCCESS trademark a serial number of 87367700. The federal status of this trademark filing is ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE as of Thursday, January 4, 2018. This trademark is owned by Sapiat Asset Management, LLC. The PLANNING FOR SUCCESS trademark is filed in the Paper & Printed Material Products, Advertising, Business and Retail Services, and Insurance & Financial Services categories with the following description:

Newsletters, brochures, and magazines in the fields of securities, options, bonds and other financial instruments; Printed matter, namely, newspapers, photographs, magazines, books, printed periodicals, newsletters, and brochures all in the fields of securities, options and other financial instruments

Analyzing and compiling data for measuring the performance of financial markets; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Connecting buyers and sellers of financial assets; Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary; Preparation of financial statements

Financial administration of employee pension plans; Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services relating to micro credits, micro finance and energy products; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis; Financial analysis and consultation; Financial analysis and research services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; 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...
planning for success

General Information


Serial Number87367700
Word MarkPLANNING FOR SUCCESS
Filing DateSaturday, March 11, 2017
Status602 - ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE
Status DateThursday, January 4, 2018
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 ServicesNewsletters, brochures, and magazines in the fields of securities, options, bonds and other financial instruments; Printed matter, namely, newspapers, photographs, magazines, books, printed periodicals, newsletters, and brochures all in the fields of securities, options and other financial instruments
Goods and ServicesAnalyzing and compiling data for measuring the performance of financial markets; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Connecting buyers and sellers of financial assets; Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary; Preparation of financial statements
Goods and ServicesFinancial administration of employee pension plans; Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services relating to micro credits, micro finance and energy products; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis; Financial analysis and consultation; Financial analysis and research services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; 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 and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial consulting and advising in the field of mergers and acquisitions; Financial counseling services, namely, helping others build a better working relationship with their money; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial due diligence; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information; Financial information and advisory services; Financial information and evaluations; Financial information provided by electronic means; Financial investment analysis and stock research; Financial management; Financial management of employee pension plans; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial research and equity research brokerage services; Financial research and information services; Financial retirement plan consulting services; Financial risk assessment services; Financial risk management; Financial risk management consultation; Financial services in the nature of an investment security; 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, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, estate settlement services; 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, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, proprietary trading in commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Financial services, namely, savings programs for youths; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Financial trust administration; Financial trust operations; Financial trust planning; Insurance and financial information and consultancy services; Monitoring financial markets for investment purposes; On-line financial planning services; On-line trading of financial instruments, shares, options and other derivative products; Providing financial information; Providing financial information via a web site; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing a web site featuring personal financial information and financial advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of financial stock and equity markets; Providing information in the field of employee financial benefit plans; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing investors with financial information; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Research related to financial instruments; Strategic financial advisory services

Classification Information


International Class016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks.
US Class Codes002, 005, 022, 023, 029, 037, 038, 050
Class Status Code6 - Active
Class Status DateThursday, March 16, 2017
Primary Code016
First Use Anywhere DateFriday, March 10, 2017
First Use In Commerce DateFriday, March 10, 2017

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, March 16, 2017
Primary Code035
First Use Anywhere DateFriday, March 10, 2017
First Use In Commerce DateFriday, March 10, 2017

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, March 16, 2017
Primary Code036
First Use Anywhere DateFriday, March 10, 2017
First Use In Commerce DateFriday, March 10, 2017

Trademark Owner History


Party NameSapiat Asset Management, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressGreeneville, TN 37745

Trademark Events


Event DateEvent Description
Thursday, January 4, 2018ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND
Thursday, January 4, 2018ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Thursday, June 8, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, June 8, 2017NON-FINAL ACTION E-MAILED
Thursday, June 8, 2017NON-FINAL ACTION WRITTEN
Tuesday, June 6, 2017ASSIGNED TO EXAMINER
Thursday, March 16, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Wednesday, March 15, 2017NEW APPLICATION ENTERED IN TRAM