| Serial Number | 87247395 |
| Word Mark | PLANNING FROM A TAX-SMART PERSPECTIVE |
| Filing Date | Thursday, November 24, 2016 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, August 2, 2024 |
| Registration Number | 5383541 |
| Registration Date | Tuesday, January 23, 2018 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, November 7, 2017 |
| Goods and Services | Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, wealth transfer; Financial planning, namely, tax focused strategies; Financial planning, namely, tax free income; Financial planning, namely, RMD (Required Minimum Distribution) planning; Financial planning, namely, life insurance planning for tax purposes; Financial planning, namely, advanced tax strategies; Financial administration of retirement plans; Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial analyses; Financial analysis; Financial analysis and consultation; Financial asset management; Financial consultancy; Financial consultation; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting; Financial forecasting; Financial information and evaluations; Financial investment analysis and stock research; Financial management; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial retirement plan consulting services; Financial risk management; Financial services, namely, wealth management services; Investment advisory services; Financial planning and investment advisory services; On-line financial planning services; Strategic financial advisory services |
| 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, August 2, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, January 1, 2009 |
| First Use In Commerce Date | Thursday, January 1, 2009 |
| Party Name | Paragon Tax Advisory Services, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Hot Springs, AR 71913 |
| Party Name | Paragon Tax Advisory Services, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Hot Springs, AR 71913 |
| Party Name | Paragon Tax Advisory Services, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Hot Springs, AR 71913 |
| Event Date | Event Description |
| Thursday, December 1, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, February 20, 2017 | ASSIGNED TO EXAMINER |
| Wednesday, March 1, 2017 | LETTER OF SUSPENSION E-MAILED |
| Monday, November 28, 2016 | NEW APPLICATION ENTERED |
| Wednesday, March 1, 2017 | SUSPENSION LETTER WRITTEN |
| Wednesday, March 1, 2017 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
| Wednesday, September 20, 2017 | SUSPENSION CHECKED - TO ATTORNEY FOR ACTION |
| Wednesday, September 27, 2017 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, September 27, 2017 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, September 27, 2017 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, September 27, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, August 31, 2017 | ASSIGNED TO EXAMINER |
| Thursday, September 14, 2017 | ASSIGNED TO LIE |
| Wednesday, September 27, 2017 | NON-FINAL ACTION WRITTEN |
| Wednesday, September 27, 2017 | NON-FINAL ACTION E-MAILED |
| Wednesday, September 27, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, September 27, 2017 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, October 18, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, November 7, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 23, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Monday, January 23, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, August 2, 2024 | CANCELLED SEC. 8 (6-YR) |
| Tuesday, November 7, 2017 | PUBLISHED FOR OPPOSITION |