| Serial Number | 88124094 |
| Word Mark | PLANNING MADE SIMPLE |
| Filing Date | Wednesday, September 19, 2018 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 21, 2019 |
| Registration Number | 5755893 |
| Registration Date | Tuesday, May 21, 2019 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 5, 2019 |
| Goods and Services | Financial consultation in the field of taxes; 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 services, namely, wealth management services; Financial administration of employee pension plans; Financial administration of retirement plans; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial information and advisory services; Financial management of employee pension plans; Financial portfolio management; Financial portfolio analysis services; Financial restructuring services; Financial retirement plan consulting services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; 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, mortgage planning; Financial trust planning; Advice on finance during retirement; Financial asset management; On-line financial planning services; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Strategic financial advisory services |
| 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 | Wednesday, September 26, 2018 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, January 1, 2015 |
| First Use In Commerce Date | Thursday, January 1, 2015 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | Ontario, CA 91764 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | Ontario, CA 91764 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Ontario, CA 91764 |
| Event Date | Event Description |
| Saturday, September 22, 2018 | NEW APPLICATION ENTERED |
| Thursday, January 10, 2019 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, September 26, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, December 31, 2018 | ASSIGNED TO EXAMINER |
| Saturday, January 5, 2019 | EXAMINERS AMENDMENT -WRITTEN |
| Saturday, January 5, 2019 | EXAMINER'S AMENDMENT ENTERED |
| Saturday, January 5, 2019 | EXAMINERS AMENDMENT E-MAILED |
| Saturday, January 5, 2019 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Saturday, January 5, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, January 10, 2019 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Thursday, January 10, 2019 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, January 22, 2019 | ASSIGNED TO LIE |
| Wednesday, February 13, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 5, 2019 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 5, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 21, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 21, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, May 21, 2024 | TEAS SECTION 8 RECEIVED |
| Wednesday, May 22, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, May 23, 2024 | OFFICE ACTION ISSUED POU1 |