PLANNING SQUARED Trademark

Trademark Overview


On Thursday, September 5, 2013, a trademark application was filed for PLANNING SQUARED with the United States Patent and Trademark Office. The USPTO has given the PLANNING SQUARED trademark a serial number of 86056640. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, November 19, 2021. The PLANNING SQUARED trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning; financial advisory and consultancy services; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial asset management; financial services, namely, wealth management services; financial planning, namely, the creation of personalized strategies to achieve financial independence; estate planning; consulting and information concerning insurance; financial advice
planning squared

General Information


Serial Number86056640
Word MarkPLANNING SQUARED
Filing DateThursday, September 5, 2013
Status710 - CANCELLED - SECTION 8
Status DateFriday, November 19, 2021
Registration Number4728449
Registration DateTuesday, April 28, 2015
Mark Drawing5000 - Drawing with word(s) / letter(s) / number(s) in Stylized form
Published for Opposition DateTuesday, July 29, 2014

Trademark Statements


Indication of Colors claimedColor is not claimed as a feature of the mark.
Description of MarkThe mark consists of the words "Planning Squared", in which the word "Squared" is in superscript.
Goods and ServicesFinancial planning; financial advisory and consultancy services; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial asset management; financial services, namely, wealth management services; financial planning, namely, the creation of personalized strategies to achieve financial independence; estate planning; consulting and information concerning insurance; financial advice

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, November 19, 2021
Primary Code036
First Use Anywhere DateFriday, February 28, 2014
First Use In Commerce DateFriday, February 28, 2014

Trademark Owner History


Party NameNOT AVAILABLE
Party Type30 - Original Registrant
Legal Entity Type01 - Individual
AddressDayton, OH 45402

Party NameNOT AVAILABLE
Party Type20 - Owner at Publication
Legal Entity Type01 - Individual
AddressDayton, OH 45402

Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressDayton, OH 45402

Trademark Events


Event DateEvent Description
Friday, November 19, 2021CANCELLED SEC. 8 (6-YR)
Tuesday, April 28, 2020COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, April 28, 2015REGISTERED-PRINCIPAL REGISTER
Tuesday, March 24, 2015NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Monday, March 23, 2015ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, March 10, 2015STATEMENT OF USE PROCESSING COMPLETE
Friday, January 30, 2015USE AMENDMENT FILED
Monday, March 9, 2015CASE ASSIGNED TO INTENT TO USE PARALEGAL
Friday, January 30, 2015TEAS STATEMENT OF USE RECEIVED
Tuesday, September 23, 2014NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, July 29, 2014OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, July 29, 2014PUBLISHED FOR OPPOSITION
Wednesday, July 9, 2014NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, June 25, 2014LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, June 25, 2014ASSIGNED TO LIE
Monday, June 9, 2014APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, June 6, 2014TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, June 6, 2014CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, June 6, 2014TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, December 17, 2013NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, December 17, 2013NON-FINAL ACTION E-MAILED
Tuesday, December 17, 2013NON-FINAL ACTION WRITTEN
Tuesday, December 17, 2013ASSIGNED TO EXAMINER
Friday, September 13, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Tuesday, September 10, 2013TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, September 9, 2013NEW APPLICATION ENTERED IN TRAM