PLANNING+4 Trademark

Trademark Overview


On Friday, December 30, 2011, a trademark application was filed for PLANNING+4 with the United States Patent and Trademark Office. The USPTO has given the PLANNING+4 trademark a serial number of 85506399. The federal status of this trademark filing is REGISTERED AND RENEWED as of Saturday, August 26, 2023. The PLANNING+4 trademark is filed in the Insurance & Financial Services category with the following description:

Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis and consultation; 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; 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 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, wealth management services
planning+4

General Information


Serial Number85506399
Word MarkPLANNING+4
Filing DateFriday, December 30, 2011
Status800 - REGISTERED AND RENEWED
Status DateSaturday, August 26, 2023
Registration Number4190509
Registration DateTuesday, August 14, 2012
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, May 29, 2012

Trademark Statements


Pseudo MarkPLANNING PLUS FOUR
Goods and ServicesFinancial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis and consultation; 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; 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 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, wealth management services

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, January 6, 2012
Primary Code036
First Use Anywhere DateSaturday, October 1, 2011
First Use In Commerce DateSaturday, October 1, 2011

Trademark Owner History


Party NameNOT AVAILABLE
Party Type30 - Original Registrant
Legal Entity Type01 - Individual
AddressColumbus, OH 432205288

Party NameNOT AVAILABLE
Party Type20 - Owner at Publication
Legal Entity Type01 - Individual
AddressColumbus, OH 43221

Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressColumbus, OH 43221

Trademark Events


Event DateEvent Description
Saturday, August 26, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Saturday, August 26, 2023REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Saturday, August 26, 2023REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Saturday, August 26, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, February 10, 2023TEAS SECTION 8 & 9 RECEIVED
Saturday, August 14, 2021COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, September 20, 2017NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Wednesday, September 20, 2017REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, September 20, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, August 15, 2017TEAS SECTION 8 & 15 RECEIVED
Tuesday, August 15, 2017TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, August 14, 2017COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, August 14, 2012REGISTERED-PRINCIPAL REGISTER
Tuesday, May 29, 2012OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, May 29, 2012PUBLISHED FOR OPPOSITION
Wednesday, May 9, 2012NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, April 24, 2012LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, April 23, 2012ASSIGNED TO LIE
Tuesday, April 3, 2012APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, April 3, 2012ASSIGNED TO EXAMINER
Saturday, January 7, 2012NOTICE OF PSEUDO MARK MAILED
Friday, January 6, 2012NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, January 3, 2012NEW APPLICATION ENTERED