POLICY-BASED FINANCIAL PLANNING Trademark

Trademark Overview

On Friday, July 24, 2015, a trademark application was filed for POLICY-BASED FINANCIAL PLANNING with the United States Patent and Trademark Office. The USPTO has given the POLICY-BASED FINANCIAL PLANNING trademark a serial number of 86703713. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Tuesday, September 27, 2022. This trademark is owned by Yeske Buie Inc.. The POLICY-BASED FINANCIAL PLANNING trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning and investment management services
policy-based financial planning

General Information

Serial Number86703713
Word MarkPOLICY-BASED FINANCIAL PLANNING
Filing DateFriday, July 24, 2015
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateTuesday, September 27, 2022
Registration Number4944984
Registration DateTuesday, April 26, 2016
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, February 9, 2016

Trademark Statements

Goods and ServicesFinancial planning and investment management services
NOT AVAILABLE"FINANCIAL PLANNING"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, July 30, 2015
Primary Code036
First Use Anywhere DateSunday, April 30, 2006
First Use In Commerce DateSunday, April 30, 2006

Trademark Owner History

Party NameYeske Buie Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressSan Francisco, CA 94104
Party NameYeske Buie Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressSan Francisco, CA 94104
Party NameYeske Buie Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSan Francisco, CA 94104

Trademark Events

Event DateEvent Description
Tuesday, July 28, 2015NEW APPLICATION ENTERED
Thursday, July 30, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, November 10, 2015TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, November 4, 2015ASSIGNED TO EXAMINER
Tuesday, November 10, 2015NON-FINAL ACTION WRITTEN
Tuesday, November 10, 2015NON-FINAL ACTION E-MAILED
Tuesday, November 10, 2015NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, November 10, 2015TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, November 10, 2015CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, January 20, 2016NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, February 9, 2016PUBLISHED FOR OPPOSITION
Tuesday, February 9, 2016OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, April 26, 2016REGISTERED-PRINCIPAL REGISTER
Monday, April 26, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, November 18, 2015APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, March 30, 2022TEAS SECTION 8 & 15 RECEIVED
Tuesday, September 27, 2022NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Tuesday, September 27, 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, September 27, 2022REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Saturday, April 26, 2025COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

Related Keywords

planning financial based policy services management investment