PRINCIPLES-BASED FINANCIAL PLANNER Trademark

Trademark Overview

On Monday, September 27, 2021, a trademark application was filed for PRINCIPLES-BASED FINANCIAL PLANNER with the United States Patent and Trademark Office. The USPTO has given the PRINCIPLES-BASED FINANCIAL PLANNER trademark a serial number of 97047640. The federal status of this trademark filing is REGISTERED as of Tuesday, February 25, 2025. This trademark is owned by Live Dream Achieve Tech, LLC. The PRINCIPLES-BASED FINANCIAL PLANNER trademark is filed in the category with the following description:

Financial planning
principles-based financial planner

General Information

Serial Number97047640
Word MarkPRINCIPLES-BASED FINANCIAL PLANNER
Filing DateMonday, September 27, 2021
Status700 - REGISTERED
Status DateTuesday, February 25, 2025
Registration Number7706758
Registration DateTuesday, February 25, 2025
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 6, 2022

Trademark Statements

Goods and ServicesFinancial planning
Certification Mark StatementThe certification mark, as used by authorized persons, certifies that the person displaying said mark has completed educational course work requirements and work experience requirements of the certifier, has completed examinations administered by the certifier in a satisfactory manner, has agreed to adhere to the certifier's standards for professional responsibility, continuing education and other post-certification requirements, and is competent in the field of financial planning.
NOT AVAILABLE"FINANCIAL PLANNER"

Classification Information

International ClassB -
US Class CodesB
Class Status Code6 - Active
Class Status DateWednesday, October 27, 2021
Primary CodeB
First Use Anywhere DateThursday, December 31, 2020
First Use In Commerce DateThursday, December 31, 2020

Trademark Owner History

Party NameFIVETH, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressSAN ANTONIO, TX 78260
Party NameLive Dream Achieve Tech, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressOwasso, UT 74055
Party NameLive Dream Achieve Tech, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressOwasso, UT 74055
Party NameLive Dream Achieve Tech, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressOwasso, UT 74055

Trademark Events

Event DateEvent Description
Wednesday, October 27, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, September 30, 2021NEW APPLICATION ENTERED
Monday, June 27, 2022ASSIGNED TO EXAMINER
Friday, October 28, 2022EXAMINERS AMENDMENT E-MAILED
Friday, October 28, 2022EXAMINERS AMENDMENT -WRITTEN
Friday, October 28, 2022NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, October 28, 2022EXAMINER'S AMENDMENT ENTERED
Thursday, November 3, 2022APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, December 6, 2022OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Wednesday, November 16, 2022NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, December 6, 2022PUBLISHED FOR OPPOSITION
Tuesday, January 31, 2023NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, August 8, 2023CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, July 26, 2023TEAS STATEMENT OF USE RECEIVED
Wednesday, July 26, 2023USE AMENDMENT FILED
Tuesday, August 8, 2023STATEMENT OF USE PROCESSING COMPLETE
Monday, October 23, 2023ASSIGNED TO EXAMINER
Tuesday, July 2, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, July 2, 2024ASSIGNED TO LIE
Wednesday, July 31, 2024ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, October 6, 2023SU - NON-FINAL ACTION - WRITTEN
Friday, October 6, 2023NON-FINAL ACTION E-MAILED
Friday, October 6, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Sunday, January 7, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, July 2, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, August 13, 2024WITHDRAWN FROM ISSUE - OG REVIEW QUERY
Wednesday, July 31, 2024NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Monday, August 26, 2024PREVIOUS ALLOWANCE COUNT WITHDRAWN
Tuesday, August 27, 2024NON-FINAL ACTION E-MAILED
Tuesday, August 27, 2024SU - NON-FINAL ACTION - WRITTEN
Wednesday, November 20, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, January 13, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, January 13, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, August 27, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, February 4, 2025ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, February 4, 2025NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, February 25, 2025REGISTERED-PRINCIPAL REGISTER
Tuesday, April 1, 2025TEAS SECTION 7 REQUEST RECEIVED
Wednesday, April 2, 2025AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, August 11, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, August 11, 2025POST REGISTRATION ACTION MAILED - SEC. 7
Tuesday, February 25, 2025NOTICE OF REGISTRATION CONFIRMATION EMAILED

Related Keywords

planner financial based principles planning