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 SU - NON-FINAL ACTION - MAILED as of Tuesday, August 27, 2024. 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
Status807 - SU - NON-FINAL ACTION - MAILED
Status DateTuesday, August 27, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
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 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
Thursday, September 30, 2021NEW APPLICATION ENTERED
Monday, June 27, 2022ASSIGNED TO EXAMINER
Friday, October 28, 2022NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, October 27, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, October 28, 2022EXAMINERS AMENDMENT -WRITTEN
Friday, October 28, 2022EXAMINERS AMENDMENT E-MAILED
Friday, October 28, 2022EXAMINER'S AMENDMENT ENTERED
Wednesday, November 16, 2022NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, December 6, 2022PUBLISHED FOR OPPOSITION
Tuesday, December 6, 2022OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Thursday, November 3, 2022APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, July 26, 2023USE AMENDMENT FILED
Tuesday, August 8, 2023CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, August 8, 2023STATEMENT OF USE PROCESSING COMPLETE
Tuesday, January 31, 2023NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Wednesday, July 26, 2023TEAS STATEMENT OF USE RECEIVED
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
Monday, October 23, 2023ASSIGNED TO EXAMINER
Sunday, January 7, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, July 2, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, July 2, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, July 31, 2024ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, July 31, 2024NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, August 13, 2024WITHDRAWN FROM ISSUE - OG REVIEW QUERY
Monday, August 26, 2024PREVIOUS ALLOWANCE COUNT WITHDRAWN
Tuesday, August 27, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, August 27, 2024NON-FINAL ACTION E-MAILED
Tuesday, August 27, 2024SU - NON-FINAL ACTION - WRITTEN
Tuesday, July 2, 2024ASSIGNED TO LIE

Related Keywords

planner financial based principles planning