PRIVILEGED PLANNING Trademark

Trademark Overview


On Thursday, August 18, 2022, a trademark application was filed for PRIVILEGED PLANNING with the United States Patent and Trademark Office. The USPTO has given the PRIVILEGED PLANNING trademark a serial number of 97552972. The federal status of this trademark filing is SU - REGISTRATION REVIEW COMPLETE as of Monday, April 8, 2024. This trademark is owned by Privileged Planning, Inc.. The PRIVILEGED PLANNING trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Financial advisory services; financial investment brokerage and investment consultation services; investment management services; financial management services; financial planning and investment advisory services; financial consultation in the field of investment and risk management, namely, advising business and individuals on issues of organization portfolio planning and investment planning; financial advisory and consultation services; life insurance brokerage services; financial counseling services, namely, helping others build a better working relationship with their money; financial risk management consultation services

Accounting services; business management and consulting services; business risk management consultation services; accounting consultation service
privileged planning

General Information


Serial Number97552972
Word MarkPRIVILEGED PLANNING
Filing DateThursday, August 18, 2022
Status819 - SU - REGISTRATION REVIEW COMPLETE
Status DateMonday, April 8, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, September 26, 2023

Trademark Statements


Goods and ServicesFinancial advisory services; financial investment brokerage and investment consultation services; investment management services; financial management services; financial planning and investment advisory services; financial consultation in the field of investment and risk management, namely, advising business and individuals on issues of organization portfolio planning and investment planning; financial advisory and consultation services; life insurance brokerage services; financial counseling services, namely, helping others build a better working relationship with their money; financial risk management consultation services
Goods and ServicesAccounting services; business management and consulting services; business risk management consultation services; accounting consultation service
Disclaimer with Predetermined Text"PLANNING"

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, August 22, 2022
Primary Code035
First Use Anywhere DateThursday, June 30, 2022
First Use In Commerce DateThursday, August 31, 2023

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, August 22, 2022
Primary Code036
First Use Anywhere DateThursday, June 30, 2022
First Use In Commerce DateThursday, August 31, 2023

Trademark Owner History


Party NamePrivileged Planning, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressJacksonville, FL 32257

Party NamePrivileged Planning, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressJacksonville, FL 32257

Trademark Events


Event DateEvent Description
Tuesday, April 9, 2024NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Monday, April 8, 2024ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, February 29, 2024STATEMENT OF USE PROCESSING COMPLETE
Tuesday, February 6, 2024USE AMENDMENT FILED
Thursday, February 29, 2024CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, February 6, 2024TEAS STATEMENT OF USE RECEIVED
Tuesday, November 21, 2023NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, September 26, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, September 26, 2023PUBLISHED FOR OPPOSITION
Wednesday, September 6, 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Thursday, August 17, 2023APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, August 17, 2023EXAMINER'S AMENDMENT ENTERED
Thursday, August 17, 2023NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, August 17, 2023EXAMINERS AMENDMENT E-MAILED
Thursday, August 17, 2023EXAMINERS AMENDMENT -WRITTEN
Monday, June 12, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, June 12, 2023NON-FINAL ACTION E-MAILED
Monday, June 12, 2023NON-FINAL ACTION WRITTEN
Monday, June 5, 2023ASSIGNED TO EXAMINER
Monday, August 22, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, August 22, 2022NEW APPLICATION ENTERED