PROFESSIONAL PLAN CONSULTANT EDUCATE. ADVISE. GUIDE. Trademark

Trademark Overview


On Thursday, May 28, 2015, a trademark application was filed for PROFESSIONAL PLAN CONSULTANT EDUCATE. ADVISE. GUIDE. with the United States Patent and Trademark Office. The USPTO has given the PROFESSIONAL PLAN CONSULTANT EDUCATE. ADVISE. GUIDE. trademark a serial number of 86644056. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Monday, February 6, 2023. This trademark is owned by fi360, Inc.. The PROFESSIONAL PLAN CONSULTANT EDUCATE. ADVISE. GUIDE. trademark is filed in the category with the following description:

Financial administration of retirement plans; providing information and consulting services on financial and retirement plan management issues
professional plan consultant educate. advise. guide.

General Information


Serial Number86644056
Word MarkPROFESSIONAL PLAN CONSULTANT EDUCATE. ADVISE. GUIDE.
Filing DateThursday, May 28, 2015
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateMonday, February 6, 2023
Registration Number5029736
Registration DateTuesday, August 30, 2016
Mark Drawing3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, June 14, 2016

Trademark Statements


Goods and ServicesFinancial administration of retirement plans; providing information and consulting services on financial and retirement plan management issues
Description of MarkThe mark consists of a lighthouse with a line extending from the bottom with the words "Professional Plan Consultant" above the line and the words "Educate. Advise. Guide." below the line.
Section 2(f) Limitation Statementas to "PROFESSIONAL PLAN CONSULTANT" and "EDUCATE. ADVISE. GUIDE."
Indication of Colors claimedColor is not claimed as a feature of the mark.
Certification Mark StatementThe certification mark, as used by authorized persons, certifies that they have met certain standards, tests of competency, and completed training set by the certifier.
Disclaimer with Predetermined Text"CONSULTANT"

Classification Information


International ClassB -
US Class CodesB
Class Status Code6 - Active
Class Status DateWednesday, June 3, 2015
Primary CodeB
First Use Anywhere DateWednesday, June 1, 2005
First Use In Commerce DateWednesday, October 5, 2005

Trademark Owner History


Party Namefi360, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressPittsburgh, PA 15219

Party Namefi360, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressPittsburgh, PA 15276

Party Namefi360, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressBridgeville, PA 15017

Trademark Events


Event DateEvent Description
Monday, February 6, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Monday, February 6, 2023REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, February 1, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, January 23, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, July 6, 2022TEAS SECTION 8 & 15 RECEIVED
Monday, August 30, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, September 7, 2018ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, September 7, 2018TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, August 30, 2016REGISTERED-PRINCIPAL REGISTER
Tuesday, June 21, 2016APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, June 21, 2016TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, June 14, 2016OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 14, 2016PUBLISHED FOR OPPOSITION
Wednesday, May 25, 2016NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, May 9, 2016LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, May 2, 2016APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, April 27, 2016PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED
Wednesday, April 27, 2016TEAS VOLUNTARY AMENDMENT RECEIVED
Monday, April 25, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, April 25, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, April 25, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, April 4, 2016NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, April 4, 2016NON-FINAL ACTION E-MAILED
Monday, April 4, 2016NON-FINAL ACTION WRITTEN
Monday, March 28, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, March 28, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, March 22, 2016ASSIGNED TO LIE
Wednesday, March 9, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, September 10, 2015NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, September 10, 2015NON-FINAL ACTION E-MAILED
Thursday, September 10, 2015NON-FINAL ACTION WRITTEN
Wednesday, September 9, 2015ASSIGNED TO EXAMINER
Thursday, June 4, 2015NOTICE OF DESIGN SEARCH CODE E-MAILED
Wednesday, June 3, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, June 1, 2015NEW APPLICATION ENTERED