| Serial Number | 86276403 |
| Word Mark | PROFESSIONAL PLANNING COORDINATION SERVICE |
| Filing Date | Thursday, May 8, 2014 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Tuesday, September 30, 2025 |
| Registration Number | 4906343 |
| Registration Date | Tuesday, February 23, 2016 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Business administration services for attorneys, certified public accountants, and registered investment advisors, namely, planning coordination services in the nature of back-office administrative services that facilitate organizing, gathering, aggregating, and uploading of the financial materials of the clients of attorneys, certified public accountants, and registered investment advisors; Business administration services for attorneys, certified public accountants, and registered investment advisors, namely, client planning coordination services pertaining to third-party deliverables and client planning meetings that pertain to gathering, aggregating, organizing and managing of information and materials to enhance client planning efforts, document and asset tracking, and portfolio performance reporting; Business administration services for attorneys, certified public accountants, and registered investment advisors, namely, providing client planning coordination services related to meeting agendas with client's advisors' notes and supporting materials for use in client planning meetings via a specifically tailored planning meeting binder; Business administration services for attorneys, certified public accountants, and registered investment advisors, namely, providing client planning coordination services related to conducting meetings with clients and clients' advisors to review the deliverables; Business administration services for attorneys, certified public accountants, and registered investment advisors, namely, providing client planning coordination services related to secure cloud-based document vaults for access at any time by the clients and their pre-approved advisors to specific client materials; Business administration services for attorneys, certified public accountants, and registered investment advisors, namely, providing client planning coordination services related to the preparation of a client planning meeting binders that contain: client planning meeting agendas, advisor notes, judgments, observations, and/or recommendations on planning topics assigned to each specific advisor, and supplemental advisor planning documents; Business administration services for attorneys, certified public accountants, and registered investment advisors, namely, providing client planning coordination services related to conducting up to four planning meetings per year for clients and client's advisors participation; Business administration services for attorneys, certified public accountants, and registered investment advisors, namely, providing client planning coordination services related to client portals that give clients direct access at any time to their document vault, investment portfolio, investment returns, financial plan or business plan, as well as to client's personal third-party web applications |
| NOT AVAILABLE | "PLANNING COORDINATION SERVICE" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, May 21, 2014 |
| Primary Code | 035 |
| First Use Anywhere Date | Wednesday, August 31, 2011 |
| First Use In Commerce Date | Wednesday, August 31, 2011 |
| Party Name | PINNACLE PROFESSIONAL ADVISERS, INC. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Mansfield, OH 44902 |
| Party Name | PINNACLE PROFESSIONAL ADVISERS, INC. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Mansfield, OH 44902 |
| Event Date | Event Description |
| Thursday, August 21, 2014 | ASSIGNED TO EXAMINER |
| Thursday, May 21, 2015 | NON-FINAL ACTION WRITTEN |
| Wednesday, May 21, 2014 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, September 10, 2014 | NON-FINAL ACTION WRITTEN |
| Wednesday, September 10, 2014 | NON-FINAL ACTION E-MAILED |
| Wednesday, September 10, 2014 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, March 10, 2015 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, March 10, 2015 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, March 11, 2015 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, May 21, 2015 | NON-FINAL ACTION E-MAILED |
| Wednesday, January 20, 2016 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, February 23, 2016 | REGISTERED-SUPPLEMENTAL REGISTER |
| Thursday, May 21, 2015 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, November 17, 2015 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, November 17, 2015 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, November 17, 2015 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, November 17, 2015 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, November 17, 2015 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Tuesday, January 19, 2016 | ASSIGNED TO LIE |
| Tuesday, November 30, 2021 | TEAS SECTION 8 RECEIVED |
| Thursday, June 5, 2025 | TEAS SECTION 8 & 9 RECEIVED |
| Tuesday, September 30, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, September 30, 2025 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Tuesday, September 30, 2025 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Tuesday, September 30, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Sunday, February 23, 2025 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Tuesday, February 23, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Monday, August 30, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, August 30, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, August 30, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Saturday, May 7, 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Saturday, May 7, 2022 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Saturday, May 7, 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |