| Serial Number | 85613319 |
| Word Mark | PSG PLANNING SOLUTIONS GROUP EXCEEDING EXPECTATIONS IN WEALTH MANAGEMENT |
| Filing Date | Tuesday, May 1, 2012 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, August 11, 2023 |
| Registration Number | 4281955 |
| Registration Date | Tuesday, January 29, 2013 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, November 13, 2012 |
| Description of Mark | The mark consists of the uppercase letters "PSG" in white on a blue circle within a white square, all within a blue bordered-diamond shape formed by four gold and white triangles; to the right is a gold horizontal line with the wording "PLANNING SOLUTIONS GROUP" in blue upper case above the line and the wording "EXCEEDING EXPECTATIONS IN WEALTH MANAGEMENT" in blue title case below the line. |
| Goods and Services | Estate planning; Estate trust planning; Financial advice and consultancy services; Financial consultancy and insurance consultancy; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial planning and investment advisory services; Financial planning for retirement; Financial risk management consultation; Financial services, namely, wealth management services; Fund investment consultation; Insurance information and consultancy; Investment consultancy; Investment management of and distribution of annuities; Investment services, namely, asset acquisition, consultation, development and management services |
| Indication of Colors claimed | The color(s) dark blue, gold and white is/are claimed as a feature of the mark. |
| Goods and Services | Business succession planning; Philanthropy consultation relating to taxation planning; Tax and taxation planning, advice, information and consultancy services |
| Disclaimer with Predetermined Text | "PLANNING SOLUTIONS GROUP" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, August 11, 2023 |
| Primary Code | 035 |
| First Use Anywhere Date | Tuesday, April 3, 2012 |
| First Use In Commerce Date | Tuesday, April 3, 2012 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, August 11, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, January 1, 2001 |
| First Use In Commerce Date | Monday, January 1, 2001 |
| Party Name | Planning Solutions Group, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Fulton, MD 20759 |
| Party Name | Planning Solutions Group, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Fulton, MD 20759 |
| Party Name | Planning Solutions Group, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Fulton, MD 20759 |
| Event Date | Event Description |
| Friday, August 11, 2023 | CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9 |
| Saturday, January 29, 2022 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Wednesday, March 6, 2019 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Wednesday, March 6, 2019 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Wednesday, March 6, 2019 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, January 28, 2019 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, January 29, 2018 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, January 29, 2013 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, November 13, 2012 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 13, 2012 | PUBLISHED FOR OPPOSITION |
| Wednesday, October 24, 2012 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, October 5, 2012 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Thursday, October 4, 2012 | ASSIGNED TO LIE |
| Friday, September 21, 2012 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, September 19, 2012 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, September 19, 2012 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, September 19, 2012 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, September 19, 2012 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, August 27, 2012 | NOTIFICATION OF PRIORITY ACTION E-MAILED |
| Monday, August 27, 2012 | PRIORITY ACTION E-MAILED |
| Monday, August 27, 2012 | PRIORITY ACTION WRITTEN |
| Monday, August 20, 2012 | ASSIGNED TO EXAMINER |
| Wednesday, May 9, 2012 | NOTICE OF DESIGN SEARCH CODE MAILED |
| Tuesday, May 8, 2012 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, May 4, 2012 | NEW APPLICATION ENTERED |