RESULTS-BASED FINANCIAL PLANNING Trademark

Trademark Overview


On Monday, February 20, 2012, a trademark application was filed for RESULTS-BASED FINANCIAL PLANNING with the United States Patent and Trademark Office. The USPTO has given the RESULTS-BASED FINANCIAL PLANNING trademark a serial number of 85547395. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, July 12, 2019. This trademark is owned by Axioma Oeconomia, LLC. The RESULTS-BASED FINANCIAL PLANNING trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:

Financial advisory and consultancy services; Financial analysis and consultation; Financial consultation; Financial information and advisory services; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; On-line financial planning services; Providing a web site featuring personal financial information and financial advice; Providing a website featuring non-downloadable videos in the field of financial planning; Strategic financial advisory services; Providing a web site featuring financial information and financial advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement

Education in the field of finances, financial management, the acquisition of income and capital, and insurance rendered through correspondence courses; Education services, namely, providing lectures in the field of money, and consumer advice and insurance; Educational services, namely, conducting classes, seminars, conferences, workshops in the field of finances, financial management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance, and distribution of course and educational materials in connection therewith; Educational services, namely, developing training courses for others in the field of financial planning; Educational services, namely, conducting training courses in the field of financial planning and distribution of training materials in connection therewith; Educational services, namely, developing, arranging, and conducti...
results-based financial planning

General Information


Serial Number85547395
Word MarkRESULTS-BASED FINANCIAL PLANNING
Filing DateMonday, February 20, 2012
Status710 - CANCELLED - SECTION 8
Status DateFriday, July 12, 2019
Registration Number4259473
Registration DateTuesday, December 11, 2012
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Indication of Colors claimedColor is not claimed as a feature of the mark.
Disclaimer with Predetermined Text"FINANCIAL PLANNING"
Goods and ServicesFinancial advisory and consultancy services; Financial analysis and consultation; Financial consultation; Financial information and advisory services; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; On-line financial planning services; Providing a web site featuring personal financial information and financial advice; Providing a website featuring non-downloadable videos in the field of financial planning; Strategic financial advisory services; Providing a web site featuring financial information and financial advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
Goods and ServicesEducation in the field of finances, financial management, the acquisition of income and capital, and insurance rendered through correspondence courses; Education services, namely, providing lectures in the field of money, and consumer advice and insurance; Educational services, namely, conducting classes, seminars, conferences, workshops in the field of finances, financial management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance, and distribution of course and educational materials in connection therewith; Educational services, namely, developing training courses for others in the field of financial planning; Educational services, namely, conducting training courses in the field of financial planning and distribution of training materials in connection therewith; Educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the field of finances, financial management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance; Providing a website featuring resources, namely, a website featuring primarily non-downloadable publications in the nature of books, magazines, and brochures in the field of finances, financial management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance, and also featuring non-downloadable software for database management and word processing; Providing on-line training in the form of courses, seminars, and workshops in the field of finances, financial management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance; Training courses in strategic planning relating to the field of finances, financial management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance; Educational and entertainment services, namely, conducting seminars in the field of finances, financial management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance; entertainment services, namely, the provision of radio and television programs in the field of finances, financial management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, July 12, 2019
Primary Code036
First Use Anywhere DateSunday, January 8, 2012
First Use In Commerce DateSunday, January 8, 2012

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, July 12, 2019
Primary Code041
First Use Anywhere DateSunday, January 8, 2012
First Use In Commerce DateSunday, January 8, 2012

Trademark Owner History


Party NameSAGE ASSETS, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressCLEARWATER, FL 33755

Party NameAxioma Oeconomia, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressBelleair, FL 33756

Party NameAxioma Oeconomia, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressBelleair, FL 33756

Trademark Events


Event DateEvent Description
Friday, July 12, 2019CANCELLED SEC. 8 (6-YR)
Wednesday, April 24, 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, October 15, 2013TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, December 11, 2012REGISTERED-SUPPLEMENTAL REGISTER
Monday, November 5, 2012LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, November 5, 2012APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Tuesday, October 30, 2012TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, October 30, 2012CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, October 30, 2012ASSIGNED TO LIE
Thursday, October 18, 2012TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, April 18, 2012NON-FINAL ACTION MAILED
Wednesday, April 18, 2012NON-FINAL ACTION WRITTEN
Tuesday, April 17, 2012ASSIGNED TO EXAMINER
Monday, February 27, 2012NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM