SAVEWISE Trademark

Trademark Overview

On Friday, May 6, 2022, a trademark application was filed for SAVEWISE with the United States Patent and Trademark Office. The USPTO has given the SAVEWISE trademark a serial number of 97398111. The federal status of this trademark filing is SU - FINAL REFUSAL - MAILED as of Thursday, September 12, 2024. This trademark is owned by Creative Planning, LLC. The SAVEWISE trademark is filed in the Insurance & Financial Services category with the following description:

Pooled plan provider services, namely, fiduciary representative services for pooled employer retirement benefit plans
savewise

General Information

Serial Number97398111
Word MarkSAVEWISE
Filing DateFriday, May 6, 2022
Status809 - SU - FINAL REFUSAL - MAILED
Status DateThursday, September 12, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 28, 2023

Trademark Statements

Pseudo MarkSAVE WISE
Goods and ServicesPooled plan provider services, namely, fiduciary representative services for pooled employer retirement benefit plans

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, February 23, 2023
Primary Code036
First Use Anywhere DateFriday, July 1, 2022
First Use In Commerce DateFriday, July 1, 2022

Trademark Owner History

Party NameCreative Planning, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressOverland Park, KS 66211
Party NameCreative Planning, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressOverland Park, KS 66211

Trademark Events

Event DateEvent Description
Thursday, February 16, 2023ASSIGNED TO EXAMINER
Tuesday, May 10, 2022NEW APPLICATION ENTERED
Tuesday, May 10, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, February 23, 2023EXAMINERS AMENDMENT -WRITTEN
Thursday, February 23, 2023EXAMINERS AMENDMENT E-MAILED
Thursday, February 23, 2023NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, February 23, 2023EXAMINER'S AMENDMENT ENTERED
Thursday, February 23, 2023APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, March 8, 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, March 28, 2023PUBLISHED FOR OPPOSITION
Tuesday, March 28, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, May 23, 2023NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Thursday, June 15, 2023TEAS STATEMENT OF USE RECEIVED
Thursday, June 15, 2023USE AMENDMENT FILED
Thursday, July 13, 2023CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, July 13, 2023STATEMENT OF USE PROCESSING COMPLETE
Tuesday, August 8, 2023SU - NON-FINAL ACTION - WRITTEN
Tuesday, August 8, 2023NON-FINAL ACTION E-MAILED
Tuesday, August 8, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, November 7, 2023APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Tuesday, November 7, 2023APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Monday, February 5, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, July 23, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, July 23, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, July 23, 2024ASSIGNED TO LIE
Thursday, September 12, 2024NOTIFICATION OF FINAL REFUSAL EMAILED
Thursday, September 12, 2024FINAL REFUSAL E-MAILED
Thursday, September 12, 2024SU - FINAL REFUSAL - WRITTEN

Related Keywords

savewise services pooled retirement benefit plans employer fiduciary plan provider namely