| Serial Number | 86977841 |
| Word Mark | SAVVY IRA PLANNING |
| Filing Date | Thursday, December 11, 2014 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Friday, July 29, 2022 |
| Registration Number | 4902063 |
| Registration Date | Tuesday, February 16, 2016 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, May 26, 2015 |
| Goods and Services | Education services, namely, providing training and education to investment advisors and agents in the form of workshops, presentations, seminars and lectures in the fields of wealth management and retirement planning; education services, namely, providing non-downloadable webinars in the field of financial planning; educational services, namely, providing continuing professional education courses in the field of financial planning; providing online newsletters in the field of financial planning; providing information regarding IRA planning to financial advisors via a website for use in providing said information to customers; providing a website featuring financial news and information to financial advisors for use in providing to customers financial news and information regarding IRA planning; providing non-downloadable educational materials in the nature of non-downloadable articles, non-downloadable reference pieces, non-downloadable presentation slides, non-downloadable reports, non-downloadable press releases, non-downloadable brochures, non-downloadable invitations, non-downloadable posters and non-downloadable email templates in the field of financial planning; providing non-downloadable educational materials in the nature of non-downloadable articles, non-downloadable reference pieces, non-downloadable presentation slides, non-downloadable reports, non-downloadable press releases, non-downloadable brochures, non-downloadable invitations, non-downloadable posters and non-downloadable email templates in the field of IRA planning and retirement benefits |
| Goods and Services | Downloadable educational materials in the field of financial planning; [ downloadable brochures and multimedia materials in the nature of cds in the field of financial planning; ] downloadable informational materials regarding IRA planning and retirement benefits; downloadable electronic newsletters in the field of financial planning; downloadable webinars in the field of financial planning |
| Goods and Services | Printed educational materials in the field of financial planning; printed brochures in the field of financial planning; printed informational materials regarding IRA planning and retirement benefits; newsletters in the field of financial planning |
| Goods and Services | Insurance and financial planning consultation services in the field of retirement planning; advisory services for retirement planning; financial advice and consultancy services; financial advisory and consultancy services, namely, counseling regarding IRA planning; financial consultation in the field of IRA planning |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "IRA PLANNING" |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, December 17, 2014 |
| Primary Code | 009 |
| First Use Anywhere Date | Tuesday, October 28, 2014 |
| First Use In Commerce Date | Tuesday, October 28, 2014 |
| International Class | 016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks. |
| US Class Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, December 17, 2014 |
| Primary Code | 016 |
| First Use Anywhere Date | Tuesday, October 28, 2014 |
| First Use In Commerce Date | Tuesday, October 28, 2014 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, December 17, 2014 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, October 28, 2014 |
| First Use In Commerce Date | Tuesday, October 28, 2014 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, December 17, 2014 |
| Primary Code | 041 |
| First Use Anywhere Date | Tuesday, October 28, 2014 |
| First Use In Commerce Date | Tuesday, October 28, 2014 |
| Party Name | Horsesmouth LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New York, NY 10169 |
| Party Name | Horsesmouth LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New York, NY 10018 |
| Party Name | Horsesmouth LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New York, NY 10018 |
| Event Date | Event Description |
| Friday, July 29, 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Friday, July 29, 2022 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Friday, July 29, 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, February 15, 2022 | TEAS SECTION 8 & 15 RECEIVED |
| Tuesday, February 16, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, February 16, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Thursday, January 14, 2016 | 1(B) BASIS DELETED; PROCEED TO REGISTRATION |
| Friday, November 20, 2015 | NOTICE OF ALLOWANCE CANCELLED |
| Friday, November 20, 2015 | DIVISIONAL PROCESSING COMPLETE |
| Friday, October 30, 2015 | DIVISIONAL REQUEST RECEIVED |
| Friday, November 20, 2015 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Friday, October 30, 2015 | TEAS REQUEST TO DIVIDE RECEIVED |
| Tuesday, July 21, 2015 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, May 26, 2015 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 26, 2015 | PUBLISHED FOR OPPOSITION |
| Wednesday, May 6, 2015 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 21, 2015 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Monday, April 20, 2015 | ASSIGNED TO LIE |
| Saturday, March 28, 2015 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Saturday, March 28, 2015 | EXAMINER'S AMENDMENT ENTERED |
| Saturday, March 28, 2015 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Saturday, March 28, 2015 | EXAMINERS AMENDMENT E-MAILED |
| Saturday, March 28, 2015 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, March 24, 2015 | ASSIGNED TO EXAMINER |
| Wednesday, December 17, 2014 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Monday, December 15, 2014 | NEW APPLICATION ENTERED IN TRAM |