| Serial Number | 87000925 |
| Word Mark | SAVVY MEDICARE PLANNING |
| Filing Date | Thursday, April 14, 2016 |
| Status | 705 - PARTIAL SECTION 8 & 15 ACCEPTED AND ACKNOWLEDGED |
| Status Date | Thursday, March 14, 2024 |
| Registration Number | 5304300 |
| Registration Date | Tuesday, October 10, 2017 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, July 25, 2017 |
| Goods and Services | Education services, namely, providing training and education to investment advisors and agents in the form of workshops, coaching, 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 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 medicare benefits and retirement benefits |
| 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 medicare benefits; financial consultation in the field of medicare benefits; providing information regarding medicare benefits 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 medicare benefits |
| Disclaimer with Predetermined Text | "MEDICARE PLANNING" |
| Goods and Services | [ Providing temporary use of on-line non-downloadable software for calculating and analyzing health care expenses; providing temporary use of on-line non-downloadable web-based software application for providing customizable reports in the field of financial planning; providing temporary use of on-line non-downloadable educational software featuring instruction and training in the field of financial planning; providing temporary use of on-line non-downloadable educational software featuring instruction and training in the field of medicare and retirement benefits; software as a service (SaaS) services featuring software that runs algorithms for assisting clients in developing health care expense related retirement strategies ] |
| 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 | Tuesday, April 19, 2016 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, November 18, 2011 |
| First Use In Commerce Date | Friday, November 18, 2011 |
| 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 | Tuesday, April 19, 2016 |
| Primary Code | 041 |
| First Use Anywhere Date | Friday, November 18, 2011 |
| First Use In Commerce Date | Friday, November 18, 2011 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | B - Sec. 8 - Class(es) in a Multiple Class registration |
| Class Status Date | Thursday, March 14, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | Thursday, December 19, 2013 |
| First Use In Commerce Date | Thursday, December 19, 2013 |
| 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 |
| Thursday, March 14, 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Thursday, March 14, 2024 | REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Thursday, March 14, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, September 20, 2023 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, October 10, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, October 10, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 25, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 25, 2017 | PUBLISHED FOR OPPOSITION |
| Wednesday, July 5, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, June 20, 2017 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Thursday, June 8, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, June 8, 2017 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, June 8, 2017 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, June 8, 2017 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, June 8, 2017 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, April 10, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, April 10, 2017 | NON-FINAL ACTION E-MAILED |
| Monday, April 10, 2017 | NON-FINAL ACTION WRITTEN |
| Monday, March 20, 2017 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Tuesday, March 14, 2017 | WITHDRAWN FROM PUB - OG REVIEW QUERY |
| Monday, February 27, 2017 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, February 14, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, February 7, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, February 7, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, February 2, 2017 | ASSIGNED TO LIE |
| Wednesday, January 18, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, January 18, 2017 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, July 18, 2016 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, July 18, 2016 | NON-FINAL ACTION E-MAILED |
| Monday, July 18, 2016 | NON-FINAL ACTION WRITTEN |
| Monday, July 11, 2016 | ASSIGNED TO EXAMINER |
| Tuesday, April 19, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, April 18, 2016 | NEW APPLICATION ENTERED |