| Serial Number | 86478452 |
| Word Mark | SAVVY SOCIAL SECURITY PLANNING |
| Filing Date | Thursday, December 11, 2014 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Wednesday, January 11, 2023 |
| Registration Number | 4986291 |
| Registration Date | Tuesday, June 28, 2016 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 12, 2016 |
| 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 social security income 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 social security elections; financial consultation in the field of social security elections; providing information regarding social security retirement income 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 social security retirement income benefits |
| Disclaimer with Predetermined Text | "SOCIAL SECURITY PLANNING" |
| Goods and Services | Providing on-line non-downloadable software for calculating and analyzing social security benefits; providing temporary use of a web-based software application for providing customizable reports in the field of financial planning; providing non-downloadable educational software featuring instruction and training in the field of financial planning; providing non-downloadable educational software featuring instruction and training in the field of social security income and retirement benefits; software as a service (SaaS) services featuring software that runs algorithms for assisting clients in developing social security claiming 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 | Wednesday, December 17, 2014 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, November 30, 2008 |
| First Use In Commerce Date | Sunday, November 30, 2008 |
| 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 | Sunday, November 30, 2008 |
| First Use In Commerce Date | Sunday, November 30, 2008 |
| 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 | 6 - Active |
| Class Status Date | Wednesday, December 17, 2014 |
| Primary Code | 042 |
| First Use Anywhere Date | Wednesday, September 17, 2014 |
| First Use In Commerce Date | Wednesday, September 17, 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 |
| Wednesday, January 11, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Wednesday, January 11, 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Wednesday, January 11, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, June 27, 2022 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, June 28, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, June 28, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, April 12, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 12, 2016 | PUBLISHED FOR OPPOSITION |
| Wednesday, March 23, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, March 4, 2016 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Friday, February 26, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, February 26, 2016 | EXAMINER'S AMENDMENT ENTERED |
| Friday, February 26, 2016 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, February 26, 2016 | EXAMINERS AMENDMENT E-MAILED |
| Friday, February 26, 2016 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, February 3, 2016 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Wednesday, February 3, 2016 | FINAL REFUSAL E-MAILED |
| Wednesday, February 3, 2016 | FINAL REFUSAL WRITTEN |
| Thursday, December 31, 2015 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, December 31, 2015 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, December 30, 2015 | NOTICE OF REVIVAL - E-MAILED |
| Tuesday, December 29, 2015 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, December 29, 2015 | PETITION TO REVIVE-GRANTED |
| Tuesday, December 29, 2015 | TEAS PETITION TO REVIVE RECEIVED |
| Wednesday, June 24, 2015 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, June 24, 2015 | NON-FINAL ACTION E-MAILED |
| Wednesday, June 24, 2015 | NON-FINAL ACTION WRITTEN |
| Sunday, June 21, 2015 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Sunday, June 21, 2015 | NON-FINAL ACTION E-MAILED |
| Sunday, June 21, 2015 | NON-FINAL ACTION WRITTEN |
| Sunday, June 21, 2015 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Tuesday, June 2, 2015 | WITHDRAWN FROM PUB - OG REVIEW QUERY |
| Wednesday, May 20, 2015 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Friday, May 15, 2015 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, May 15, 2015 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Friday, May 15, 2015 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, May 15, 2015 | EXAMINER'S AMENDMENT ENTERED |
| Friday, May 15, 2015 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, May 15, 2015 | EXAMINERS AMENDMENT E-MAILED |
| Friday, May 15, 2015 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, May 15, 2015 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Tuesday, May 12, 2015 | WITHDRAWN FROM PUB - OG REVIEW QUERY |
| Friday, April 24, 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 |