| Serial Number | 86619921 |
| Word Mark | SENSIBLE FINANCIAL PLANNING |
| Filing Date | Tuesday, May 5, 2015 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Saturday, November 20, 2021 |
| Registration Number | 5015642 |
| Registration Date | Tuesday, August 9, 2016 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, May 24, 2016 |
| Goods and Services | Providing a Web site featuring non-downloadable articles in the fields of financial planning, investment advising, wealth management, retirement planning, and planned giving, life, disability and long-term care insurance, income taxes and tax compliance, and retirement savings plan design; online non-downloadable electronic newsletters provided by e-mail concerning financial planning, investment advising, wealth management, retirement planning, planned giving, life, disability and long-term care insurance, income taxes and tax compliance, and retirement savings plan design |
| Goods and Services | Financial services, namely, investment brokerage and management services, financial consulting services, financial advising services, financial planning services, retirement planning services, estate planning services, wealth management services, trust planning services, trust administration services, personal cash management; financial consulting and advising services in the fields of retirement planning and planned giving; insurance consultancy, namely, providing advice to others concerning life, disability and long-term care insurance; providing employers with financial advice concerning retirement savings plan design |
| Goods and Services | Income tax consultation; financial record-keeping for income tax regulatory compliance purposes; income tax compliance services, namely, income tax preparation services |
| NOT AVAILABLE | "FINANCIAL PLANNING" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, October 29, 2015 |
| Primary Code | 035 |
| First Use Anywhere Date | Sunday, April 10, 2005 |
| First Use In Commerce Date | Sunday, April 10, 2005 |
| 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 | Thursday, May 14, 2015 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, July 11, 2002 |
| First Use In Commerce Date | Thursday, July 11, 2002 |
| 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 | Thursday, May 14, 2015 |
| Primary Code | 041 |
| First Use Anywhere Date | Thursday, July 11, 2002 |
| First Use In Commerce Date | Thursday, July 11, 2002 |
| Party Name | Sensible Financial Planning and Management, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Waltham, MA 02453 |
| Party Name | Sensible Financial Planning and Management, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Waltham, MA 02453 |
| Party Name | Sensible Financial Planning and Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Waltham, MA 02453 |
| Event Date | Event Description |
| Friday, August 21, 2015 | COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY |
| Friday, May 8, 2015 | NEW APPLICATION ENTERED |
| Thursday, May 14, 2015 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, August 14, 2015 | ASSIGNED TO EXAMINER |
| Friday, August 21, 2015 | EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED |
| Friday, August 21, 2015 | EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Friday, August 21, 2015 | NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Friday, April 15, 2016 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, April 15, 2016 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, April 18, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, October 28, 2015 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, October 28, 2015 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, October 29, 2015 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, November 19, 2015 | FINAL REFUSAL WRITTEN |
| Thursday, November 19, 2015 | FINAL REFUSAL E-MAILED |
| Thursday, November 19, 2015 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Friday, April 15, 2016 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Tuesday, August 9, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Monday, August 9, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, August 18, 2021 | TEAS SECTION 8 & 15 RECEIVED |
| Wednesday, May 4, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 24, 2016 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 24, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 18, 2017 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, November 2, 2017 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Saturday, November 20, 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, April 27, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Thursday, April 27, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, April 27, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Saturday, November 20, 2021 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Saturday, November 20, 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Wednesday, July 27, 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, July 27, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, July 27, 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, April 27, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Saturday, August 9, 2025 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Thursday, April 27, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |