| Serial Number | 86619952 |
| 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 | 5015643 |
| Registration Date | Tuesday, August 9, 2016 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| 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 |
| Description of Mark | The mark consists of a graph featuring one blue line and one green line intersecting on a blue grid all on a white square background. The white square background is claimed as a feature of the mark. The words "SENSIBLE FINANCIAL PLANNING" appear in the color white stacked below the graph on a bluish-green background. The rectangular shape of the bluish-green background is not claimed as a feature of the mark. |
| 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 |
| Indication of Colors claimed | The color(S) blue, green, white and bluish-green is/are claimed as a feature of the mark. |
| 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 14, 2015 | ASSIGNED TO EXAMINER |
| Friday, August 21, 2015 | NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Friday, May 8, 2015 | NEW APPLICATION ENTERED |
| Thursday, May 14, 2015 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, May 15, 2015 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, August 21, 2015 | EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED |
| Friday, August 21, 2015 | COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY |
| Friday, August 21, 2015 | EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| 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 |
| 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 |
| Friday, April 15, 2016 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, April 15, 2016 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, May 4, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 24, 2016 | PUBLISHED FOR OPPOSITION |
| 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 |
| Saturday, November 20, 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Saturday, November 20, 2021 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 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 |
| Wednesday, July 27, 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, July 27, 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, July 27, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, April 27, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, April 27, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Thursday, April 27, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, April 27, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Thursday, April 27, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Saturday, August 9, 2025 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Saturday, November 20, 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |