SMART PLANNER Trademark

Trademark Overview


On Monday, June 3, 2013, a trademark application was filed for SMART PLANNER with the United States Patent and Trademark Office. The USPTO has given the SMART PLANNER trademark a serial number of 85949552. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Friday, September 25, 2020. This trademark is owned by SMART PLANNER SUITE, LLC. The SMART PLANNER trademark is filed in the Insurance & Financial Services category with the following description:

Financial information and advisory services
smart planner

General Information


Serial Number85949552
Word MarkSMART PLANNER
Filing DateMonday, June 3, 2013
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateFriday, September 25, 2020
Registration Number4465800
Registration DateTuesday, January 14, 2014
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 29, 2013

Trademark Statements


Goods and ServicesFinancial information and advisory services
Disclaimer with Predetermined Text"PLANNER"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, June 13, 2013
Primary Code036
First Use Anywhere DateSaturday, November 30, 1991
First Use In Commerce DateTuesday, February 25, 1992

Trademark Owner History


Party NameSMART PLANNER SUITE, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressNEWTON, MA 02458

Party NameNOT AVAILABLE
Party Type30 - Original Registrant
Legal Entity Type01 - Individual
AddressNewton, MA 02458

Party NameNOT AVAILABLE
Party Type20 - Owner at Publication
Legal Entity Type01 - Individual
AddressNewton, MA 02458

Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressNewton, MA 02458

Trademark Events


Event DateEvent Description
Saturday, January 14, 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, September 25, 2020NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Friday, September 25, 2020REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, April 1, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, April 1, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, April 1, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, April 1, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, April 1, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, March 11, 2020POST REGISTRATION ACTION MAILED - SEC. 8 & 15
Monday, March 9, 2020CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, January 14, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, January 14, 2020TEAS SECTION 8 & 15 RECEIVED
Monday, January 14, 2019COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, July 23, 2014AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, January 14, 2014REGISTERED-PRINCIPAL REGISTER
Tuesday, October 29, 2013OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 29, 2013PUBLISHED FOR OPPOSITION
Wednesday, October 9, 2013NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, September 23, 2013LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, September 20, 2013ASSIGNED TO LIE
Tuesday, September 10, 2013APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, September 10, 2013EXAMINER'S AMENDMENT ENTERED
Tuesday, September 10, 2013NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, September 10, 2013EXAMINERS AMENDMENT E-MAILED
Tuesday, September 10, 2013EXAMINERS AMENDMENT -WRITTEN
Sunday, July 28, 2013NOTIFICATION OF NON-FINAL ACTION E-MAILED
Sunday, July 28, 2013NON-FINAL ACTION E-MAILED
Sunday, July 28, 2013NON-FINAL ACTION WRITTEN
Friday, July 19, 2013ASSIGNED TO EXAMINER
Thursday, June 13, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Thursday, June 6, 2013NEW APPLICATION ENTERED IN TRAM