SOCIAL SECURITY PLANNER Trademark

Trademark Overview


On Tuesday, June 23, 2020, a trademark application was filed for SOCIAL SECURITY PLANNER with the United States Patent and Trademark Office. The USPTO has given the SOCIAL SECURITY PLANNER trademark a serial number of 90016282. The federal status of this trademark filing is REGISTERED as of Tuesday, May 4, 2021. This trademark is owned by TaxSmart Research, LLC. The SOCIAL SECURITY PLANNER trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Providing temporary use of online, non-downloadable software for use by financial services professionals and their clients to review, analyze, and discuss retirement, survivor, and disability benefits and claiming strategies; Providing temporary use of online, non-downloadable software providing informational and educational content pertaining to retirement, survivor, and disability benefits
social security planner

General Information


Serial Number90016282
Word MarkSOCIAL SECURITY PLANNER
Filing DateTuesday, June 23, 2020
Status700 - REGISTERED
Status DateTuesday, May 4, 2021
Registration Number6343887
Registration DateTuesday, May 4, 2021
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesProviding temporary use of online, non-downloadable software for use by financial services professionals and their clients to review, analyze, and discuss retirement, survivor, and disability benefits and claiming strategies; Providing temporary use of online, non-downloadable software providing informational and educational content pertaining to retirement, survivor, and disability benefits

Classification Information


International Class042 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateTuesday, July 21, 2020
Primary Code042
First Use Anywhere DateTuesday, February 4, 2020
First Use In Commerce DateTuesday, February 4, 2020

Trademark Owner History


Party NameAWM DATA, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressDALLAS, TX 75019

Party NameTaxSmart Research, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressIrving, TX 75038

Party NameTaxSmart Research, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressIrving, TX 75038

Trademark Events


Event DateEvent Description
Friday, June 26, 2020NEW APPLICATION ENTERED
Tuesday, July 21, 2020NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, September 24, 2020ASSIGNED TO EXAMINER
Monday, September 28, 2020NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, September 28, 2020NON-FINAL ACTION WRITTEN
Monday, September 28, 2020NON-FINAL ACTION E-MAILED
Friday, October 16, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, October 16, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, October 16, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, October 16, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, October 16, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, March 26, 2021TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, March 26, 2021CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, March 26, 2021TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, March 29, 2021APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Tuesday, March 30, 2021ASSIGNED TO LIE
Wednesday, December 28, 2022AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, March 30, 2021LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, May 4, 2021REGISTERED-SUPPLEMENTAL REGISTER
Thursday, July 4, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Monday, December 18, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, December 18, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, December 18, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, December 18, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Monday, December 18, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, December 18, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED