SOUND RETIREMENT BLUEPRINT Trademark

Trademark Overview


On Monday, January 14, 2019, a trademark application was filed for SOUND RETIREMENT BLUEPRINT with the United States Patent and Trademark Office. The USPTO has given the SOUND RETIREMENT BLUEPRINT trademark a serial number of 88261172. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, April 3, 2026. This trademark is owned by J. Biance Wealth Management, LLC. The SOUND RETIREMENT BLUEPRINT trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity; Providing financial assistance for health care planning
sound retirement blueprint

General Information


Serial Number88261172
Word MarkSOUND RETIREMENT BLUEPRINT
Filing DateMonday, January 14, 2019
Status710 - CANCELLED - SECTION 8
Status DateFriday, April 3, 2026
Registration Number5866377
Registration DateTuesday, September 24, 2019
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, July 9, 2019

Trademark Statements


Description of MarkThe mark consists of the wording "SOUND RETIREMENT" in white and gray outlines having gray horizontal lines appear above and below the said wording and several gray vertical lines between letters. A design of two circle appear in letter "O", a circle appears in letter "U" and a circle appears in the second R of the term "RETIREMENT". The term "BLUEPRINT" in rust is on the bottom.
Goods and ServicesFinancial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity; Providing financial assistance for health care planning
NOT AVAILABLE"RETIREMENT"
Indication of Colors claimedThe color(s) WHITE. GRAY and RUST is/are claimed as a feature of the mark.

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, April 3, 2026
Primary Code036
First Use Anywhere DateSunday, July 1, 2018
First Use In Commerce DateSunday, July 1, 2018

Trademark Owner History


Party NameJ. Biance Wealth Management, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressRaleigh, NC 27603
US

Party NameJ. Biance Wealth Management, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressHendersonville, NC, NC 28739
US

Party NameJ. Biance Wealth Management, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressHendersonville, NC, NC 28739
US

Trademark Events


Event DateEvent Description
Thursday, January 17, 2019NEW APPLICATION ENTERED
Wednesday, February 6, 2019NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, February 27, 2019ASSIGNED TO EXAMINER
Friday, March 1, 2019NON-FINAL ACTION WRITTEN
Friday, March 1, 2019NON-FINAL ACTION E-MAILED
Friday, March 1, 2019NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, March 21, 2019NOTICE OF DESIGN SEARCH CODE E-MAILED
Saturday, April 20, 2019TEAS RESPONSE TO OFFICE ACTION RECEIVED
Saturday, April 20, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, April 22, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, May 7, 2019FINAL REFUSAL WRITTEN
Tuesday, May 7, 2019FINAL REFUSAL E-MAILED
Tuesday, May 7, 2019NOTIFICATION OF FINAL REFUSAL EMAILED
Thursday, May 16, 2019EXAMINERS AMENDMENT -WRITTEN
Thursday, May 16, 2019EXAMINERS AMENDMENT E-MAILED
Thursday, May 16, 2019NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, May 16, 2019EXAMINER'S AMENDMENT ENTERED
Thursday, May 16, 2019APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, May 30, 2019ASSIGNED TO LIE
Wednesday, June 19, 2019NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Friday, June 28, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, June 28, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, June 27, 2019TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, July 9, 2019PUBLISHED FOR OPPOSITION
Tuesday, July 9, 2019OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, September 24, 2019REGISTERED-PRINCIPAL REGISTER
Sunday, November 13, 2022TEAS CHANGE OF OWNER ADDRESS RECEIVED
Sunday, November 13, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Sunday, November 13, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Sunday, November 13, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sunday, November 13, 2022APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, September 24, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, April 3, 2026CANCELLED SEC. 8 (6-YR)