| Serial Number | 97636735 |
| Word Mark | SYMPLANY INDICATOR |
| Filing Date | Tuesday, October 18, 2022 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, May 7, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 12, 2024 |
| Goods and Services | (Based on Intent to Use) Educational services, namely, conducting training and education sessions in the nature of one-on-one training, group sessions, and workshops for financial advisors, financial firms, and clients in the fields of financial planning, financial management, financial advising, and portfolio management |
| Goods and Services | (Based on Intent to Use) Financial services, namely, financial planning, financial management, financial advising, and portfolio and asset management |
| NOT AVAILABLE | "INDICATOR" |
| Goods and Services | (Based on Use in Commerce) Providing temporary use of a non-downloadable web-based software application for use in investment analysis, investment management and financial planning; application service provider, namely, hosting, managing, developing, and maintaining applications, software, and web sites, in the fields of investment analysis, investment management and financial planning |
| 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 | Tuesday, November 1, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Tuesday, November 1, 2022 |
| Primary Code | 041 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 042 - 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 Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, November 1, 2022 |
| Primary Code | 042 |
| First Use Anywhere Date | Thursday, September 22, 2022 |
| First Use In Commerce Date | Thursday, September 22, 2022 |
| Party Name | SYMPLANY, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | WOODBURY, MN 55129 |
| Party Name | SYMPLANY, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | WOODBURY, MN 55129 |
| Event Date | Event Description |
| Friday, October 21, 2022 | NEW APPLICATION ENTERED |
| Tuesday, November 1, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, August 1, 2023 | ASSIGNED TO EXAMINER |
| Wednesday, August 2, 2023 | NON-FINAL ACTION WRITTEN |
| Wednesday, August 2, 2023 | NON-FINAL ACTION E-MAILED |
| Wednesday, August 2, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, September 8, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, January 30, 2024 | ASSIGNED TO LIE |
| Tuesday, January 30, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, January 30, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, January 31, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, February 21, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, February 21, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 12, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 12, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 7, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Monday, August 26, 2024 | TEAS STATEMENT OF USE RECEIVED |