| Serial Number | 90666868 |
| Word Mark | TAILORED PLANNING ACTIVE INVESTING COMPLETE COORDINATION YOUR FINANCIAL LIFE FULFILLMENT |
| Filing Date | Friday, April 23, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 31, 2022 |
| Registration Number | 6743029 |
| Registration Date | Tuesday, May 31, 2022 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, March 15, 2022 |
| Description of Mark | The mark consists of an arrow coiling in an upward spiral, bearing the words "Tailored Planning", "Active Investing", "Complete Coordination", "Your Financial Life Fulfillment", with a shadow at the bottom of the spiral. |
| Goods and Services | financial asset management and wealth management services; financial retirement plan consulting services; estate trust planning and management; financial risk management |
| Disclaimer with Predetermined Text | "PLANNING", "INVESTING", "COORDINATION", AND "FINANCIAL" |
| 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, July 29, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, December 2, 2020 |
| First Use In Commerce Date | Wednesday, December 2, 2020 |
| Party Name | Norris, Perne & French, LLP |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 99 - Other |
| Address | Suite 300, MI 49503 |
| Party Name | Norris, Perne & French, LLP |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 99 - Other |
| Address | Suite 300, MI 49503 |
| Party Name | Norris, Perne & French, LLP |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | Suite 300, MI 49503 |
| Event Date | Event Description |
| Tuesday, May 31, 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, May 31, 2022 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, March 15, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 15, 2022 | PUBLISHED FOR OPPOSITION |
| Wednesday, February 23, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, February 7, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, February 4, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, February 3, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, February 3, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, December 23, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, December 23, 2021 | NON-FINAL ACTION E-MAILED |
| Thursday, December 23, 2021 | NON-FINAL ACTION WRITTEN |
| Saturday, December 18, 2021 | ASSIGNED TO EXAMINER |
| Friday, July 30, 2021 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, July 29, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Tuesday, April 27, 2021 | NEW APPLICATION ENTERED IN TRAM |