| Serial Number | 87257079 |
| Word Mark | TAKING PLANNING PERSONALLY |
| Filing Date | Monday, December 5, 2016 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, January 26, 2024 |
| Registration Number | 5240896 |
| Registration Date | Tuesday, July 11, 2017 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 25, 2017 |
| Goods and Services | Financial services, namely, advice relating to investments, asset management, and cash management; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; personalized portfolio offerings comprised of both separate accounts and mutual funds for equity and fixed income investment; investment advisory services; investment of funds for others; distribution of shares of investment companies and other pooled investment vehicles, namely, mutual funds and variable insurance funds; distribution of retirement, life insurance, disability and variable annuity products; insurance brokerage |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, January 26, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, June 3, 2015 |
| First Use In Commerce Date | Wednesday, June 3, 2015 |
| Party Name | Waddell & Reed, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | San Diego, CA 92121 |
| Party Name | Waddell & Reed, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Overland Park, KS 66202 |
| Party Name | Waddell & Reed, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Overland Park, KS 66202 |
| Event Date | Event Description |
| Friday, January 26, 2024 | CANCELLED SEC. 8 (6-YR) |
| Wednesday, June 14, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, June 14, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, June 14, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, June 14, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, June 14, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Wednesday, February 1, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, February 1, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, February 1, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, February 1, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, February 1, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Monday, July 11, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Thursday, July 23, 2020 | REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED |
| Friday, June 5, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, July 11, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, April 25, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 25, 2017 | PUBLISHED FOR OPPOSITION |
| Wednesday, April 5, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, March 10, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 8, 2017 | ASSIGNED TO EXAMINER |
| Friday, December 9, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, December 8, 2016 | NEW APPLICATION ENTERED |