| Serial Number | 87464055 |
| Word Mark | THE BUCKET PLAN NOW SOON LATER $ $ $ SAFE + LIQUID CONSERVATIVE + INCOME LONG TERM GROWTH + LEGACY PLANNING BEST INTEREST PROCESS |
| Filing Date | Thursday, May 25, 2017 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, February 7, 2025 |
| Registration Number | 5522312 |
| Registration Date | Tuesday, July 24, 2018 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, May 8, 2018 |
| Goods and Services | Education services, namely, providing live and on-line, non-downloadable e-learning modules and webinars in the field of financial planning to financial advisors |
| Description of Mark | The mark consists of an orange circle, which contains the words "THE BUCKET PLAN " written in white script, with the word "The" above "Bucket Plan"; below this wording appears three side-by-side open cylinders outlined in black, the outer side of the cylinders being a lighter shade of orange and the inner side of the cylinders being an even lighter shade of orange; above each cylinder appears one word in black, "NOW" appearing above the first cylinder, the word "SOON" appearing above the second cylinder and the "LATER" appearing above the third cylinder; the dollar sign, namely, "$" appears in black within each of the three cylinders; the wording "SAFE + LIQUID" appears in black on the outside of the first cylinder; the wording "CONSERVATIVE + INCOME" appears in black on the outside of the second cylinder and the wording "LONG TERM GROWTH + LEGACY PLANNING" appears in black on the outside of the third cylinder; and the wording "BEST INTEREST PROCESS" is in white and appears below the three cylinders. |
| Pseudo Mark | THE BUCKET PLAN NOW SOON LATER DOLLAR DOLLAR DOLLAR SAFE PLUS LIQUID CONSERVATIVE PLUS INCOME LONG TERM GROWTH PLUS LEGACY PLANNING BEST INTEREST PROCESS; THE BUCKET PLAN NOW SOON LATER DOLLAR DOLLAR DOLLAR SAFE AND LIQUID CONSERVATIVE AND INCOME LONG TERM GROWTH AND LEGACY PLANNING BEST INTEREST PROCESS |
| Goods and Services | Financial planning consultation |
| Indication of Colors claimed | The color(s) orange, black, white, light orange, and very light orange is/are claimed as a feature of the mark. |
| NOT AVAILABLE | "PLAN NOW SOON LATER" AND "$ SAFE LIQUID" AND "$ CONSERVATIVE INCOME" AND "$ LONGTERM GROWTH" AND "LEGACY PLANNING" AND "PROCESS" |
| 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, February 7, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, September 1, 2016 |
| First Use In Commerce Date | Thursday, September 1, 2016 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, February 7, 2025 |
| Primary Code | 041 |
| First Use Anywhere Date | Thursday, September 1, 2016 |
| First Use In Commerce Date | Thursday, September 1, 2016 |
| Party Name | Clarity 2 Prosperity, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Westlake, OH 44145 |
| Party Name | Clarity 2 Prosperity, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Westlake, OH 44145 |
| Party Name | Clarity 2 Prosperity, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Westlake, OH 44145 |
| Event Date | Event Description |
| Friday, August 25, 2017 | NON-FINAL ACTION E-MAILED |
| Monday, May 29, 2017 | NEW APPLICATION ENTERED |
| Thursday, June 1, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, June 2, 2017 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, August 24, 2017 | ASSIGNED TO EXAMINER |
| Friday, August 25, 2017 | NON-FINAL ACTION WRITTEN |
| Friday, August 25, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, February 20, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, February 21, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, March 19, 2018 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, February 20, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, March 14, 2018 | NON-FINAL ACTION WRITTEN |
| Wednesday, March 14, 2018 | NON-FINAL ACTION E-MAILED |
| Wednesday, March 14, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, March 19, 2018 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, March 19, 2018 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, April 5, 2018 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Monday, March 19, 2018 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, March 20, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 21, 2018 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Wednesday, March 21, 2018 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, March 21, 2018 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, March 21, 2018 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, March 21, 2018 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, March 21, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, March 29, 2018 | ASSIGNED TO LIE |
| Wednesday, April 18, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 8, 2018 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 8, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 24, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 14, 2019 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, July 24, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, February 7, 2025 | CANCELLED SEC. 8 (6-YR) |