THE LIVING PLANNER Trademark

Trademark Overview

On Thursday, September 24, 2015, a trademark application was filed for THE LIVING PLANNER with the United States Patent and Trademark Office. The USPTO has given the THE LIVING PLANNER trademark a serial number of 86767726. The federal status of this trademark filing is REGISTERED AND RENEWED as of Wednesday, November 5, 2025. The THE LIVING PLANNER trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence
the living planner

General Information

Serial Number86767726
Word MarkTHE LIVING PLANNER
Filing DateThursday, September 24, 2015
Status800 - REGISTERED AND RENEWED
Status DateWednesday, November 5, 2025
Registration Number4968230
Registration DateTuesday, May 31, 2016
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, March 15, 2016

Trademark Statements

Description of MarkThe mark consists of the word "THE" in grey script font with five yellow triangles around the word "THE". Underneath appears the word "LIVING" in capital blue letters, underneath which appears the word "PLANNER" in capital grey letters. Underneath the word "PLANNER" appears the infinity symbol in yellow, all on a white background.
NOT AVAILABLE"PLANNER"
Indication of Colors claimedThe color(s) blue, grey, yellow, and white is/are claimed as a feature of the mark.
Goods and ServicesFinancial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, September 30, 2015
Primary Code036
First Use Anywhere DateSunday, December 14, 2014
First Use In Commerce DateSunday, December 14, 2014

Trademark Owner History

Party NameNOT AVAILABLE
Party Type30 - Original Registrant
Legal Entity Type01 - Individual
AddressTemecula, CA 92592
Party NameNOT AVAILABLE
Party Type20 - Owner at Publication
Legal Entity Type01 - Individual
AddressTemecula, CA 92592
Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressTemecula, CA 92592

Trademark Events

Event DateEvent Description
Monday, September 28, 2015NEW APPLICATION ENTERED
Wednesday, September 30, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, October 1, 2015NOTICE OF DESIGN SEARCH CODE E-MAILED
Tuesday, January 12, 2016ASSIGNED TO EXAMINER
Wednesday, January 13, 2016EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
Wednesday, January 13, 2016EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Wednesday, January 13, 2016NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Wednesday, January 13, 2016ASSIGNED TO LIE
Friday, January 15, 2016COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION ENTERED
Friday, January 22, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, January 22, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Saturday, January 23, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, February 3, 2016APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, February 11, 2016LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, February 24, 2016NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, March 15, 2016PUBLISHED FOR OPPOSITION
Tuesday, March 15, 2016OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, May 31, 2016REGISTERED-PRINCIPAL REGISTER
Monday, May 31, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Monday, May 31, 2021TEAS SECTION 8 RECEIVED
Wednesday, October 6, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, October 6, 2021REGISTERED - SEC. 8 (6-YR) ACCEPTED
Wednesday, October 6, 2021NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Sunday, June 1, 2025COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, July 18, 2025TEAS SECTION 8 & 9 RECEIVED
Wednesday, November 5, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, November 5, 2025REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, November 5, 2025REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Wednesday, November 5, 2025NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

Related Keywords

planner living financial planning strategies independence personalized achieve namely consultation retirement creation