THE PLANNER YOU CAN TALK TO Trademark

Trademark Overview

On Tuesday, October 9, 2018, a trademark application was filed for THE PLANNER YOU CAN TALK TO with the United States Patent and Trademark Office. The USPTO has given the THE PLANNER YOU CAN TALK TO trademark a serial number of 88148032. The federal status of this trademark filing is REGISTERED as of Tuesday, July 20, 2021. This trademark is owned by Adviser Investment, LLC. The THE PLANNER YOU CAN TALK TO trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning services
the planner you can talk to

General Information

Serial Number88148032
Word MarkTHE PLANNER YOU CAN TALK TO
Filing DateTuesday, October 9, 2018
Status700 - REGISTERED
Status DateTuesday, July 20, 2021
Registration Number6428698
Registration DateTuesday, July 20, 2021
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 5, 2019

Trademark Statements

Amendment to a Registration/Renewal CertificateIssue New Certificate to:   RWA WEALTH PARTNERS, LLC., DELAWARE LIMITED LIABILITY COMPANY, 85 WELLS AVENUE, NEWTON  MASSACHUSETTS 02459.
Goods and ServicesFinancial planning services

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, October 18, 2018
Primary Code036
First Use Anywhere DateSaturday, January 17, 2026
First Use In Commerce DateFriday, April 16, 2021

Trademark Owner History

Party NameRWA WEALTH PARTNERS, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressNewton 02459
US
Party NameAdviser Investments, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressNewton, MA 02459
Party NameAdviser Investments, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressNewton, MA 02459
Party NameAdviser Investment, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressNewton, MA 02459

Trademark Events

Event DateEvent Description
Friday, October 12, 2018NEW APPLICATION ENTERED
Thursday, October 18, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, October 23, 2018TEAS VOLUNTARY AMENDMENT RECEIVED
Tuesday, October 23, 2018TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED
Friday, January 18, 2019ASSIGNED TO EXAMINER
Tuesday, January 22, 2019APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, February 13, 2019NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, March 5, 2019PUBLISHED FOR OPPOSITION
Tuesday, March 5, 2019OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, April 30, 2019NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Wednesday, October 30, 2019SOU TEAS EXTENSION RECEIVED
Wednesday, October 30, 2019SOU EXTENSION 1 FILED
Wednesday, October 30, 2019SOU EXTENSION 1 GRANTED
Friday, November 1, 2019NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Monday, March 30, 2020SOU TEAS EXTENSION RECEIVED
Monday, March 30, 2020SOU EXTENSION 2 FILED
Monday, March 30, 2020SOU EXTENSION 2 GRANTED
Wednesday, April 1, 2020NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Tuesday, October 13, 2020SOU TEAS EXTENSION RECEIVED
Tuesday, October 13, 2020SOU EXTENSION 3 FILED
Tuesday, October 13, 2020SOU EXTENSION 3 GRANTED
Thursday, October 15, 2020NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Thursday, April 29, 2021TEAS POST PUBLICATION AMENDMENT RECEIVED
Thursday, April 29, 2021TEAS STATEMENT OF USE RECEIVED
Wednesday, May 12, 2021CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, May 12, 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, April 29, 2021USE AMENDMENT FILED
Wednesday, May 12, 2021STATEMENT OF USE PROCESSING COMPLETE
Friday, June 11, 2021ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Saturday, June 12, 2021NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, July 20, 2021REGISTERED-PRINCIPAL REGISTER
Wednesday, November 20, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Tuesday, February 25, 2025TEAS SECTION 7 REQUEST RECEIVED
Tuesday, July 15, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, July 16, 2025POST REGISTRATION ACTION MAILED - SEC. 7
Thursday, October 9, 2025TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Wednesday, October 29, 2025NEW CERTIFICATE UNDER SECTION 7 - PROCESSED
Tuesday, November 18, 2025NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED

Related Keywords

talk planner services planning financial