| Serial Number | 87322004 |
| Word Mark | THE PLANNING HORIZON |
| Filing Date | Thursday, February 2, 2017 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, December 12, 2017 |
| Registration Number | 5353758 |
| Registration Date | Tuesday, December 12, 2017 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, September 26, 2017 |
| Description of Mark | The mark consists of an arc shape that includes the wording "THE PLANNING HORIZON" extending from the left side of the arc shape to the right side of the arc shape. |
| Goods and Services | Financial services, namely, wealth management services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "PLANNING" |
| 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 | Tuesday, February 7, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, November 30, 2013 |
| First Use In Commerce Date | Saturday, November 30, 2013 |
| Party Name | The Legacy Companies, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Marshfield, MA 02050 |
| Party Name | The Legacy Companies, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Norwell, MA 02061 |
| Party Name | The Legacy Companies, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Norwell, MA 02061 |
| Event Date | Event Description |
| Monday, November 13, 2023 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, December 12, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, December 12, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, September 26, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 26, 2017 | PUBLISHED FOR OPPOSITION |
| Wednesday, September 6, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, August 14, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Saturday, August 12, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, August 11, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, August 11, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, May 8, 2017 | NOTIFICATION OF PRIORITY ACTION E-MAILED |
| Monday, May 8, 2017 | PRIORITY ACTION E-MAILED |
| Monday, May 8, 2017 | PRIORITY ACTION WRITTEN |
| Friday, April 28, 2017 | ASSIGNED TO EXAMINER |
| Wednesday, February 8, 2017 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, February 7, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, February 6, 2017 | NEW APPLICATION ENTERED |