| Serial Number | 87322183 |
| Word Mark | THE PLANNING HORIZON DISCOVERY 1234 |
| Filing Date | Thursday, February 2, 2017 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, September 3, 2019 |
| Registration Number | 5852027 |
| Registration Date | Tuesday, September 3, 2019 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, December 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. The arc shape is disposed over a circular arrow shape that encircles a number "1" in an upper right quadrant, a number "2" in a lower right quadrant, a number "3" in a lower left quadrant, and a number "4" in an upper left quadrant. The circular arrow includes the wording "DISCOVERY" in the upper right quadrant extending from a tail end of the arrow toward a middle portion of the circular arrow. |
| Pseudo Mark | THE PLANNING HORIZON DISCOVERY ONE TWO THREE FOUR |
| Goods and Services | Financial services, namely, wealth management services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "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 | Monday, February 25, 2019 |
| First Use In Commerce Date | Monday, February 25, 2019 |
| Party Name | The Legacy Companies, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Norwell, MA 02061 |
| 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 |
| Wednesday, November 1, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, February 6, 2017 | NEW APPLICATION ENTERED |
| Tuesday, February 7, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, February 8, 2017 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, April 28, 2017 | ASSIGNED TO EXAMINER |
| Thursday, May 4, 2017 | NON-FINAL ACTION E-MAILED |
| Thursday, May 4, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, May 4, 2017 | NON-FINAL ACTION WRITTEN |
| Friday, August 17, 2018 | SOU EXTENSION 1 FILED |
| Monday, November 13, 2017 | ASSIGNED TO LIE |
| Wednesday, November 15, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, November 15, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Sunday, November 19, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, December 6, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, December 26, 2017 | PUBLISHED FOR OPPOSITION |
| Tuesday, December 26, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, February 20, 2018 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Friday, August 17, 2018 | SOU TEAS EXTENSION RECEIVED |
| Friday, August 17, 2018 | SOU EXTENSION 1 GRANTED |
| Tuesday, July 2, 2019 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, July 2, 2019 | USE AMENDMENT FILED |
| Wednesday, July 24, 2019 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, July 24, 2019 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, July 29, 2019 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, July 30, 2019 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, September 3, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, September 3, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Thursday, February 21, 2019 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Tuesday, August 21, 2018 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Tuesday, February 19, 2019 | SOU TEAS EXTENSION RECEIVED |
| Tuesday, February 19, 2019 | SOU EXTENSION 2 FILED |
| Tuesday, February 19, 2019 | SOU EXTENSION 2 GRANTED |