| Serial Number | 86888821 |
| Word Mark | THE POWER OF A PLAN |
| Filing Date | Wednesday, January 27, 2016 |
| Status | 701 - SECTION 8 - ACCEPTED |
| Status Date | Friday, April 29, 2022 |
| Registration Number | 5035999 |
| Registration Date | Tuesday, September 6, 2016 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, June 21, 2016 |
| Goods and Services | Estate planning; Financial analysis and consultation; Financial consultation; Financial evaluation for insurance purposes; Financial planning; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial risk management; Financial services in the nature of an investment security; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence |
| 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 | Monday, February 1, 2016 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, December 1, 2005 |
| First Use In Commerce Date | Sunday, January 1, 2006 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | Loomis, CA 95650 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | Loomis, CA 95650 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Loomis, CA 95650 |
| Event Date | Event Description |
| Friday, April 29, 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Friday, April 29, 2022 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Wednesday, April 27, 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, November 11, 2021 | TEAS SECTION 8 RECEIVED |
| Friday, November 5, 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Friday, November 5, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, November 5, 2021 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Friday, November 5, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, November 5, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, November 5, 2021 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Friday, October 15, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, October 15, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, October 15, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, August 24, 2018 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, August 24, 2018 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, September 6, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, June 21, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 21, 2016 | PUBLISHED FOR OPPOSITION |
| Wednesday, June 1, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, May 12, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, May 12, 2016 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, May 12, 2016 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, May 12, 2016 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, May 12, 2016 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, May 11, 2016 | ASSIGNED TO EXAMINER |
| Monday, February 1, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Saturday, January 30, 2016 | NEW APPLICATION ENTERED IN TRAM |