| Serial Number | 90793143 |
| Word Mark | THESUM |
| Filing Date | Thursday, June 24, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 12, 2022 |
| Registration Number | 6786265 |
| Registration Date | Tuesday, July 12, 2022 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, April 26, 2022 |
| Description of Mark | The mark consists of the Greek symbol Sigma in the middle of two arrows comprising a cube to the left of the stylized wording THESUM . |
| Pseudo Mark | THE SUM |
| Goods and Services | Financial planning and investment advisory services; Investment management |
| 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 | Wednesday, September 8, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, September 14, 2018 |
| First Use In Commerce Date | Friday, September 14, 2018 |
| Party Name | The Planning Project, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | The Woodlands, TX 77381 |
| Party Name | The Planning Project, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | The Woodlands, TX 77381 |
| Party Name | The Planning Project, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | The Woodlands, TX 77381 |
| Event Date | Event Description |
| Tuesday, July 12, 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, July 12, 2022 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, April 26, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 26, 2022 | PUBLISHED FOR OPPOSITION |
| Wednesday, April 6, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Saturday, April 2, 2022 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Saturday, April 2, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Saturday, April 2, 2022 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Friday, March 18, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, March 18, 2022 | EXAMINER'S AMENDMENT ENTERED |
| Friday, March 18, 2022 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, March 18, 2022 | EXAMINERS AMENDMENT E-MAILED |
| Friday, March 18, 2022 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, March 16, 2022 | ASSIGNED TO EXAMINER |
| Thursday, September 9, 2021 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, September 8, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Monday, June 28, 2021 | NEW APPLICATION ENTERED IN TRAM |