| Serial Number | 97148304 |
| Word Mark | TOAMS |
| Filing Date | Tuesday, November 30, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, August 29, 2023 |
| Registration Number | 7152015 |
| Registration Date | Tuesday, August 29, 2023 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, October 18, 2022 |
| Goods and Services | Financial administration of retirement plans; Financial administration of college planning, investment, retirement, and estate management accounts; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consulting; Financial investment analysis and stock research; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial advisory and consultancy services; Financial planning consultation |
| 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 | Friday, December 3, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, December 27, 2021 |
| First Use In Commerce Date | Monday, December 27, 2021 |
| Party Name | Planning Solutions International LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Jacksonville, FL 32217 |
| Party Name | Planning Solutions International LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Jacksonville, FL 32217 |
| Party Name | Planning Solutions International LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Jacksonville, FL 32217 |
| Event Date | Event Description |
| Tuesday, August 29, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, August 29, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Thursday, July 27, 2023 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Wednesday, July 26, 2023 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, July 12, 2023 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, June 13, 2023 | USE AMENDMENT FILED |
| Monday, July 10, 2023 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, June 13, 2023 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, December 13, 2022 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, October 18, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 18, 2022 | PUBLISHED FOR OPPOSITION |
| Wednesday, September 28, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, September 13, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, September 9, 2022 | ASSIGNED TO EXAMINER |
| Friday, December 3, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, December 3, 2021 | NEW APPLICATION ENTERED |