TRANSITION PLANNER Trademark

Trademark Overview


On Thursday, November 18, 2021, a trademark application was filed for TRANSITION PLANNER with the United States Patent and Trademark Office. The USPTO has given the TRANSITION PLANNER trademark a serial number of 97132233. The federal status of this trademark filing is ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE as of Wednesday, June 21, 2023. This trademark is owned by Overwatch Management. The TRANSITION PLANNER trademark is filed in the Insurance & Financial Services category with the following description:

Advice on finance during retirement; Financial retirement plan consulting services; Financial administration of retirement plans; Financial administration of retirement plans; Financial consulting services, namely, expert analysis in finance; Financial planning for retirement; 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; Individual retirement account services; Information, advisory, consultancy and research services relating to finance and investments; Investment advice in the fields of retirement planning; Investm...
transition planner

General Information


Serial Number97132233
Word MarkTRANSITION PLANNER
Filing DateThursday, November 18, 2021
Status602 - ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE
Status DateWednesday, June 21, 2023
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesAdvice on finance during retirement; Financial retirement plan consulting services; Financial administration of retirement plans; Financial administration of retirement plans; Financial consulting services, namely, expert analysis in finance; Financial planning for retirement; 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; Individual retirement account services; Information, advisory, consultancy and research services relating to finance and investments; Investment advice in the fields of retirement planning; Investment consultation in the fields of retirement planning; Investment management in the fields of retirement planning; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations
Translation of Words in MarkThe English translation of transition in the mark is movement, passage, or change from one position, state, stage, subject, concept, etc., to another; change.

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, November 23, 2021
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameOverwatch Management
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressCHANDLER, AZ 85286

Trademark Events


Event DateEvent Description
Wednesday, June 21, 2023ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
Wednesday, June 21, 2023ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND
Wednesday, June 21, 2023ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Tuesday, March 7, 2023NOTIFICATION OF FINAL REFUSAL EMAILED
Tuesday, March 7, 2023FINAL REFUSAL E-MAILED
Tuesday, March 7, 2023FINAL REFUSAL WRITTEN
Thursday, January 26, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, January 25, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, January 25, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, August 30, 2022NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, August 30, 2022NON-FINAL ACTION E-MAILED
Tuesday, August 30, 2022NON-FINAL ACTION WRITTEN
Tuesday, August 30, 2022ASSIGNED TO EXAMINER
Tuesday, November 23, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, November 22, 2021NEW APPLICATION ENTERED