WHAT'S YOUR PLAN FOR FINANCIAL INDEPENDENCE? Trademark

Trademark Overview


On Wednesday, February 5, 2020, a trademark application was filed for WHAT'S YOUR PLAN FOR FINANCIAL INDEPENDENCE? with the United States Patent and Trademark Office. The USPTO has given the WHAT'S YOUR PLAN FOR FINANCIAL INDEPENDENCE? trademark a serial number of 88785625. The federal status of this trademark filing is REGISTERED as of Tuesday, May 4, 2021. This trademark is owned by Advanced Strategies Group. The WHAT'S YOUR PLAN FOR FINANCIAL INDEPENDENCE? trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; advisory, counseling and consulting services in the field of executive benefits for life insurance, disability insurance and financial retirement plans in addition to standard employee financial benefits plans; providing information in the field of employee financial benefit plans; employer-sponsored financial retirement plan consulting and fiduciary representative services

Business consulting and advisory services in the areas of enterprise value maximization, and enterprise value monetization via ownership liquidation and internal succession planning, and strategies employing key employee benefit and retention programs; insurance product placement, namely, connecting buyers and sellers of insurance

General Information


Serial Number88785625
Word MarkWHAT'S YOUR PLAN FOR FINANCIAL INDEPENDENCE?
Filing DateWednesday, February 5, 2020
Status700 - REGISTERED
Status DateTuesday, May 4, 2021
Registration Number6342860
Registration DateTuesday, May 4, 2021
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 28, 2020

Trademark Statements


Goods and ServicesFinancial and investment services, namely, asset and investment acquisition, consultation, advisory and development; advisory, counseling and consulting services in the field of executive benefits for life insurance, disability insurance and financial retirement plans in addition to standard employee financial benefits plans; providing information in the field of employee financial benefit plans; employer-sponsored financial retirement plan consulting and fiduciary representative services
Goods and ServicesBusiness consulting and advisory services in the areas of enterprise value maximization, and enterprise value monetization via ownership liquidation and internal succession planning, and strategies employing key employee benefit and retention programs; insurance product placement, namely, connecting buyers and sellers of insurance
Pseudo MarkWHAT IS YOUR PLAN FOR FINANCIAL INDEPENDENCE

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSaturday, February 8, 2020
Primary Code035
First Use Anywhere DateMonday, March 15, 2021
First Use In Commerce DateMonday, March 15, 2021

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSaturday, February 8, 2020
Primary Code036
First Use Anywhere DateMonday, March 15, 2021
First Use In Commerce DateMonday, March 15, 2021

Trademark Owner History


Party NameAdvanced Strategies Group
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressPowell, OH 43065
US

Party NameAdvanced Strategies Group
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressPowell, OH 43065
US

Party NameAdvanced Strategies Group
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressPowell, OH 43065
US

Trademark Events


Event DateEvent Description
Saturday, February 8, 2020NEW APPLICATION ENTERED
Saturday, February 8, 2020NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, April 24, 2020ASSIGNED TO EXAMINER
Thursday, May 7, 2020PRIORITY ACTION WRITTEN
Thursday, May 7, 2020PRIORITY ACTION E-MAILED
Thursday, May 7, 2020NOTIFICATION OF PRIORITY ACTION E-MAILED
Tuesday, May 19, 2020EXAMINERS AMENDMENT -WRITTEN
Tuesday, May 19, 2020EXAMINERS AMENDMENT E-MAILED
Tuesday, May 19, 2020NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, May 19, 2020EXAMINER'S AMENDMENT ENTERED
Wednesday, May 20, 2020EXAMINERS AMENDMENT -WRITTEN
Wednesday, May 20, 2020EXAMINERS AMENDMENT E-MAILED
Wednesday, May 20, 2020NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, May 20, 2020EXAMINER'S AMENDMENT ENTERED
Wednesday, May 20, 2020APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, June 2, 2020WITHDRAWN FROM PUB - OG REVIEW QUERY
Thursday, June 11, 2020PREVIOUS ALLOWANCE COUNT WITHDRAWN
Friday, June 12, 2020EXAMINERS AMENDMENT -WRITTEN
Friday, June 12, 2020EXAMINERS AMENDMENT E-MAILED
Friday, June 12, 2020NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, June 12, 2020EXAMINER'S AMENDMENT ENTERED
Friday, June 12, 2020APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, June 15, 2020ASSIGNED TO LIE
Tuesday, June 23, 2020LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, July 8, 2020NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, July 28, 2020PUBLISHED FOR OPPOSITION
Tuesday, July 28, 2020OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, September 22, 2020NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Monday, March 15, 2021TEAS STATEMENT OF USE RECEIVED
Wednesday, March 31, 2021CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, March 15, 2021USE AMENDMENT FILED
Wednesday, March 31, 2021STATEMENT OF USE PROCESSING COMPLETE
Thursday, April 1, 2021ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, April 2, 2021NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, May 4, 2021REGISTERED-PRINCIPAL REGISTER
Thursday, October 20, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, October 20, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, October 20, 2022TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Thursday, October 20, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, May 4, 2026COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED