YOUR LIFESTYLE - YOUR PLAN Trademark

Trademark Overview


On Wednesday, June 18, 2014, a trademark application was filed for YOUR LIFESTYLE - YOUR PLAN with the United States Patent and Trademark Office. The USPTO has given the YOUR LIFESTYLE - YOUR PLAN trademark a serial number of 86313255. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, February 24, 2023. This trademark is owned by Reachable Retirement, Inc.. The YOUR LIFESTYLE - YOUR PLAN trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:

Providing information and advice in the field of finance, financial investments, and the financial aspects of retirement; financial planning and investment advisory services, namely, analysis of personal finances and development of a customized financial plan to meet fiscal goals, namely, estate planning, retirement planning and investment planning; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve retirement; advisory services in the field of insurance, namely, life insurance, annuities and long term care insurance; financial services, namely, providing investment options available for variable annuity and variable life insurance products, securities, mutual funds, shares or stocks and other securities

A web-based software as a service (SaaS) featuring software for retirement and financial planning, development of customized financial plan for users to meet their fiscal goals, namely, estate planning, retirement planning and investment planning, and development of reports and other tools to assist users with their retirement and financial planning, analysis, and objectives
your lifestyle - your plan

General Information


Serial Number86313255
Word MarkYOUR LIFESTYLE - YOUR PLAN
Filing DateWednesday, June 18, 2014
Status710 - CANCELLED - SECTION 8
Status DateFriday, February 24, 2023
Registration Number5018380
Registration DateTuesday, August 9, 2016
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, November 11, 2014

Trademark Statements


Goods and ServicesProviding information and advice in the field of finance, financial investments, and the financial aspects of retirement; financial planning and investment advisory services, namely, analysis of personal finances and development of a customized financial plan to meet fiscal goals, namely, estate planning, retirement planning and investment planning; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve retirement; advisory services in the field of insurance, namely, life insurance, annuities and long term care insurance; financial services, namely, providing investment options available for variable annuity and variable life insurance products, securities, mutual funds, shares or stocks and other securities
Goods and ServicesA web-based software as a service (SaaS) featuring software for retirement and financial planning, development of customized financial plan for users to meet their fiscal goals, namely, estate planning, retirement planning and investment planning, and development of reports and other tools to assist users with their retirement and financial planning, analysis, and objectives

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, February 24, 2023
Primary Code036
First Use Anywhere DateTuesday, May 29, 2012
First Use In Commerce DateWednesday, September 3, 2014

International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, February 24, 2023
Primary Code042
First Use Anywhere DateTuesday, May 29, 2012
First Use In Commerce DateWednesday, September 3, 2014

Trademark Owner History


Party NameReachable Retirement, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressLakeland, FL 33815

Party NameReachable Retirement, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressLakeland, FL 33815

Party NameReachable Retirement, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressLakeland, FL 33815

Trademark Events


Event DateEvent Description
Friday, February 24, 2023CANCELLED SEC. 8 (6-YR)
Monday, September 13, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, September 13, 2021TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Monday, September 13, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, September 13, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, August 9, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, August 9, 2016REGISTERED-PRINCIPAL REGISTER
Saturday, July 2, 2016NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Friday, July 1, 2016ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, June 9, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, June 9, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, June 7, 2016TEAS REQUEST FOR RECONSIDERATION RECEIVED
Monday, January 25, 2016NOTIFICATION OF FINAL REFUSAL EMAILED
Monday, January 25, 2016FINAL REFUSAL E-MAILED
Monday, January 25, 2016SU - FINAL REFUSAL - WRITTEN
Thursday, December 17, 2015AMENDMENT FROM APPLICANT ENTERED
Thursday, December 17, 2015CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, December 17, 2015TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, December 1, 2015CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, December 15, 2015ASSIGNED TO LIE
Wednesday, December 2, 2015PAPER RECEIVED
Tuesday, December 1, 2015TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, June 2, 2015NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, June 2, 2015NON-FINAL ACTION E-MAILED
Tuesday, June 2, 2015SU - NON-FINAL ACTION - WRITTEN
Thursday, May 7, 2015ASSIGNED TO EXAMINER
Monday, April 13, 2015STATEMENT OF USE PROCESSING COMPLETE
Wednesday, March 4, 2015USE AMENDMENT FILED
Thursday, April 9, 2015CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, March 4, 2015TEAS STATEMENT OF USE RECEIVED
Tuesday, January 6, 2015NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, November 11, 2014OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, November 11, 2014PUBLISHED FOR OPPOSITION
Wednesday, October 22, 2014NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Thursday, October 2, 2014APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, September 25, 2014ASSIGNED TO EXAMINER
Thursday, June 26, 2014NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, June 21, 2014NEW APPLICATION ENTERED