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Official data from USPTO

THE PERSON IS THE PLAN

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

THE PERSON IS THE PLAN

ST13

US500000077175628

Class

36

Filing

77175628

Registration

3368718

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

19

Latest update

07/14/2017

Trademark type

Word

Nice classes

36

Filing date

05/08/2007

Registration date

01/15/2008

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

07/14/2017

Last transaction

07/14/2017

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Principal Register

First use anywhere

02/15/2007

First use in commerce

02/15/2007

Drawing code

4

Owner type

16

Owner location

Riverdale, NJ, US

Examiner

CARRUTHERS, SUE

Law office

L80

Current location

GENERIC WEB UPDATE

Holders and representatives

Holders

Highland Financial Advisors, LLC

Representatives

Christopher J. McHattie, Esq. THE MCHATTIE LAW FIRM, LLC

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial consultation; financial consultation in the field of fee-only wealth managementfinancial life planning and asset management; financial evaluation for insurance purposes; financial investment in the field of fee-only wealth managementfinancial life planning and asset management; financial management; financial planning; financial planning consultation; financial planning for retirement; financial planningthe creation of personalized strategies to achieve financial independence; financial risk management; financial servicesassisting others with the completion of financial transactions for stocksbondssecurities and equities; financial servicesa total portfolio offering for high-net-worth clients consisting of both separate accounts and mutual funds for equity and fixed-income investments; providing online information in the field charitable monetary giving through financial and estate planning

Publications

History of USPTO decisions and trademark events.

19 publications found

NA89

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

07/14/2017

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

07/14/2017

89AG

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

07/14/2017

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

07/14/2017

E89R

TEAS SECTION 8 & 9 RECEIVED

06/08/2017

REM2

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

01/15/2017

NA85

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

03/18/2013

C15A

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

03/18/2013

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

03/16/2013

E815

TEAS SECTION 8 & 15 RECEIVED

03/01/2013

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

06/22/2011

R.PR

REGISTERED-PRINCIPAL REGISTER

01/15/2008

PUBO

PUBLISHED FOR OPPOSITION

10/30/2007

NPUB

NOTICE OF PUBLICATION

10/10/2007

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

09/25/2007

ALIE

ASSIGNED TO LIE

09/25/2007

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

08/21/2007

DOCK

ASSIGNED TO EXAMINER

08/21/2007

NWAP

NEW APPLICATION ENTERED

05/11/2007

Continuous trademark protection

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