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Official data from USPTO

SECURE PLANNING INC. THE FINANCIAL COUNSELOR PROGRAM

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Active USPTO registrationType: CombinedOffice: United States

Quick snapshot

SECURE PLANNING INC. THE FINANCIAL COUNSELOR PROGRAM

ST13

US500000077554191

Class

36

Filing

77554191

Registration

3646233

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

26

Latest update

12/10/2025

Trademark type

Combined

Nice classes

36

Filing date

08/23/2008

Registration date

06/30/2009

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

07/24/2018

Last transaction

12/10/2025

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Principal Register

First use anywhere

10/15/2007

First use in commerce

10/15/2007

Drawing code

3

Owner type

03

Owner location

Portsmouth, NH

Examiner

AIKENS,RONALD E

Law office

M30

Current location

GENERIC WEB UPDATE

Mark description

The mark consists of the words "SECURE PLANNING INC." in stylized form in green with a portion of the "S" and "P" in gold and the dot over the "I" in gold underneath which are the words "THE FINANCIAL COUNSELOR PROGRAM" in stylized form in gold.

Holders and representatives

Holders

Secure Planning, Inc.

Representatives

HEIDI A. SCHILLER

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Investmentfinancial managementplanning and counseling services

Publications

History of USPTO decisions and trademark events.

26 publications found

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

11/20/2019

NA89

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

07/24/2018

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

07/24/2018

89AG

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

07/24/2018

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

07/23/2018

E89R

TEAS SECTION 8 & 9 RECEIVED

07/10/2018

REM2

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

06/30/2018

NA85

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

09/12/2014

C15A

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

09/12/2014

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

09/12/2014

E815

TEAS SECTION 8 & 15 RECEIVED

08/28/2014

R.PR

REGISTERED-PRINCIPAL REGISTER

06/30/2009

PUBO

PUBLISHED FOR OPPOSITION

04/14/2009

NPUB

NOTICE OF PUBLICATION

03/25/2009

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

03/12/2009

ALIE

ASSIGNED TO LIE

03/12/2009

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

03/12/2009

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

02/03/2009

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

02/03/2009

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

02/03/2009

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

12/09/2008

GNRT

NON-FINAL ACTION E-MAILED

12/09/2008

CNRT

NON-FINAL ACTION WRITTEN

12/09/2008

DOCK

ASSIGNED TO EXAMINER

12/02/2008

MDSC

NOTICE OF DESIGN SEARCH CODE MAILED

08/28/2008

NWAP

NEW APPLICATION ENTERED

08/27/2008

Continuous trademark protection

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