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Official data from USPTO

PETE THE PLANNER

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

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

PETE THE PLANNER

ST13

US500000086127968

Class

36, 41

Filing

86127968

Registration

4643794

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

40

Latest update

05/08/2025

Trademark type

Word

Nice classes

36, 41

Filing date

11/25/2013

Registration date

11/25/2014

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

04/30/2024

Last transaction

05/08/2025

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Principal Register

First use anywhere

2005-07-00

First use in commerce

2005-07-00

Drawing code

4

Owner type

03

Owner location

Indianapolis, IN

Examiner

KON, ELISSA

Law office

L60

Current location

GENERIC WEB UPDATE

Holders and representatives

Holders

Advanced Planning Solutions, Inc.
Advanced Planning Solutions, Inc.

Representatives

David A.W. Wong BARNES & THORNBURG LLP

Technical classification

Nice Classes

Class 36Class 41

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

providing a website featuring financial information in the fields of financial planningaffairsinvestmentmanagement and the acquisition of income and capital

Class 41

educational and entertainment servicesconducting seminarsmaking personal appearances by a financial planner and motivational speakerproviding motivational speaking servicesall in the fields of financial planningaffairsinvestmentmanagement and the acquisition of income and capital and distribution of training material in connection therewith; radio entertainment servicesnamely radio programs featuring performances by a radio personality; educational servicesconducting classesseminarsconferencesworkshops in the fields of financial planningaffairsinvestmentmanagement and the acquisition of income and capital and distribution of training material in connection therewith; online journalsblogs in the fields of financial planningaffairsinvestmentmanagement and the acquisition of income and capital

Publications

History of USPTO decisions and trademark events.

40 publications found

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

04/07/2025

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

04/07/2025

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

04/07/2025

NA89

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

04/30/2024

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

04/30/2024

89AG

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

04/30/2024

EROP

TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED

04/29/2024

PR89

POST REGISTRATION ACTION MAILED - SEC. 8 & 9

04/29/2024

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

04/29/2024

E89R

TEAS SECTION 8 & 9 RECEIVED

01/03/2024

REM2

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

11/25/2023

NA85

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

02/20/2021

C15A

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

02/20/2021

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

02/20/2021

E815

TEAS SECTION 8 & 15 RECEIVED

11/13/2020

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

11/25/2019

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

08/13/2019

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

08/13/2019

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

05/19/2016

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

05/19/2016

R.PR

REGISTERED-PRINCIPAL REGISTER

11/25/2014

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

09/09/2014

PUBO

PUBLISHED FOR OPPOSITION

09/09/2014

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

08/20/2014

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

08/01/2014

ALIE

ASSIGNED TO LIE

07/31/2014

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

07/22/2014

XAEC

EXAMINER'S AMENDMENT ENTERED

07/22/2014

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

07/22/2014

GNEA

EXAMINERS AMENDMENT E-MAILED

07/22/2014

CNEA

EXAMINERS AMENDMENT -WRITTEN

07/22/2014

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

07/21/2014

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

07/21/2014

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

07/21/2014

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

03/11/2014

GNRT

NON-FINAL ACTION E-MAILED

03/11/2014

CNRT

NON-FINAL ACTION WRITTEN

03/11/2014

DOCK

ASSIGNED TO EXAMINER

03/11/2014

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

12/07/2013

NWAP

NEW APPLICATION ENTERED

11/28/2013

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