NP89
NOTICE OF ACCEPTANCE OF PARTIAL SEC. 8 & 9 EMAILED
04/18/2026
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Official data from USPTO
SAVVY IRA PLANNING
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
SAVVY IRA PLANNING
ST13
US500000086977841Class
9, 16, 36, 41
Filing
86977841
Registration
4902063
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
33
Latest update
05/12/2026
Trademark type
Word
Nice classes
9, 16, 36, 41
Filing date
12/11/2014
Registration date
02/16/2016
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
04/18/2026
Last transaction
05/12/2026
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
10/28/2014
First use in commerce
10/28/2014
Drawing code
4
Owner type
16
Owner location
New York, NY, US
Examiner
DE JONGE, KATHLEEN
Holders and representatives
Holders
Horsesmouth LLC
Representatives
Phillip A. Rosenberg KILPATRICK TOWNSEND & STOCKTON LLP
Technical classification
Nice Classes
Class 9Class 16Class 36Class 41
Vienna Codes
No Vienna codes available.
Goods and services
Class 9
Downloadable educational materials in the field of financial planning; downloadable brochures and multimedia materials in the nature of cds in the field of financial planning; downloadable informational materials regarding IRA planning and retirement benefits; downloadable electronic newsletters in the field of financial planning; downloadable webinars in the field of financial planning
Class 16
Printed educational materials in the field of financial planning; printed brochures in the field of financial planning; printed informational materials regarding IRA planning and retirement benefits; newsletters in the field of financial planning
Class 36
Insurance and financial planning consultation services in the field of retirement planning; advisory services for retirement planning; financial advice and consultancy services; financial advisory and consultancy servicescounseling regarding IRA planning; financial consultation in the field of IRA planning
Class 41
Education servicesproviding training and education to investment advisors and agents in the form of workshopspresentationsseminars and lectures in the fields of wealth management and retirement planning; education servicesproviding non-downloadable webinars in the field of financial planning; educational servicesproviding continuing professional education courses in the field of financial planning; providing online newsletters in the field of financial planning; providing information regarding IRA planning to financial advisors via a website for use in providing said information to customers; providing a website featuring financial news and information to financial advisors for use in providing to customers financial news and information regarding IRA planning; providing non-downloadable educational materials in the nature of non-downloadable articlesnon-downloadable reference piecesnon-downloadable presentation slidesnon-downloadable reportsnon-downloadable press releasesnon-downloadable brochuresnon-downloadable invitationsnon-downloadable posters and non-downloadable email templates in the field of financial planning; providing non-downloadable educational materials in the nature of non-downloadable articlesnon-downloadable reference piecesnon-downloadable presentation slidesnon-downloadable reportsnon-downloadable press releasesnon-downloadable brochuresnon-downloadable invitationsnon-downloadable posters and non-downloadable email templates in the field of IRA planning and retirement benefits
Publications
History of USPTO decisions and trademark events.
33 publications found
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
04/18/2026
9G8P
REGISTERED - SEC. 9 GRANTED/CHECK RECORD FOR SEC. 8
04/18/2026
8PRT
REGISTERED - PARTIAL SEC. 8 (10-YR) ACCEPTED
04/18/2026
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
04/18/2026
E89R
TEAS SECTION 8 & 9 RECEIVED
02/11/2026
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
02/16/2025
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
07/29/2022
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
07/29/2022
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
07/29/2022
E815
TEAS SECTION 8 & 15 RECEIVED
02/15/2022
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
02/16/2021
R.PR
REGISTERED-PRINCIPAL REGISTER
02/16/2016
DP1B
1(B) BASIS DELETED; PROCEED TO REGISTRATION
01/14/2016
IUCN
NOTICE OF ALLOWANCE CANCELLED
11/20/2015
DPCC
DIVISIONAL PROCESSING COMPLETE
11/20/2015
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
11/20/2015
DRRR
DIVISIONAL REQUEST RECEIVED
10/30/2015
ERTD
TEAS REQUEST TO DIVIDE RECEIVED
10/30/2015
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
07/21/2015
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
05/26/2015
PUBO
PUBLISHED FOR OPPOSITION
05/26/2015
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
05/06/2015
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
04/21/2015
ALIE
ASSIGNED TO LIE
04/20/2015
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
03/28/2015
XAEC
EXAMINER'S AMENDMENT ENTERED
03/28/2015
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
03/28/2015
GNEA
EXAMINERS AMENDMENT E-MAILED
03/28/2015
CNEA
EXAMINERS AMENDMENT -WRITTEN
03/28/2015
DOCK
ASSIGNED TO EXAMINER
03/24/2015
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
12/17/2014
NWAP
NEW APPLICATION ENTERED
12/15/2014
Continuous trademark protection
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