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Official data from USPTO

SAVVY MEDICARE 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 MEDICARE PLANNING

ST13

US500000087000925

Class

36, 41, 42

Filing

87000925

Registration

5304300

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

03/14/2024

Trademark type

Word

Nice classes

36, 41, 42

Filing date

04/14/2016

Registration date

10/10/2017

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

03/14/2024

Last transaction

03/14/2024

Responsible office

United States Patent and Trademark Office

Status code

705

Official register

Principal Register

First use anywhere

11/18/2011

First use in commerce

11/18/2011

Drawing code

4

Owner type

16

Owner location

New York, NY

Examiner

KHOURI, SANI

Law office

M10

Holders and representatives

Holders

Horsesmouth LLC

Representatives

Joseph Edward Petersen KILPATRICK TOWNSEND & STOCKTON LLP

Technical classification

Nice Classes

Class 36Class 41Class 42

Vienna Codes

No Vienna codes available.

Goods and services

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 medicare benefits; financial consultation in the field of medicare benefits; providing information regarding medicare benefits 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 medicare benefits

Class 41

Education servicesproviding training and education to investment advisors and agents in the form of workshopscoachingpresentationsseminars 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 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 medicare benefits and retirement benefits

Class 42

Providing temporary use of on-line non-downloadable software for calculating and analyzing health care expenses; providing temporary use of on-line non-downloadable web-based software application for providing customizable reports in the field of financial planning; providing temporary use of on-line non-downloadable educational software featuring instruction and training in the field of financial planning; providing temporary use of on-line non-downloadable educational software featuring instruction and training in the field of medicare and retirement benefits; software as a service (SaaS) services featuring software that runs algorithms for assisting clients in developing health care expense related retirement strategies

Publications

History of USPTO decisions and trademark events.

33 publications found

NA85

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

03/14/2024

C15P

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

03/14/2024

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

03/14/2024

E815

TEAS SECTION 8 & 15 RECEIVED

09/20/2023

REM1

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

10/10/2022

R.PR

REGISTERED-PRINCIPAL REGISTER

10/10/2017

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

07/25/2017

PUBO

PUBLISHED FOR OPPOSITION

07/25/2017

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

07/05/2017

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

06/20/2017

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

06/08/2017

XAEC

EXAMINER'S AMENDMENT ENTERED

06/08/2017

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

06/08/2017

GNEA

EXAMINERS AMENDMENT E-MAILED

06/08/2017

CNEA

EXAMINERS AMENDMENT -WRITTEN

06/08/2017

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

04/10/2017

GNRT

NON-FINAL ACTION E-MAILED

04/10/2017

CNRT

NON-FINAL ACTION WRITTEN

04/10/2017

ZZZX

PREVIOUS ALLOWANCE COUNT WITHDRAWN

03/20/2017

PBCR

WITHDRAWN FROM PUB - OG REVIEW QUERY

03/14/2017

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

02/27/2017

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

02/14/2017

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

02/07/2017

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

02/07/2017

ALIE

ASSIGNED TO LIE

02/02/2017

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

01/18/2017

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

01/18/2017

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

07/18/2016

GNRT

NON-FINAL ACTION E-MAILED

07/18/2016

CNRT

NON-FINAL ACTION WRITTEN

07/18/2016

DOCK

ASSIGNED TO EXAMINER

07/11/2016

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

04/19/2016

NWAP

NEW APPLICATION ENTERED

04/18/2016

Continuous trademark protection

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