E89R
TEAS SECTION 8 & 9 RECEIVED
07/14/2026
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Official data from USPTO
PLANNED FINANCIAL SERVICES
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
PLANNED FINANCIAL SERVICES
ST13
US500000087235801Class
36
Filing
87235801
Registration
5232031
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
23
Latest update
07/14/2026
Trademark type
Word
Nice classes
36
Filing date
11/14/2016
Registration date
06/27/2017
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
01/26/2023
Last transaction
07/14/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
First use anywhere
1995-00-00
First use in commerce
1995-00-00
Drawing code
4
Owner type
16
Owner location
BRECKSVILLE, OH, US
Examiner
SHANOSKI, JOANNA MARIE
Law office
L40
Current location
TMEG LAW OFFICE 104
Holders and representatives
Holders
PFS IP HOLDINGS LLC
Planned Financial Services LLC
Representatives
Louis Licata GERTSBURG LICATA, CO., LPA
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial advisory and consultancy services for retirementestate planningfinancing services and advicefinancial managementcash managementinvestment advisoryfinancial investment brokerage servicesfinancial consultation with a focus on integration with personal values and goals
Publications
History of USPTO decisions and trademark events.
23 publications found
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
06/27/2026
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
01/26/2023
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
01/26/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
01/26/2023
E815
TEAS SECTION 8 & 15 RECEIVED
07/10/2022
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
06/27/2022
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
01/12/2022
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
11/10/2021
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
11/10/2021
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
11/10/2021
R.PR
REGISTERED-PRINCIPAL REGISTER
06/27/2017
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
04/11/2017
PUBO
PUBLISHED FOR OPPOSITION
04/11/2017
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
03/22/2017
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
03/01/2017
XAEC
EXAMINER'S AMENDMENT ENTERED
03/01/2017
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
03/01/2017
GNEA
EXAMINERS AMENDMENT E-MAILED
03/01/2017
CNEA
EXAMINERS AMENDMENT -WRITTEN
03/01/2017
DOCK
ASSIGNED TO EXAMINER
02/21/2017
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
11/18/2016
NWAP
NEW APPLICATION ENTERED
11/17/2016
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