(11) 98705-3426
TrademarkIQ iconTrademarkIQ
Back to search
Official data from USPTO

PLANNED FINANCIAL SERVICES

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

Before investing in name, identity, and promotion, validate collision risk and registration strategy to avoid wasting time and budget.

Active USPTO registrationType: CombinedOffice: United States

Quick snapshot

PLANNED FINANCIAL SERVICES

ST13

US500000087235808

Class

36

Filing

87235808

Registration

5338310

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

29

Latest update

06/06/2023

Trademark type

Combined

Nice classes

36

Filing date

11/14/2016

Registration date

11/21/2017

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

06/06/2023

Last transaction

06/06/2023

Responsible office

United States Patent and Trademark Office

Status code

702

Official register

Principal Register

First use anywhere

2008-00-00

First use in commerce

2008-00-00

Drawing code

3

Owner type

16

Owner location

BRECKSVILLE, OH, US

Examiner

SHANOSKI, JOANNA MARIE

Law office

L40

Current location

TMEG LAW OFFICE 104

Mark description

The mark consists of the words "PLANNED FINANCIAL" in blue above the word "SERVICES" in gray. To the left appears a diamond formed by gray segments of a smaller diamond at the bottom point, a chevron, and two rectangles divided by a smaller blue diamond in the top point. Open space appears between each segment and between the blue diamond and rectangles at the top. The background is transparent.

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.

29 publications found

NA85

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

06/06/2023

C15A

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

06/06/2023

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

06/06/2023

E815

TEAS SECTION 8 & 15 RECEIVED

11/29/2022

REM1

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

11/21/2022

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

11/21/2017

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

09/05/2017

PUBO

PUBLISHED FOR OPPOSITION

09/05/2017

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

08/16/2017

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

07/27/2017

XAEC

EXAMINER'S AMENDMENT ENTERED

07/27/2017

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

07/27/2017

GNEA

EXAMINERS AMENDMENT E-MAILED

07/27/2017

CNEA

EXAMINERS AMENDMENT -WRITTEN

07/27/2017

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

07/26/2017

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

07/25/2017

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

07/25/2017

GEAN

NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED

03/01/2017

GEAP

EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED

03/01/2017

EPEN

COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY

03/01/2017

CPEA

EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED

03/01/2017

DOCK

ASSIGNED TO EXAMINER

02/21/2017

MDSC

NOTICE OF DESIGN SEARCH CODE E-MAILED

11/19/2016

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

11/18/2016

NWAP

NEW APPLICATION ENTERED

11/17/2016

Continuous trademark protection

Get notified about every new filing that threatens PLANNED FINANCIAL SERVICES or your mark.

Professional 24-month watch service: we monitor USPTO for you and alert you in time to oppose — before conflicts become losses.