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Official data from USPTO

ESSENTIAL PLANNERS

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

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Active USPTO registrationType: CombinedOffice: United States

Quick snapshot

ESSENTIAL PLANNERS

ST13

US500000087626811

Class

36

Filing

87626811

Registration

5474381

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

02/02/2024

Trademark type

Combined

Nice classes

36

Filing date

09/28/2017

Registration date

05/22/2018

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

02/02/2024

Last transaction

02/02/2024

Responsible office

United States Patent and Trademark Office

Status code

702

Official register

Principal Register

First use anywhere

01/01/2017

First use in commerce

01/01/2017

Drawing code

3

Owner type

03

Owner location

LA JOLLA, CA, US

Examiner

BUTTON, JENNIFER JO

Law office

L50

Current location

TMEG LAW OFFICE 105

Mark description

The mark consists of the word "ESSENTIAL" on a first line; the word "PLANNERS" on the second line below having a horizontal line to the left of "PLANNERS" and a horizontal line to the right side with the right end becoming a stylized leaf design.

Holders and representatives

Holders

FINANCIAL ALTERNATIVES, INC.
Essential Planning Services, LLC

Representatives

Pollie Gautsch G & A Legal, APC

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial advisory and consulting services in the fields of financial planninginvestment managementwealth managementfinancial asset managementfinancial retirement plan consulting servicesspending plan optimizationsocial security and Medicare planningestate planningdebt advisory servicesdebt management consultationcontingency planningplanned giving for non-profit and charitable organizationsfinancial planning for higher education

Publications

History of USPTO decisions and trademark events.

23 publications found

NA85

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

02/02/2024

C15A

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

02/02/2024

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

02/02/2024

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

08/23/2023

E815

TEAS SECTION 8 & 15 RECEIVED

08/11/2023

REM1

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

05/22/2023

R.PR

REGISTERED-PRINCIPAL REGISTER

05/22/2018

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

03/06/2018

PUBO

PUBLISHED FOR OPPOSITION

03/06/2018

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

02/14/2018

ALIE

ASSIGNED TO LIE

01/26/2018

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

01/17/2018

XAEC

EXAMINER'S AMENDMENT ENTERED

01/17/2018

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

01/17/2018

GNEA

EXAMINERS AMENDMENT E-MAILED

01/17/2018

CNEA

EXAMINERS AMENDMENT -WRITTEN

01/17/2018

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

01/17/2018

GNRT

NON-FINAL ACTION E-MAILED

01/17/2018

CNRT

NON-FINAL ACTION WRITTEN

01/17/2018

DOCK

ASSIGNED TO EXAMINER

01/05/2018

MDSC

NOTICE OF DESIGN SEARCH CODE E-MAILED

10/05/2017

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

10/04/2017

NWAP

NEW APPLICATION ENTERED

10/02/2017

Continuous trademark protection

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