NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
01/23/2026
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Official data from USPTO
WE HANDLE THE PLANNING SO YOU CAN GET TO LIVING.
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
WE HANDLE THE PLANNING SO YOU CAN GET TO LIVING.
ST13
US500000088072848Class
36
Filing
88072848
Registration
5858643
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
20
Latest update
01/24/2026
Trademark type
Word
Nice classes
36
Filing date
08/09/2018
Registration date
09/10/2019
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
01/23/2026
Last transaction
01/24/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
04/08/2019
First use in commerce
04/08/2019
Drawing code
4
Owner type
16
Owner location
North Hills, CA
Examiner
BHANOT, KAPIL KUMAR
Current location
Historical data usage
Holders and representatives
Holders
From Planning to Living LLC
Representatives
From Planning to Living LLC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial administration of retirement plans; financial advice; financial advice and consultancy services; financial advisory and consultancy services; financial analyses; financial analysis; financial analysis and consultation; financial analysis and research services; financial asset management; financial consultancy; financial consultation; financial consulting; financial consulting servicesexpert analysis in finance; financial due diligence; financial evaluation for insurance purposes; financial exchange; financial forecasting; financial information; financial information and advisory services; financial information and evaluations; financial investment analysis and stock research; financial management; financial planning; financial planning and investment advisory services; financial planning consultation; financial planning for retirement; financial portfolio analysis services; financial portfolio management; financial research and information services; financial retirement plan consulting services; financial risk assessment services; financial risk management; financial securities exchange services; financial serviceslife insurance settlement services; financial servicessavings programs for youths; financial serviceswealth management services; financial valuations; insurance servicesviatical settlement serviceslife settlement services for insurance policyholderssenior settlement services for insurance policyholders; advice on finance during retirement; advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medicaldentallife insurance including short term disabilitylong term disabilitycancer insuranceaccidental death and dismemberment; conducting financial feasibility studies; providing financial information; providing financial services with respect to securities and other financial instruments and productsproviding financial market news and commentary; providing information and advice in the field of financefinancial investmentsfinancial valuationsthe financial aspects of retirement; providing information and research in the field of finance and financial investments; providing information in the field of finance; providing informationcommentary and advice in the field of financefinancial investments and financial valuations; providing investors with financial information; strategic financial advisory services
Publications
History of USPTO decisions and trademark events.
20 publications found
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
01/23/2026
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
01/22/2026
E815
TEAS SECTION 8 & 15 RECEIVED
10/17/2025
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
09/10/2024
R.PR
REGISTERED-PRINCIPAL REGISTER
09/10/2019
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
08/03/2019
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
08/02/2019
SUPC
STATEMENT OF USE PROCESSING COMPLETE
07/25/2019
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
07/25/2019
IUAF
USE AMENDMENT FILED
07/03/2019
EISU
TEAS STATEMENT OF USE RECEIVED
07/03/2019
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
02/26/2019
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
01/01/2019
PUBO
PUBLISHED FOR OPPOSITION
01/01/2019
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
12/12/2018
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
11/28/2018
DOCK
ASSIGNED TO EXAMINER
11/27/2018
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
08/17/2018
NWAP
NEW APPLICATION ENTERED
08/13/2018
Continuous trademark protection
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