PUM1
OFFICE ACTION ISSUED POU1
05/23/2024
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Official data from USPTO
PLANNING MADE SIMPLE
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
PLANNING MADE SIMPLE
ST13
US500000088124094Class
36
Filing
88124094
Registration
5755893
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
05/23/2024
Trademark type
Word
Nice classes
36
Filing date
09/19/2018
Registration date
05/21/2019
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
05/21/2019
Last transaction
05/21/2024
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
01/01/2015
First use in commerce
01/01/2015
Drawing code
4
Owner type
01
Owner location
Ontario, CA
Examiner
THOMAS,AMY E
Law office
M10
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Shahin, Gabriel
Representatives
Shahin, Gabriel
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial consultation in the field of taxes; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning servicesdeveloping and managing charitable giving programs on behalf of wealthy individuals or families; Financial planningthe creation of personalized strategies to achieve financial independence; Financial serviceswealth management services; Financial administration of employee pension plans; Financial administration of retirement plans; Financial advice and consultancy services; Financial advicebudget planning; Financial advisory and consultancy services; Financial consultation in the field of environmental managementadvising business and individuals on issues of portfolio planning and investment planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial information and advisory services; Financial management of employee pension plans; Financial portfolio management; Financial portfolio analysis services; Financial restructuring services; Financial retirement plan consulting services; Financial servicesadministration of transactions involving funds drawn from securitiesstocksfundsequitiesbondscashother types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial servicesadministration of transactions involving funds drawn from securitiesstocksfundsequitiesbondscashother types of financial investments in retirement plans using a credit or debit card over a global data network; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; Financial servicesmortgage planning; Financial trust planning; Advice on finance during retirement; Financial asset management; On-line financial planning services; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Strategic financial advisory services
Publications
History of USPTO decisions and trademark events.
20 publications found
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
05/22/2024
ES8R
TEAS SECTION 8 RECEIVED
05/21/2024
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
05/21/2024
R.PR
REGISTERED-PRINCIPAL REGISTER
05/21/2019
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
03/05/2019
PUBO
PUBLISHED FOR OPPOSITION
03/05/2019
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
02/13/2019
ALIE
ASSIGNED TO LIE
01/22/2019
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
01/10/2019
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
01/10/2019
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
01/10/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
01/05/2019
XAEC
EXAMINER'S AMENDMENT ENTERED
01/05/2019
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
01/05/2019
GNEA
EXAMINERS AMENDMENT E-MAILED
01/05/2019
CNEA
EXAMINERS AMENDMENT -WRITTEN
01/05/2019
DOCK
ASSIGNED TO EXAMINER
12/31/2018
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
09/26/2018
NWAP
NEW APPLICATION ENTERED
09/22/2018
Continuous trademark protection
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