REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
08/09/2025
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Official data from USPTO
SENSIBLE FINANCIAL PLANNING
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: CombinedOffice: US
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
38
Latest update
08/10/2025
Classification
Registered
Trademark type
Combined
Nice classes
35, 36, 41
Filing date
05/05/2015
Registration date
08/09/2016
Expiration date
-
Recommended action
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Next step
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Complete case details
Structured fields from the responsible authority and the official record.
Status date
11/20/2021
Last transaction
08/10/2025
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
First use anywhere
04/10/2005
First use in commerce
04/10/2005
Drawing code
3
Owner type
16
Owner location
Waltham, MA
Examiner
DELANEY, ZHALEH
Law office
M70
Current location
TMO LAW OFFICE 116
Mark description
The mark consists of a graph featuring one blue line and one green line intersecting on a blue grid all on a white square background. The white square background is claimed as a feature of the mark. The words "SENSIBLE FINANCIAL PLANNING" appear in the color white stacked below the graph on a bluish-green background. The rectangular shape of the bluish-green background is not claimed as a feature of the mark.
Holders and representatives
Holders
Sensible Financial Planning and Management, LLC
Representatives
Matthew M. Yospin Law Office of Matthew M. Yospin
Technical classification
Nice Classes
Class 35Class 36Class 41
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Income tax consultation; financial record-keeping for income tax regulatory compliance purposes; income tax compliance services, namely, income tax preparation services
Class 36
Financial services, namely, investment brokerage and management services, financial consulting services, financial advising services, financial planning services, retirement planning services, estate planning services, wealth management services, trust planning services, trust administration services, personal cash management; financial consulting and advising services in the fields of retirement planning and planned giving; insurance consultancy, namely, providing advice to others concerning life, disability and long-term care insurance; providing employers with financial advice concerning retirement savings plan design
Class 41
Providing a Web site featuring non-downloadable articles in the fields of financial planning, investment advising, wealth management, retirement planning, and planned giving, life, disability and long-term care insurance, income taxes and tax compliance, and retirement savings plan design; online non-downloadable electronic newsletters provided by e-mail concerning financial planning, investment advising, wealth management, retirement planning, planned giving, life, disability and long-term care insurance, income taxes and tax compliance, and retirement savings plan design
Publications
History of USPTO decisions and trademark events.
38 publications found
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
04/27/2023
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
04/27/2023
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
04/27/2023
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
04/27/2023
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
04/27/2023
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
07/27/2022
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
07/27/2022
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
07/27/2022
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
11/20/2021
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
11/20/2021
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
11/20/2021
E815
TEAS SECTION 8 & 15 RECEIVED
08/18/2021
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
08/09/2021
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
11/02/2017
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
04/18/2017
R.PR
REGISTERED-PRINCIPAL REGISTER
08/09/2016
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
05/24/2016
PUBO
PUBLISHED FOR OPPOSITION
05/24/2016
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
05/04/2016
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
04/18/2016
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
04/15/2016
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
04/15/2016
ERFR
TEAS REQUEST FOR RECONSIDERATION RECEIVED
04/15/2016
GNFN
NOTIFICATION OF FINAL REFUSAL EMAILED
11/19/2015
GNFR
FINAL REFUSAL E-MAILED
11/19/2015
CNFR
FINAL REFUSAL WRITTEN
11/19/2015
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
10/29/2015
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
10/28/2015
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
10/28/2015
GEAN
NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
08/21/2015
GEAP
EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
08/21/2015
EPEN
COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY
08/21/2015
CPEA
EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
08/21/2015
DOCK
ASSIGNED TO EXAMINER
08/14/2015
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
05/15/2015
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
05/14/2015
NWAP
NEW APPLICATION ENTERED
05/08/2015
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