PLANNING+4

Live / Registered — Registered and renewed (as of 26 Aug 2023)

What this means for you

Registered since 14 Aug 2012. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 14 Aug 2022).

Record

Serial number
85506399
Registration number
4190509
Mark type
Stylized text
Filed
30 Dec 2011
Published for opposition
29 May 2012
Registered
14 Aug 2012
Next maintenance due
14 Aug 2022

Goods and services

  • Class 036 — Insurance and financial services: Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis and consultation; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, wealth management services

Owner

Prosecution history

  • 26 Aug 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 26 Aug 2023 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 26 Aug 2023 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 26 Aug 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 10 Feb 2023 — TEAS SECTION 8 & 9 RECEIVED
  • 14 Aug 2021 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 20 Sept 2017 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 20 Sept 2017 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 20 Sept 2017 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 15 Aug 2017 — TEAS SECTION 8 & 15 RECEIVED
  • 15 Aug 2017 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 14 Aug 2017 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 14 Aug 2012 — REGISTERED-PRINCIPAL REGISTER
  • 29 May 2012 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 29 May 2012 — PUBLISHED FOR OPPOSITION

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