PROFESSIONAL PLANNING COORDINATION SERVICE
Live / Registered — Registered and renewed (as of 30 Sept 2025)
What this means for you
Registered since 23 Feb 2016. 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 23 Feb 2026).
Record
- Serial number
- 86276403
- Registration number
- 4906343
- Mark type
- Stylized text
- Filed
- 08 May 2014
- Registered
- 23 Feb 2016
- Next maintenance due
- 23 Feb 2026
- Attorney of record
- Josiah Collier
Goods and services
- Class 035 — Advertising and business services: Business administration services for attorneys, certified public accountants, and registered investment advisors, namely, planning coordination services in the nature of back-office administrative services that facilitate organizing, gathering, aggregating, and uploading of the financial materials of the clients of attorneys, certified public accountants, and registered investment advisors; Business administration services for attorneys, certified public accountants, and registered investment advisors, namely, client planning coordination services pertaining to third-party deliverables and client planning meetings that pertain to gathering, aggregating, organizing and managing of information and materials to enhance client planning efforts, document and asset tracking, and portfolio performance reporting; Business administration services for attorneys, certified public accountants, and registered investment advisors, namely, providing client planning coordination services related to meeting agendas with client's advisors' notes and supporting materials for use in client planning meetings via a specifically tailored planning meeting binder; Business administration services for attorneys, certified public accountants, and registered investment advisors, namely, providing client planning coordination services related to conducting meetings with clients and clients' advisors to review the deliverables; Business administration services for attorneys, certified public accountants, and registered investment advisors, namely, providing client planning coordination services related to secure cloud-based document vaults for access at any time by the clients and their pre-approved advisors to specific client materials; Business administration services for attorneys, certified public accountants, and registered investment advisors, namely, providing client planning coordination services related to the preparation of a client planning meeting binders that contain: client planning meeting agendas, advisor notes, judgments, observations, and/or recommendations on planning topics assigned to each specific advisor, and supplemental advisor planning documents; Business administration services for attorneys, certified public accountants, and registered investment advisors, namely, providing client planning coordination services related to conducting up to four planning meetings per year for clients and client's advisors participation; Business administration services for attorneys, certified public accountants, and registered investment advisors, namely, providing client planning coordination services related to client portals that give clients direct access at any time to their document vault, investment portfolio, investment returns, financial plan or business plan, as well as to client's personal third-party web applications
Owner
- PINNACLE PROFESSIONAL ADVISERS, INC., Mansfield, OH, US
- PINNACLE PROFESSIONAL ADVISERS, INC., Mansfield, OH, US
Prosecution history
- 30 Sept 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 30 Sept 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 30 Sept 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 30 Sept 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 05 Jun 2025 — TEAS SECTION 8 & 9 RECEIVED
- 23 Feb 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 07 May 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 07 May 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 07 May 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 30 Nov 2021 — TEAS SECTION 8 RECEIVED
- 30 Aug 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 30 Aug 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 30 Aug 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 23 Feb 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 23 Feb 2016 — REGISTERED-SUPPLEMENTAL REGISTER