SAVVY SOCIAL SECURITY PLANNING
Live / Registered — Registered and renewed (as of 19 Aug 2026)
What this means for you
Registered since 28 Jun 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 28 Jun 2026).
Record
- Serial number
- 86478452
- Registration number
- 4986291
- Mark type
- Stylized text
- Filed
- 11 Dec 2014
- Published for opposition
- 12 Apr 2016
- Registered
- 28 Jun 2016
- Next maintenance due
- 28 Jun 2026
- Attorney of record
- Phillip A. Rosenberg
Goods and services
- Class 036 — Insurance and financial services: Insurance and financial planning consultation services in the field of retirement planning; advisory services for retirement planning; financial advice and consultancy services; financial advisory and consultancy services, namely, counseling regarding social security elections; financial consultation in the field of social security elections; providing information regarding social security retirement income benefits to financial advisors via a website for use in providing said information to customers; providing a website featuring financial news and information to financial advisors for use in providing to customers financial news and information regarding social security retirement income benefits
- Class 041 — Education and entertainment services: Education services, namely, providing training and education to investment advisors and agents in the form of workshops, coaching, presentations, seminars and lectures in the fields of wealth management and retirement planning; education services, namely, providing non-downloadable webinars in the field of financial planning; educational services, namely, providing continuing professional education courses in the field of financial planning; providing online newsletters in the field of financial planning; providing non-downloadable educational materials in the nature of non-downloadable articles, non-downloadable reference pieces, non-downloadable presentation slides, non-downloadable reports, non-downloadable press releases, non-downloadable brochures, non-downloadable invitations, non-downloadable posters and non-downloadable email templates in the field of financial planning; providing non-downloadable educational materials in the nature of non-downloadable articles, non-downloadable reference pieces, non-downloadable presentation slides, non-downloadable reports, non-downloadable press releases, non-downloadable brochures, non-downloadable invitations, non-downloadable posters and non-downloadable email templates in the field of social security income and retirement benefits
- Class 042 — Scientific and technological services: Providing on-line non-downloadable software for calculating and analyzing social security benefits; providing temporary use of a web-based software application for providing customizable reports in the field of financial planning; providing non-downloadable educational software featuring instruction and training in the field of financial planning; providing non-downloadable educational software featuring instruction and training in the field of social security income and retirement benefits; software as a service (SaaS) services featuring software that runs algorithms for assisting clients in developing social security claiming strategies
Owner
- Horsesmouth LLC, New York, NY, US
- Horsesmouth LLC, New York, NY, US
- Horsesmouth LLC, New York, NY, US
Prosecution history
- 19 Aug 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 19 Aug 2026 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 19 Aug 2026 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 19 Aug 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 24 Jun 2026 — TEAS SECTION 8 & 9 RECEIVED
- 28 Jun 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 11 Jan 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 11 Jan 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 11 Jan 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 27 Jun 2022 — TEAS SECTION 8 & 15 RECEIVED
- 28 Jun 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 28 Jun 2016 — REGISTERED-PRINCIPAL REGISTER
- 12 Apr 2016 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 12 Apr 2016 — PUBLISHED FOR OPPOSITION
- 23 Mar 2016 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED