PLANNING ALTERNATIVES

Live / Registered — Registered and renewed (as of 13 Jun 2025)

What this means for you

Registered since 05 Jan 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 05 Jan 2026).

Record

Serial number
86594657
Registration number
4880114
Mark type
Stylized text
Filed
12 Apr 2015
Published for opposition
20 Oct 2015
Registered
05 Jan 2016
Next maintenance due
05 Jan 2026
Attorney of record
Amber M. Underhill

Goods and services

  • Class 036 — Insurance and financial services: Financial administration of retirement plans; Financial planning and investment advisory services; Financial portfolio management; Financial retirement plan consulting services

Owner

Prosecution history

  • 13 Jun 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 13 Jun 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 13 Jun 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 12 Jun 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 07 Jan 2025 — TEAS SECTION 8 & 9 RECEIVED
  • 05 Jan 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 26 Nov 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 26 Nov 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 26 Nov 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 27 Mar 2024 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 27 Mar 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 27 Mar 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 27 Mar 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 27 Mar 2024 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 27 Mar 2024 — TEAS CHANGE OF OWNER ADDRESS RECEIVED

View this trademark record on Marksy