SENSIBLE FINANCIAL PLANNING
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 20 Nov 2021)
What this means for you
Registered since 09 Aug 2016. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 86619952
- Registration number
- 5015643
- Mark type
- Design + words
- Filed
- 05 May 2015
- Published for opposition
- 24 May 2016
- Registered
- 09 Aug 2016
- Attorney of record
- Matthew M. Yospin
Goods and services
- Class 035 — Advertising and business services: Income tax consultation; financial record-keeping for income tax regulatory compliance purposes; income tax compliance services, namely, income tax preparation services
- Class 036 — Insurance and financial services: 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 041 — Education and entertainment services: 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
Owner
- Sensible Financial Planning and Management, LLC, Waltham, MA, US
- Sensible Financial Planning and Management, LLC, Waltham, MA, US
- Sensible Financial Planning and Management, LLC, Waltham, MA, US
Prosecution history
- 09 Aug 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 27 Apr 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 27 Apr 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 27 Apr 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 27 Apr 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 27 Apr 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 27 Jul 2022 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 27 Jul 2022 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 27 Jul 2022 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 20 Nov 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 20 Nov 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 20 Nov 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 18 Aug 2021 — TEAS SECTION 8 & 15 RECEIVED
- 09 Aug 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 02 Nov 2017 — TEAS CHANGE OF CORRESPONDENCE RECEIVED