SIMPLICITY IN A COMPLEX WORLD
Live / Registered — Registered and renewed (as of 15 Jan 2026)
What this means for you
Registered since 04 Oct 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 04 Oct 2026).
Record
- Serial number
- 86744429
- Registration number
- 5055963
- Mark type
- Stylized text
- Filed
- 01 Sept 2015
- Published for opposition
- 26 Jan 2016
- Registered
- 04 Oct 2016
- Next maintenance due
- 04 Oct 2026
- Attorney of record
- Louis Licata
Goods and services
- Class 036 — Insurance and financial services: Financial services for retirement, namely, retirement financial planning, offering retirement planning information, providing fiduciary management of retirement plan accounts, financial planning consulting services, and design of retirement financial plans for others
Owner
- PFS IP HOLDINGS LLC, BRECKSVILLE, OH, US
- Planned Financial Services LLC, Brecksville, OH, US
- Planned Financial Services LLC, Brecksville, OH, US
- Planned Financial Services LLC, Brecksville, OH, US
Prosecution history
- 15 Jan 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 15 Jan 2026 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 15 Jan 2026 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 13 Jan 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 08 Oct 2025 — TEAS SECTION 8 & 9 RECEIVED
- 04 Oct 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 17 May 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 17 May 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 17 May 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 12 Jan 2022 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 23 Nov 2021 — TEAS SECTION 8 & 15 RECEIVED
- 10 Nov 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 10 Nov 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 10 Nov 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 04 Oct 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED