THE POWER OF A PLAN
Live / Registered — Registered — Section 8 accepted (as of 29 Apr 2022)
What this means for you
Registered since 06 Sept 2016. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 86888821
- Registration number
- 5035999
- Mark type
- Stylized text
- Filed
- 27 Jan 2016
- Published for opposition
- 21 Jun 2016
- Registered
- 06 Sept 2016
- Attorney of record
- William N. Pohl
Goods and services
- Class 036 — Insurance and financial services: Estate planning; Financial analysis and consultation; Financial consultation; Financial evaluation for insurance purposes; Financial planning; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial risk management; Financial services in the nature of an investment security; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence
Owner
- David E. Stone, Loomis, CA, US
- David E. Stone, Loomis, CA, US
- David E. Stone, Loomis, CA, US
Prosecution history
- 06 Sept 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 29 Apr 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 29 Apr 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 27 Apr 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 11 Nov 2021 — TEAS SECTION 8 RECEIVED
- 05 Nov 2021 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 05 Nov 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 05 Nov 2021 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 05 Nov 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 05 Nov 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 05 Nov 2021 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 15 Oct 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 15 Oct 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 15 Oct 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 24 Aug 2018 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED