SAVVY IRA PLANNING

What this means for you

Registered since 16 Feb 2016. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number

86977841

Registration number

4902063

Mark type

Stylized text

Filed

11 Dec 2014

Published for opposition

26 May 2015

Registered

16 Feb 2016

Attorney of record

Phillip A. Rosenberg

Goods and services

• Class 009 — Scientific and electric apparatus: Downloadable educational materials in the field of financial planning; [ downloadable brochures and multimedia materials in the nature of cds in the field of financial planning; ] downloadable informational materials regarding IRA planning and retirement benefits; downloadable electronic newsletters in the field of financial planning; downloadable webinars in the field of financial planning
• Class 016 — Paper goods and printed matter: Printed educational materials in the field of financial planning; printed brochures in the field of financial planning; printed informational materials regarding IRA planning and retirement benefits; newsletters in the field of financial planning
• 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 IRA planning; financial consultation in the field of IRA planning
• Class 041 — Education and entertainment services: Education services, namely, providing training and education to investment advisors and agents in the form of workshops, 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 information regarding IRA planning 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 IRA 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 IRA planning and retirement benefits

Owner

• Horsesmouth LLC, New York, NY, US
• Horsesmouth LLC, New York, NY, US
• Horsesmouth LLC, New York, NY, US

Prosecution history

• 11 Feb 2026 — TEAS SECTION 8 & 9 RECEIVED
• 16 Feb 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
• 29 Jul 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
• 29 Jul 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
• 29 Jul 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
• 15 Feb 2022 — TEAS SECTION 8 & 15 RECEIVED
• 16 Feb 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
• 16 Feb 2016 — REGISTERED-PRINCIPAL REGISTER
• 14 Jan 2016 — 1(B) BASIS DELETED; PROCEED TO REGISTRATION
• 20 Nov 2015 — NOTICE OF ALLOWANCE CANCELLED
• 20 Nov 2015 — DIVISIONAL PROCESSING COMPLETE
• 30 Oct 2015 — DIVISIONAL REQUEST RECEIVED
• 20 Nov 2015 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
• 30 Oct 2015 — TEAS REQUEST TO DIVIDE RECEIVED
• 21 Jul 2015 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT