SAVVY MEDICARE PLANNING
Live / Registered — Registered — partial Sections 8 & 15 accepted and acknowledged (as of 14 Mar 2024)
What this means for you
Registered since 10 Oct 2017. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 87000925
- Registration number
- 5304300
- Mark type
- Stylized text
- Filed
- 14 Apr 2016
- Published for opposition
- 25 Jul 2017
- Registered
- 10 Oct 2017
- Attorney of record
- Joseph Edward Petersen
Goods and services
- 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 medicare benefits; financial consultation in the field of medicare benefits; providing information regarding medicare benefits 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 medicare benefits
- Class 041 — Education and entertainment services: Education services, namely, providing training and education to investment advisors and agents in the form of workshops, coaching, 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 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 medicare benefits and retirement benefits
- Class 042 — Scientific and technological services: [ Providing temporary use of on-line non-downloadable software for calculating and analyzing health care expenses; providing temporary use of on-line non-downloadable web-based software application for providing customizable reports in the field of financial planning; providing temporary use of on-line non-downloadable educational software featuring instruction and training in the field of financial planning; providing temporary use of on-line non-downloadable educational software featuring instruction and training in the field of medicare and retirement benefits; software as a service (SaaS) services featuring software that runs algorithms for assisting clients in developing health care expense related retirement strategies ]
Owner
- Horsesmouth LLC, New York, NY, US
- Horsesmouth LLC, New York, NY, US
- Horsesmouth LLC, New York, NY, US
Prosecution history
- 14 Mar 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 14 Mar 2024 — REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 14 Mar 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 20 Sept 2023 — TEAS SECTION 8 & 15 RECEIVED
- 10 Oct 2022 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 10 Oct 2017 — REGISTERED-PRINCIPAL REGISTER
- 25 Jul 2017 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 25 Jul 2017 — PUBLISHED FOR OPPOSITION
- 05 Jul 2017 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 20 Jun 2017 — LAW OFFICE PUBLICATION REVIEW COMPLETED
- 08 Jun 2017 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 08 Jun 2017 — EXAMINER'S AMENDMENT ENTERED
- 08 Jun 2017 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 08 Jun 2017 — EXAMINERS AMENDMENT E-MAILED
- 08 Jun 2017 — EXAMINERS AMENDMENT -WRITTEN