ESSENTIAL PLANNERS

What this means for you

Registered since 22 May 2018. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number

87626811

Registration number

5474381

Mark type

Design + words

Filed

28 Sept 2017

Published for opposition

06 Mar 2018

Registered

22 May 2018

Attorney of record

Pollie Gautsch

Goods and services

• Class 036 — Insurance and financial services: Financial advisory and consulting services in the fields of financial planning, investment management, wealth management, financial asset management, financial retirement plan consulting services, spending plan optimization, social security and Medicare planning, estate planning, debt advisory services, debt management consultation, contingency planning, planned giving for non-profit and charitable organizations, and financial planning for higher education

Owner

• FINANCIAL ALTERNATIVES, INC., LA JOLLA, CA, US
• Essential Planning Services, LLC, San Diego, CA, US
• Essential Planning Services, LLC, San Diego, CA, US
• Essential Planning Services, LLC, San Diego, CA, US

Prior registrations

• Registration 3499639

Prosecution history

• 02 Feb 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
• 02 Feb 2024 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
• 02 Feb 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
• 23 Aug 2023 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
• 11 Aug 2023 — TEAS SECTION 8 & 15 RECEIVED
• 22 May 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
• 22 May 2018 — REGISTERED-PRINCIPAL REGISTER
• 06 Mar 2018 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
• 06 Mar 2018 — PUBLISHED FOR OPPOSITION
• 14 Feb 2018 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
• 26 Jan 2018 — ASSIGNED TO LIE
• 17 Jan 2018 — APPROVED FOR PUB - PRINCIPAL REGISTER
• 17 Jan 2018 — EXAMINER'S AMENDMENT ENTERED
• 17 Jan 2018 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
• 17 Jan 2018 — EXAMINERS AMENDMENT E-MAILED