PERSONAL PROFITABILITY

Live / Registered — Registered — Section 8 accepted (as of 16 May 2025)

What this means for you

Registered since 12 Nov 2019. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
88137614
Registration number
5909921
Mark type
Stylized text
Filed
30 Sept 2018
Published for opposition
19 Mar 2019
Registered
12 Nov 2019
Attorney of record
Beth Felix

Goods and services

  • Class 036 — Insurance and financial services: Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, planning and advising; Financial planning, namely, development of plans; Financial advice, namely, budget planning; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial retirement plan consulting services; Financial services, namely, mortgage planning; Financial trust planning; On-line financial planning services; Providing on-line information in the field of charitable monetary giving through financial and estate planning

Owner

Prosecution history

  • 18 Jun 2025 — SEC. 15 ACKNOWLEDGEMENT - E-MAILED
  • 18 Jun 2025 — REGISTERED - SEC. 15 ACKNOWLEDGED
  • 18 Jun 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 19 May 2025 — TEAS SECTION 15 RECEIVED
  • 16 May 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 16 May 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
  • 15 May 2025 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
  • 13 May 2025 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
  • 06 May 2025 — POST REGISTRATION ACTION MAILED - SEC. 8
  • 05 May 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 09 Dec 2024 — TEAS SECTION 8 RECEIVED
  • 12 Nov 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 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

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