PERSONAL CFO
Live / Applied — Suspended — suspension check completed, case still suspended (as of 09 Apr 2025)
What this means for you
Not registered yet, but its 20 Feb 2019 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 88309031
- Mark type
- Stylized text
- Filed
- 20 Feb 2019
- Attorney of record
- Louis Licata
Goods and services
- Class 036 — Insurance and financial services: Financial advisory and consultancy services in the fields of retirement, estate planning, financing services and advice, financial management, cash management, investment advisory, financial investment brokerage services, and financial consultation with a focus on integration with personal values and goals
Owner
- PFS IP HOLDINGS LLC, BRECKSVILLE, OH, US
- Planned Financial Services LLC, Brecksville, OH, US
Prosecution history
- 11 Oct 2025 — REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
- 10 Oct 2025 — SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
- 09 Apr 2025 — REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
- 09 Oct 2024 — REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
- 09 Mar 2024 — REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
- 12 Feb 2024 — SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
- 04 Aug 2023 — REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
- 04 Aug 2023 — REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
- 08 Jul 2023 — SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
- 19 Dec 2022 — REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
- 17 Nov 2022 — SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
- 05 Jul 2022 — ASSIGNED TO EXAMINER
- 21 Mar 2022 — REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
- 22 Feb 2022 — SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
- 12 Jan 2022 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP