COMPLETE FAMILY OFFICE (CFO)
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 10 Feb 2026)
What this means for you
Registered since 03 Nov 2020. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 88661439
- Registration number
- 6188207
- Mark type
- Stylized text
- Filed
- 20 Oct 2019
- Published for opposition
- 18 Aug 2020
- Registered
- 03 Nov 2020
- Attorney of record
- Louis Licata
Goods and services
- Class 036 — Insurance and financial services: Financial advisory and consultancy services, namely, advice and financial services for retirement, estate and tax planning, financial management, cash management, investment advisory, providing information in the field of finance, financial investment brokerage, advice on financial matters related to life planning goals and divorce, financial management and strategic direction for family offices
Owner
- PFS IP HOLDINGS LLC, BRECKSVILLE, OH, US
- Planned Financial Services LLC, Brecksville, OH, US
- Planned Financial Services LLC, Brecksville, OH, US
- Planned Financial Services LLC, Brecksville, OH, US
Prosecution history
- 10 Feb 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 10 Feb 2026 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 09 Feb 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 05 Nov 2025 — TEAS SECTION 8 & 15 RECEIVED
- 03 Nov 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 12 Jan 2022 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 10 Nov 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 10 Nov 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 10 Nov 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 03 Nov 2020 — REGISTERED-PRINCIPAL REGISTER
- 18 Aug 2020 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 18 Aug 2020 — PUBLISHED FOR OPPOSITION
- 29 Jul 2020 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 10 Jul 2020 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 08 Jul 2020 — TEAS/EMAIL CORRESPONDENCE ENTERED