VITAL PLANNING GROUP

Live / Registered — Registered (as of 03 Jan 2023)

What this means for you

Registered since 03 Jan 2023. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97152040
Registration number
6941694
Mark type
Stylized text
Filed
01 Dec 2021
Published for opposition
18 Oct 2022
Registered
03 Jan 2023
Attorney of record
Michael D. Steger

Goods and services

  • Class 036 — Insurance and financial services: Administration of employee benefit plans concerning insurance and finance; Financial administration of employee pension plans; Administration of employee welfare benefit plans concerning insurance and finance; Administration of pre-paid health care plans; Consulting services in the field of retirement plan administration; Consulting services in the field of state and federal employee benefit plans concerning insurance and finance; Estate planning; Estate trust management; Estate trust planning; Financial administration of retirement plans; 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 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, creating personalized strategies achieving financial independence; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial trust planning; Organizing pre-paid health care plans; Processing, administering and managing employee benefit plans concerning insurance and finance; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Providing on-line information in the field of charitable monetary giving through financial and estate planning

Owner

Prosecution history

  • 03 Jan 2023 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 03 Jan 2023 — REGISTERED-PRINCIPAL REGISTER
  • 18 Oct 2022 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 18 Oct 2022 — PUBLISHED FOR OPPOSITION
  • 28 Sept 2022 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 15 Sept 2022 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 15 Sept 2022 — EXAMINER'S AMENDMENT ENTERED
  • 15 Sept 2022 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
  • 15 Sept 2022 — EXAMINERS AMENDMENT E-MAILED
  • 15 Sept 2022 — EXAMINERS AMENDMENT -WRITTEN
  • 09 Sept 2022 — ASSIGNED TO EXAMINER
  • 06 Dec 2021 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 04 Dec 2021 — NEW APPLICATION ENTERED

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