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Trademark

TAKING PLANNING PERSONALLY

DEAD

Updated: 26 Jan 2024

Serial Number

87257079

Filed: 05 Dec 2016

Registration Number

5240896

Registered: 11 Jul 2017

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Attorney

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Class 036

Financial, monetary, and insurance services

Stylized Words/Letters

Covers exact words in any format

Description

Financial services, namely, advice relating to investments, asset management, and cash management; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; personalized portfolio offerings comprised of both separate accounts and mutual funds for equity and fixed income investment; investment advisory services; investment of funds for others; distribution of shares of investment companies and other pooled investment vehicles, namely, mutual funds and variable insurance funds; distribution of retirement, life insurance, disability and variable annuity products; insurance brokerage

Trademark Coverage Details

Stylized Words/Letters

Words or letters with a specific styling, font, or arrangement.

Mark Literal Elements: TAKING PLANNING PERSONALLY

Standard Character Claim: Yes. The mark consists of standard characters without claim to any particular font style, size, or color.

Mark Drawing Type: 4000 - Stylized Words/Letters

For E-commerce Sellers:

This trademark protects the word(s) in ANY font, style, size, or color. Using these exact words for similar products/services may infringe on this trademark regardless of how you display them.

Classification Information

036

Service Class

Financial, monetary, and insurance services

What this class covers:

This class includes banking, investment, real estate, and insurance services. It covers everything from loans and credit cards to property management and fundraising. If money or financial security is involved, it falls under this category. However, business management services belong in Class 35.

In simple terms: Financial services, including banking, insurance, and investments

First Use in Commerce

03 Jun 2015

First Use Anywhere

03 Jun 2015

Legal History

Status DateAction Taken
26 Jan 2024CANCELLED SEC. 8 (6-YR)
14 Jun 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
14 Jun 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
14 Jun 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
14 Jun 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

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