POLICY-BASED FINANCIAL PLANNING

Serial Number 86703713
Registration 4944984
702

Registration Progress

Application Filed
Jul 24, 2015
Under Examination
Approved for Publication
Feb 9, 2016
Published for Opposition
Feb 9, 2016
Registered
Apr 26, 2016

Attorney Assistance

Section 8 & 9 Renewal Due (Principal Register) (Based on registration date 20160426)
Due: Apr 26, 2026 95 days

Trademark Image

POLICY-BASED FINANCIAL PLANNING

Basic Information

Serial Number
86703713
Registration Number
4944984
Filing Date
July 24, 2015
Registration Date
April 26, 2016
Published for Opposition
February 9, 2016
Drawing Code
4

Status Summary

Current Status
Active
Status Code
702
Status Date
Sep 27, 2022
Registration
Registered
Classes
036

Rights Holder

Yeske Buie Inc.

03
Address
220 Montgomery Street, Suite 900
San Francisco, CA 94104

Ownership History

Yeske Buie Inc.

Original Applicant
03
San Francisco, CA

Yeske Buie Inc.

Owner at Publication
03
San Francisco, CA

Yeske Buie Inc.

Original Registrant
03
San Francisco, CA

Legal Representation

Attorney
Mark A. Steiner, Esq.

USPTO Deadlines

Next Deadline
95 days remaining
Section 8 & 9 Renewal Due (Principal Register) (Based on registration date 20160426)
Due Date
April 26, 2026
Grace Period Ends
October 26, 2026

Application History

20 events
Date Code Type Description Documents
Apr 26, 2025 REM2 E COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED Loading...
Sep 27, 2022 NA85 E NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED Loading...
Sep 27, 2022 C15A O REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. Loading...
Sep 27, 2022 APRE A CASE ASSIGNED TO POST REGISTRATION PARALEGAL Loading...
Mar 30, 2022 E815 I TEAS SECTION 8 & 15 RECEIVED Loading...
Apr 26, 2021 REM1 E COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED Loading...
Apr 26, 2016 R.PR A REGISTERED-PRINCIPAL REGISTER Loading...
Feb 9, 2016 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Loading...
Feb 9, 2016 PUBO A PUBLISHED FOR OPPOSITION Loading...
Jan 20, 2016 NONP E NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Loading...
Nov 18, 2015 CNSA O APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Nov 10, 2015 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Nov 10, 2015 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Nov 10, 2015 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Nov 10, 2015 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Nov 10, 2015 GNRT F NON-FINAL ACTION E-MAILED Loading...
Nov 10, 2015 CNRT R NON-FINAL ACTION WRITTEN Loading...
Nov 4, 2015 DOCK D ASSIGNED TO EXAMINER Loading...
Jul 30, 2015 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Jul 28, 2015 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 036
Financial planning and investment management services
First Use Anywhere: 20060500
First Use in Commerce: 20060500

Classification

International Classes
036

Disclaimers

The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"FINANCIAL PLANNING"