PERSONAL RETIREMENT PLAN

Serial Number 86880892
Registration 5130637
780

Registration Progress

Application Filed
Jan 20, 2016
Under Examination
Approved for Publication
Published for Opposition
Registered
Jan 24, 2017

Attorney Assistance

Section 8 & 9 Renewal Due (Supplemental Register) (Based on registration date 20170124)
Due: Jan 24, 2027 363 days

Trademark Image

PERSONAL RETIREMENT PLAN

Basic Information

Serial Number
86880892
Registration Number
5130637
Filing Date
January 20, 2016
Registration Date
January 24, 2017
Drawing Code
4

Status Summary

Current Status
Active
Status Code
780
Status Date
Jan 24, 2022
Registration
Registered
Classes
036

Rights Holder

PLANMEMBER FINANCIAL CORPORATION

03
Address
6187 CARPINTERIA AVE.
CARPINTERIA, CA 93013

Ownership History

Mercury Financial Group, LLC

Original Applicant
16
Dallas, TX

Mercury Financial Group, LLC

Original Registrant
16
Dallas, TX

PLANMEMBER FINANCIAL CORPORATION

New Owner After Registration #1
03
CARPINTERIA, CA

Legal Representation

Attorney
Kristin B. Kosinski, Esq.

USPTO Deadlines

Next Deadline
363 days remaining
Section 8 & 9 Renewal Due (Supplemental Register) (Based on registration date 20170124)
Due Date
January 24, 2027
Grace Period Ends
July 24, 2027

Application History

33 events
Date Code Type Description Documents
Jul 26, 2023 EWAF I TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS Loading...
Jul 26, 2023 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED Loading...
Jul 26, 2023 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Loading...
Jul 26, 2023 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Jul 26, 2023 CHAN I APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED Loading...
Jul 26, 2023 COAR I TEAS CHANGE OF OWNER ADDRESS RECEIVED Loading...
Dec 22, 2022 NAS8 E NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED Loading...
Dec 22, 2022 8.OK O REGISTERED - SEC. 8 (6-YR) ACCEPTED Loading...
Dec 22, 2022 APRE A CASE ASSIGNED TO POST REGISTRATION PARALEGAL Loading...
Jun 30, 2022 ES8R I TEAS SECTION 8 RECEIVED Loading...
Mar 9, 2022 ASGN I AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP Loading...
Jan 24, 2022 TMBN T TTAB RELEASE CASE TO TRADEMARKS Loading...
Jan 24, 2022 CANT T CANCELLATION TERMINATED NO. 999999 Loading...
Jan 24, 2022 CAND T CANCELLATION DENIED NO. 999999 Loading...
Jan 24, 2022 REM1 E COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED Loading...
Jun 9, 2021 PETC T CANCELLATION INSTITUTED NO. 999999 Loading...
Jan 24, 2017 R.SR A REGISTERED-SUPPLEMENTAL REGISTER Loading...
Dec 19, 2016 PREV O LAW OFFICE PUBLICATION REVIEW COMPLETED Loading...
Nov 22, 2016 ALIE A ASSIGNED TO LIE Loading...
Nov 9, 2016 CNTA O APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER Loading...
Nov 9, 2016 XAEC I EXAMINER'S AMENDMENT ENTERED Loading...
Nov 9, 2016 GNEN O NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED Loading...
Nov 9, 2016 GNEA O EXAMINERS AMENDMENT E-MAILED Loading...
Nov 9, 2016 CNEA R EXAMINERS AMENDMENT -WRITTEN Loading...
Nov 4, 2016 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Nov 4, 2016 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Nov 4, 2016 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
May 11, 2016 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
May 11, 2016 GNRT F NON-FINAL ACTION E-MAILED Loading...
May 11, 2016 CNRT R NON-FINAL ACTION WRITTEN Loading...
May 5, 2016 DOCK D ASSIGNED TO EXAMINER Loading...
Jan 25, 2016 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Jan 23, 2016 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 036
Financial advisory and consultancy services; Financial planning and investment advisory services; Financial planning, namely, providing executive-styled financial asset management for non-executives; Financial advice; Financial consultancy; Financial consultation; Financial planning; Financial planning consultation; Financial planning for retirement; Financial retirement plan consulting services
First Use Anywhere: Jan 1, 2015
First Use in Commerce: Jan 1, 2015

Classification

International Classes
036

Disclaimers

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