MAXIFI PLANNER

Serial Number 87256713
Registration 5298208
702

Registration Progress

Application Filed
Dec 5, 2016
Under Examination
Jul 4, 2017
Approved for Publication
May 9, 2017
Published for Opposition
May 9, 2017
Registered
Sep 26, 2017

Trademark Image

MAXIFI PLANNER

Basic Information

Serial Number
87256713
Registration Number
5298208
Filing Date
December 5, 2016
Registration Date
September 26, 2017
Published for Opposition
May 9, 2017
Drawing Code
4

Status Summary

Current Status
Active
Status Code
702
Status Date
Oct 13, 2023
Registration
Registered
Classes
009 036

Rights Holder

Economic Security Planning, Inc.

03
Address
8 Burrs Lane
Providence, RI 02904

Ownership History

Economic Security Planning, Inc.

Original Applicant
03
Boston, MA

Economic Security Planning, Inc.

Owner at Publication
03
Boston, MA

Economic Security Planning, Inc.

Original Registrant
03
Providence, RI

Legal Representation

Attorney
Douglas N. Masters

USPTO Deadlines

Next Deadline
609 days remaining
Section 8 & 9 Renewal Due (Principal Register) (Based on registration date 20170926)
Due Date
September 26, 2027
Grace Period Ends
March 26, 2028

Application History

34 events
Date Code Type Description Documents
Aug 13, 2024 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED Loading...
Aug 13, 2024 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Loading...
Aug 13, 2024 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Oct 13, 2023 NA85 E NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED Loading...
Oct 13, 2023 C15A O REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. Loading...
Oct 13, 2023 APRE A CASE ASSIGNED TO POST REGISTRATION PARALEGAL Loading...
Apr 12, 2023 E815 I TEAS SECTION 8 & 15 RECEIVED Loading...
Mar 11, 2023 CHAN I APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED Loading...
Mar 11, 2023 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED Loading...
Mar 11, 2023 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Loading...
Mar 11, 2023 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Mar 11, 2023 COAR I TEAS CHANGE OF OWNER ADDRESS RECEIVED Loading...
Sep 26, 2022 REM1 E COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED Loading...
Sep 26, 2017 R.PR A REGISTERED-PRINCIPAL REGISTER Loading...
Aug 22, 2017 SUNA E NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED Loading...
Aug 21, 2017 CNPR P ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED Loading...
Aug 8, 2017 SUPC I STATEMENT OF USE PROCESSING COMPLETE Loading...
Jul 11, 2017 IUAF S USE AMENDMENT FILED Loading...
Aug 5, 2017 AITU A CASE ASSIGNED TO INTENT TO USE PARALEGAL Loading...
Jul 11, 2017 EISU I TEAS STATEMENT OF USE RECEIVED Loading...
Jul 4, 2017 NOAM E NOA E-MAILED - SOU REQUIRED FROM APPLICANT Loading...
May 9, 2017 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Loading...
May 9, 2017 PUBO A PUBLISHED FOR OPPOSITION Loading...
Apr 19, 2017 NONP E NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Loading...
Apr 1, 2017 PREV O LAW OFFICE PUBLICATION REVIEW COMPLETED Loading...
Mar 31, 2017 ALIE A ASSIGNED TO LIE Loading...
Mar 8, 2017 CNSA P APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Mar 8, 2017 XAEC I EXAMINER'S AMENDMENT ENTERED Loading...
Mar 8, 2017 GNEN O NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED Loading...
Mar 8, 2017 GNEA F EXAMINERS AMENDMENT E-MAILED Loading...
Mar 8, 2017 CNEA R EXAMINERS AMENDMENT -WRITTEN Loading...
Mar 8, 2017 DOCK D ASSIGNED TO EXAMINER Loading...
Dec 8, 2016 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Dec 8, 2016 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 009
Computer programs for financial planning by individuals and financial advisors
First Use Anywhere: Apr 19, 2017
First Use in Commerce: Apr 19, 2017
Class 036
Financial consultation services, namely, advice regarding, and preparation of, financial plans for individuals, by financial advisors
First Use Anywhere: Apr 19, 2017
First Use in Commerce: Apr 19, 2017

Classification

International Classes
009 036

Disclaimers

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