PLANNING FROM A TAX-SMART PERSPECTIVE Trademark - Serial Number 87247395

Serial Number
87247395
Word Mark
PLANNING FROM A TAX-SMART PERSPECTIVE
Filing Date
Status
REGISTERED
Status Date
2018-01-23
Registration Number
5383541
Registration Date
2018-01-23
Type of Mark
Service Mark
Mark Drawing
Standard character mark Typeset
Published for Opposition Date
2017-11-07

Statements

Goods and Services

(036) Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, wealth transfer; Financial planning, namely, tax focused strategies; Financial planning, namely, tax free income; Financial planning, namely, RMD (Required Minimum Distribution) planning; Financial planning, namely, life insurance planning for tax purposes; Financial planning, namely, advanced tax strategies; Financial administration of retirement plans; Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial analyses; Financial analysis; Financial analysis and consultation; Financial asset management; Financial consultancy; Financial consultation; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting; Financial forecasting; Financial information and evaluations; Financial investment analysis and stock research; Financial management; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial retirement plan consulting services; Financial risk management; Financial services, namely, wealth management services; Investment advisory services; Financial planning and investment advisory services; On-line financial planning services; Strategic financial advisory services

Classification Information

International Class
(036) Insurance; financial affairs; monetary affairs; realestate affairs.
US Class Codes
100, 101, 102
Class Status
Active
Class Status Date
2016-12-01
Primary Code
036
First use anywhere
20090101
First use in commerce
20090101

Current Owner

Original Registrant

Address

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Legal Entity Type
Limited Liability Company

Trademark Owner History

Original Applicant

Address

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Legal Entity Type
Limited Liability Company

Owner at Publication

Address

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Legal Entity Type
Limited Liability Company

Original Registrant

Address

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Legal Entity Type
Limited Liability Company

Correspondences

Party Name
PARAGON TAX ADVISORY SERVICES, LLC, PARAGON TAX ADVISORY SERVICES, LLC
Address

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Trademark Events

Event Date
Event Description
2023-01-23
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
2018-01-23
REGISTERED-PRINCIPAL REGISTER
2017-11-07
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2017-11-07
PUBLISHED FOR OPPOSITION
2017-10-18
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2017-09-27
APPROVED FOR PUB - PRINCIPAL REGISTER
2017-09-27
EXAMINER'S AMENDMENT ENTERED
2017-09-27
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
2017-09-27
EXAMINERS AMENDMENT E-MAILED
2017-09-27
EXAMINERS AMENDMENT -WRITTEN
2017-09-27
NOTIFICATION OF NON-FINAL ACTION E-MAILED
2017-09-27
NON-FINAL ACTION E-MAILED
2017-09-27
NON-FINAL ACTION WRITTEN
2017-09-20
SUSPENSION CHECKED ¿ TO ATTORNEY FOR ACTION
2017-09-14
ASSIGNED TO LIE
2017-08-31
ASSIGNED TO EXAMINER
2017-03-01
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
2017-03-01
LETTER OF SUSPENSION E-MAILED
2017-03-01
SUSPENSION LETTER WRITTEN
2017-02-20
ASSIGNED TO EXAMINER
2016-12-01
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
2016-11-28
NEW APPLICATION ENTERED