TrademarkDir
401(K) PROSPERITY
LIVE

Serial Number

86551899

Owner

PFS IP HOLDINGS LLC

Attorney

Louis Licata

First Use Date

Jul 19, 2016

Filing Date

Mar 3, 2015

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401(K) PROSPERITY Trademark

Serial Number: 86551899 • Registration: 5055397

401(K) PROSPERITY is a trademark filed by PFS IP HOLDINGS LLC on March 3, 2015. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

PFS IP HOLDINGS LLC (19 trademarks)

7000 FITZWATER RD
BRECKSVILLE, OH 44141

Entity Type: 16

Planned Financial Services (2 trademarks)

7000 Fitzwater Road, Suite 300
Brecksville, OH 44141

Entity Type: 16

Trademark Details

Filing Date

March 3, 2015

Registration Date

October 4, 2016

First Use Anywhere

July 19, 2016

First Use in Commerce

July 19, 2016

Published for Opposition

August 4, 2015

Goods & Services

Financial services for retirement, namely, retirement financial planning, offering retirement planning information, providing fiduciary management of retirement plan accounts, financial planning consulting services, and design of retirement financial plans for others

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Jan 15, 2026 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Jan 15, 2026 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Jan 15, 2026 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jan 13, 2026 APRE
TEAS SECTION 8 & 9 RECEIVED
Oct 8, 2025 E89R
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Oct 4, 2025 REM2
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
May 16, 2022 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
May 16, 2022 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
May 16, 2022 APRE
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Jan 12, 2022 ASGN
TEAS SECTION 8 & 15 RECEIVED
Nov 23, 2021 E815
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Nov 10, 2021 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Nov 10, 2021 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Nov 10, 2021 REAP
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Oct 4, 2021 REM1
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Oct 22, 2016 TCCA
REGISTERED-PRINCIPAL REGISTER
Oct 4, 2016 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Aug 31, 2016 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Aug 30, 2016 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Aug 17, 2016 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Aug 17, 2016 AITU
USE AMENDMENT FILED
Jul 25, 2016 IUAF
TEAS STATEMENT OF USE RECEIVED
Jul 25, 2016 EISU
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Mar 30, 2016 EXRA
SOU EXTENSION 1 GRANTED
Mar 28, 2016 EX1G
SOU EXTENSION 1 FILED
Mar 28, 2016 EXT1
SOU TEAS EXTENSION RECEIVED
Mar 28, 2016 EEXT
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Mar 10, 2016 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Mar 10, 2016 REAP
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Sep 29, 2015 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Aug 4, 2015 NPUB
PUBLISHED FOR OPPOSITION
Aug 4, 2015 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jul 15, 2015 NONP
LAW OFFICE PUBLICATION REVIEW COMPLETED
Jun 26, 2015 PREV
ASSIGNED TO LIE
Jun 26, 2015 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Jun 9, 2015 CNSA
EXAMINER'S AMENDMENT ENTERED
Jun 8, 2015 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Jun 8, 2015 GNEN
EXAMINERS AMENDMENT E-MAILED
Jun 8, 2015 GNEA
EXAMINERS AMENDMENT -WRITTEN
Jun 8, 2015 CNEA
ASSIGNED TO EXAMINER
Jun 8, 2015 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Mar 16, 2015 NWOS
NEW APPLICATION ENTERED
Mar 6, 2015 NWAP

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