ASSET PLANNING, INC. FINANCIAL PLANNING & ASSET MANAGEMENT AP
DEAD

Serial Number

77952211

Owner

Asset Planning, Inc.

First Use Date

Jun 30, 1997

Filing Date

Mar 5, 2010

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ASSET PLANNING, INC. FINANCIAL PLANNING & ASSET MANAGEMENT AP Trademark

Serial Number: 77952211 • Registration: 3942915

ASSET PLANNING, INC. FINANCIAL PLANNING & ASSET MANAGEMENT AP is a trademark filed by Asset Planning, Inc. on March 5, 2010. The trademark is classified under Class 36 (Insurance & Financial). The application is currently no longer active.

Owner Contact Info

Asset Planning, Inc. (2 trademarks)

Cypress, CA 90630

Entity Type: 03

Trademark Details

Filing Date

March 5, 2010

Registration Date

April 12, 2011

First Use Anywhere

June 30, 1997

First Use in Commerce

June 30, 1997

Published for Opposition

January 25, 2011

Cancellation Date

January 3, 2022

Goods & Services

Annuity services, namely, account and investment administration; Brokerage services for stocks and bonds; Brokerage services in the field of securities and commodities investing; Business, stock option and pension valuation services; Credit and financial consultation; Financial administration of retirement plans; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial advisory and consultancy services; financial analysis and consultation; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial consultancy and insurance consultancy; Financial consulting services, namely, expert analysis in finance; Financial information, advisory, and evaluations services; Financial investment analysis and stock research; Financial investment brokerage; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial research and equity research brokerage services; Financial risk management; Financial risk management consultation; Financial services in the nature of an investment security; Financial services, namely, total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments. Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, arranging of modified loan terms designed to prevent home foreclosure; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, life insurance settlement services; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Financial valuations; Insurance and financial information and consultancy services; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Management of portfolios comprising securities; Management of securities portfolios; Providing financial information; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing on-line financial calculators

Filing History

PETITION TO DIRECTOR DENIED
Nov 8, 2022 PCDE
PETITION INQUIRY LETTER ISSUED
Oct 5, 2022 PILM
ASSIGNED TO PETITION STAFF
Oct 3, 2022 APET
NOTICE OF CANCELLATION SEC. 8 EMAILED
Jan 4, 2022 NCS8
CANCELLED SEC. 8 (10-YR)
Jan 3, 2022 C8.T
TEAS PETITION TO DIRECTOR RECEIVED
Dec 21, 2021 TPDR
POST REGISTRATION ACTION MAILED - SEC. 8 & 9
Jun 15, 2021 PR89
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jun 15, 2021 APRE
TEAS SECTION 8 & 9 RECEIVED
Mar 11, 2021 E89R
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Apr 12, 2020 REM2
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Jun 25, 2016 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Jun 25, 2016 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jun 25, 2016 APRE
TEAS SECTION 8 & 15 RECEIVED
Apr 20, 2016 E815
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Apr 20, 2016 TCCA
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Apr 12, 2016 REM1
TEAS CHANGE OF CORRESPONDENCE RECEIVED
May 27, 2012 TCCA
REGISTERED-PRINCIPAL REGISTER
Apr 12, 2011 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jan 25, 2011 NPUB
PUBLISHED FOR OPPOSITION
Jan 25, 2011 PUBO
LAW OFFICE PUBLICATION REVIEW COMPLETED
Dec 20, 2010 PREV
ASSIGNED TO LIE
Dec 20, 2010 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Nov 29, 2010 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Nov 12, 2010 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Nov 11, 2010 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Nov 11, 2010 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jun 14, 2010 GNRN
NON-FINAL ACTION E-MAILED
Jun 14, 2010 GNRT
NON-FINAL ACTION WRITTEN
Jun 14, 2010 CNRT
ASSIGNED TO EXAMINER
Jun 8, 2010 DOCK
NOTICE OF DESIGN SEARCH CODE MAILED
Mar 11, 2010 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Mar 10, 2010 NWOS
NEW APPLICATION ENTERED
Mar 9, 2010 NWAP