TrademarkDir
ESSENTIAL PLANNERS
LIVE

Serial Number

87626811

Owner

Essential Planning Services, LLC

Attorney

Pollie Gautsch

First Use Date

Jan 1, 2017

Filing Date

Sep 28, 2017

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ESSENTIAL PLANNERS Trademark

Serial Number: 87626811 • Registration: 5474381

ESSENTIAL PLANNERS is a trademark filed by Essential Planning Services, LLC on September 28, 2017. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Essential Planning Services, LLC (2 trademarks)

San Diego, CA 92101

Entity Type: 16

FINANCIAL ALTERNATIVES, INC. (4 trademarks)

7825 FAY AVE. SUITE 210
LA JOLLA, CA 92037

Entity Type: 03

Trademark Details

Filing Date

September 28, 2017

Registration Date

May 22, 2018

First Use Anywhere

January 1, 2017

First Use in Commerce

January 1, 2017

Published for Opposition

March 6, 2018

Goods & Services

Financial advisory and consulting services in the fields of financial planning, investment management, wealth management, financial asset management, financial retirement plan consulting services, spending plan optimization, social security and Medicare planning, estate planning, debt advisory services, debt management consultation, contingency planning, planned giving for non-profit and charitable organizations, and financial planning for higher education

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Feb 2, 2024 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Feb 2, 2024 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Feb 2, 2024 APRE
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Aug 23, 2023 ASGN
TEAS SECTION 8 & 15 RECEIVED
Aug 11, 2023 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
May 22, 2023 REM1
REGISTERED-PRINCIPAL REGISTER
May 22, 2018 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Mar 6, 2018 NPUB
PUBLISHED FOR OPPOSITION
Mar 6, 2018 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Feb 14, 2018 NONP
ASSIGNED TO LIE
Jan 26, 2018 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Jan 17, 2018 CNSA
EXAMINER'S AMENDMENT ENTERED
Jan 17, 2018 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Jan 17, 2018 GNEN
EXAMINERS AMENDMENT E-MAILED
Jan 17, 2018 GNEA
EXAMINERS AMENDMENT -WRITTEN
Jan 17, 2018 CNEA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jan 17, 2018 GNRN
NON-FINAL ACTION E-MAILED
Jan 17, 2018 GNRT
NON-FINAL ACTION WRITTEN
Jan 17, 2018 CNRT
ASSIGNED TO EXAMINER
Jan 5, 2018 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Oct 5, 2017 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Oct 4, 2017 NWOS
NEW APPLICATION ENTERED
Oct 2, 2017 NWAP

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