TrademarkDir
GOALS-BASED PLANNING
LIVE

Serial Number

88420814

Owner

Horizon Investments, LLC

Attorney

Matt Jamison

First Use Date

Jan 21, 2020

Filing Date

May 8, 2019

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GOALS-BASED PLANNING Trademark

Serial Number: 88420814 • Registration: 6020767

GOALS-BASED PLANNING is a trademark filed by Horizon Investments, LLC on May 8, 2019. The trademark is classified under Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

Horizon Investments, LLC (21 trademarks)

13024 Ballantyne Corporate Pl, Suite 225
Charlotte, NC 28277

Entity Type: 16

Trademark Details

Filing Date

May 8, 2019

Registration Date

March 24, 2020

First Use Anywhere

January 21, 2020

First Use in Commerce

January 21, 2020

Goods & Services

Providing a web-based service featuring technology that enables users to receive financial planning, consulting, and investment analysis

Financial advisory and consultancy services, namely, planning and consulting services based on financial analyses of investment options, portfolio allocations, assets, and long-term goals

Filing History

TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Mar 20, 2026 EROP
POST REGISTRATION ACTION MAILED - SEC. 8
Nov 19, 2025 PRA8
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Nov 17, 2025 APRE
TEAS SECTION 8 RECEIVED
Jul 17, 2025 ES8R
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Mar 24, 2025 REM1
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Dec 8, 2021 ASCK
REGISTERED-SUPPLEMENTAL REGISTER
Mar 24, 2020 R.SR
LAW OFFICE PUBLICATION REVIEW COMPLETED
Feb 18, 2020 PREV
ASSIGNED TO LIE
Feb 10, 2020 ALIE
NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Jan 31, 2020 AAUA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Jan 30, 2020 CNTA
USE AMENDMENT ACCEPTED
Jan 30, 2020 IUAA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jan 29, 2020 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jan 29, 2020 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jan 29, 2020 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jan 28, 2020 GNRN
NON-FINAL ACTION E-MAILED
Jan 28, 2020 GNRT
NON-FINAL ACTION WRITTEN
Jan 28, 2020 CNRT
TEAS/EMAIL CORRESPONDENCE ENTERED
Jan 25, 2020 TEME
AMENDMENT TO USE PROCESSING COMPLETE
Jan 25, 2020 AUPC
USE AMENDMENT FILED
Jan 25, 2020 IUAF
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jan 24, 2020 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jan 24, 2020 TROA
TEAS AMENDMENT OF USE RECEIVED
Jan 24, 2020 EAAU
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jul 25, 2019 GNRN
NON-FINAL ACTION E-MAILED
Jul 25, 2019 GNRT
NON-FINAL ACTION WRITTEN
Jul 25, 2019 CNRT
ASSIGNED TO EXAMINER
Jul 23, 2019 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
May 23, 2019 NWOS
NEW APPLICATION ENTERED
May 11, 2019 NWAP

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