TrademarkDir
PERSONAL CFO
LIVE

Serial Number

88309031

Owner

PFS IP HOLDINGS LLC

Attorney

Louis Licata

First Use Date

Sep 1, 2000

Filing Date

Feb 20, 2019

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PERSONAL CFO Trademark

Serial Number: 88309031

PERSONAL CFO is a trademark filed by PFS IP HOLDINGS LLC on February 20, 2019. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Owner Contact Info

PFS IP HOLDINGS LLC (18 trademarks)

7000 FITZWATER RD
BRECKSVILLE, OH 44141

Entity Type: 16

Planned Financial Services LLC (11 trademarks)

Suite 300
Brecksville, OH 44141

Entity Type: 16

Trademark Details

Filing Date

February 20, 2019

Registration Date

Not Registered

First Use Anywhere

September 1, 2000

First Use in Commerce

September 1, 2000

Goods & Services

Financial advisory and consultancy services in the fields of retirement, estate planning, financing services and advice, financial management, cash management, investment advisory, financial investment brokerage services, and financial consultation with a focus on integration with personal values and goals

Filing History

SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
May 30, 2026 RCCK
REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Oct 11, 2025 RCSC
SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
Oct 10, 2025 RCCK
REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Apr 9, 2025 RCSC
REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Oct 9, 2024 RCSC
REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Mar 9, 2024 RCSC
SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
Feb 12, 2024 RCCK
REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Aug 4, 2023 RCSC
REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Aug 4, 2023 RCSC
SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
Jul 8, 2023 RCCK
REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Dec 19, 2022 RCSC
SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
Nov 17, 2022 RCCK
ASSIGNED TO EXAMINER
Jul 5, 2022 DOCK
REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Mar 21, 2022 RCSC
SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
Feb 22, 2022 RCCK
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Jan 12, 2022 ASGN
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
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Jul 23, 2021 GNS3
LETTER OF SUSPENSION E-MAILED
Jul 23, 2021 GNSL
SUSPENSION LETTER WRITTEN
Jul 23, 2021 CNSL
TEAS/EMAIL CORRESPONDENCE ENTERED
Jun 22, 2021 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jun 21, 2021 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jun 21, 2021 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Dec 22, 2020 GNRN
NON-FINAL ACTION E-MAILED
Dec 22, 2020 GNRT
NON-FINAL ACTION WRITTEN
Dec 22, 2020 CNRT
TEAS/EMAIL CORRESPONDENCE ENTERED
Nov 28, 2020 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Nov 27, 2020 CRFA
TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
Nov 27, 2020 ERSI
REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Jun 22, 2020 RCSC
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Dec 20, 2019 GNS3
LETTER OF SUSPENSION E-MAILED
Dec 20, 2019 GNSL
SUSPENSION LETTER WRITTEN
Dec 20, 2019 CNSL
TEAS/EMAIL CORRESPONDENCE ENTERED
Nov 18, 2019 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Nov 18, 2019 CRFA
ASSIGNED TO LIE
Nov 15, 2019 ALIE
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Nov 8, 2019 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
May 8, 2019 GNRN
NON-FINAL ACTION E-MAILED
May 8, 2019 GNRT
NON-FINAL ACTION WRITTEN
May 8, 2019 CNRT
ASSIGNED TO EXAMINER
May 1, 2019 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Mar 13, 2019 NWOS
NEW APPLICATION ENTERED
Feb 23, 2019 NWAP

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