TrademarkDir
PERSONAL RETIREMENT PLAN
LIVE

Serial Number

86880892

Owner

Mercury Financial Group, LLC

Attorney

Kristin B. Kosinski

First Use Date

Jan 1, 2015

Filing Date

Jan 20, 2016

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PERSONAL RETIREMENT PLAN Trademark

Serial Number: 86880892 • Registration: 5130637

PERSONAL RETIREMENT PLAN is a trademark filed by Mercury Financial Group, LLC on January 20, 2016. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Mercury Financial Group, LLC

1445 Ross Avenue
Dallas, TX 75202

Entity Type: 16

PLANMEMBER FINANCIAL CORPORATION

6187 CARPINTERIA AVE.
CARPINTERIA, CA 93013

Entity Type: 03

Trademark Details

Filing Date

January 20, 2016

Registration Date

January 24, 2017

First Use Anywhere

January 1, 2015

First Use in Commerce

January 1, 2015

Goods & Services

Financial advisory and consultancy services; Financial planning and investment advisory services; Financial planning, namely, providing executive-styled financial asset management for non-executives; Financial advice; Financial consultancy; Financial consultation; Financial planning; Financial planning consultation; Financial planning for retirement; Financial retirement plan consulting services

Filing History

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Jun 19, 2026 EWAF
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jun 19, 2026 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jun 19, 2026 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jun 19, 2026 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Jun 19, 2026 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Jun 19, 2026 COAR
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Jan 24, 2026 REM2
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Jul 26, 2023 EWAF
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jul 26, 2023 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jul 26, 2023 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jul 26, 2023 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Jul 26, 2023 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Jul 26, 2023 COAR
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Dec 22, 2022 NAS8
REGISTERED - SEC. 8 (6-YR) ACCEPTED
Dec 22, 2022 8.OK
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Dec 22, 2022 APRE
TEAS SECTION 8 RECEIVED
Jun 30, 2022 ES8R
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Mar 9, 2022 ASGN
TTAB RELEASE CASE TO TRADEMARKS
Jan 24, 2022 TMBN
CANCELLATION TERMINATED NO. 999999
Jan 24, 2022 CANT
CANCELLATION DENIED NO. 999999
Jan 24, 2022 CAND
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Jan 24, 2022 REM1
CANCELLATION INSTITUTED NO. 999999
Jun 9, 2021 PETC
REGISTERED-SUPPLEMENTAL REGISTER
Jan 24, 2017 R.SR
LAW OFFICE PUBLICATION REVIEW COMPLETED
Dec 19, 2016 PREV
ASSIGNED TO LIE
Nov 22, 2016 ALIE
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Nov 9, 2016 CNTA
EXAMINER'S AMENDMENT ENTERED
Nov 9, 2016 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Nov 9, 2016 GNEN
EXAMINERS AMENDMENT E-MAILED
Nov 9, 2016 GNEA
EXAMINERS AMENDMENT -WRITTEN
Nov 9, 2016 CNEA
TEAS/EMAIL CORRESPONDENCE ENTERED
Nov 4, 2016 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Nov 4, 2016 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Nov 4, 2016 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
May 11, 2016 GNRN
NON-FINAL ACTION E-MAILED
May 11, 2016 GNRT
NON-FINAL ACTION WRITTEN
May 11, 2016 CNRT
ASSIGNED TO EXAMINER
May 5, 2016 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jan 25, 2016 NWOS
NEW APPLICATION ENTERED
Jan 23, 2016 NWAP

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