PLAN SMART RETIRE SMART

LIVE

Serial Number

87015751

Owner

IQ COMPANIES, LLC

First Use Date

Jun 1, 2009

Filing Date

Apr 27, 2016

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PLAN SMART RETIRE SMART Trademark

Serial Number: 87015751 • Registration: 5122258

PLAN SMART RETIRE SMART is a trademark filed by IQ COMPANIES, LLC on April 27, 2016. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

IQ COMPANIES, LLC (9 trademarks)

101 E. 90TH DR
MERRILLVILLE, IN 46410

Entity Type: 16

STRATEGIC FINANCIAL GROUP LLC

16964 ROBBINS RD. STE # 100A
GRAND HAVEN, MI 49417

Entity Type: 16

Strategic Financial Group LLC

16964 Robbins Rd Suite 100A
Grand Haven, MI 49417

Entity Type: 16

Legal Representation

Correspondence Address

STRATEGIC FINANCIAL GROUP LLC

16964 ROBBINS RD. STE # 100A

GRAND HAVEN, MI 49417

United States

Trademark Details

Filing Date

April 27, 2016

Registration Date

January 17, 2017

First Use Anywhere

June 1, 2009

First Use in Commerce

June 1, 2009

Published for Opposition

November 1, 2016

Goods & Services

Financial planning and investment advisory services; Financial planning for retirement; Investment advisory services

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

Apr 28, 2026 NA89

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

Apr 28, 2026 RNL1

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

Apr 28, 2026 89AG

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Apr 28, 2026 APRE

TEAS SECTION 8 & 9 RECEIVED

Feb 23, 2026 E89R

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

Jan 17, 2026 REM2

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

Jun 7, 2023 NAS8

REGISTERED - SEC. 8 (6-YR) ACCEPTED

Jun 7, 2023 8.OK

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Jun 7, 2023 APRE

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Apr 5, 2023 ASGN

TEAS SECTION 8 RECEIVED

Dec 9, 2022 ES8R

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Jan 17, 2022 REM1

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Dec 18, 2019 ASGN

REGISTERED-PRINCIPAL REGISTER

Jan 17, 2017 R.PR

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Nov 1, 2016 NPUB

PUBLISHED FOR OPPOSITION

Nov 1, 2016 PUBO

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Oct 12, 2016 NONP

APPROVED FOR PUB - PRINCIPAL REGISTER

Sep 22, 2016 CNSA

EXAMINER'S AMENDMENT ENTERED

Sep 22, 2016 XAEC

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Sep 22, 2016 GNEN

EXAMINERS AMENDMENT E-MAILED

Sep 22, 2016 GNEA

EXAMINERS AMENDMENT -WRITTEN

Sep 22, 2016 CNEA

NOTIFICATION OF PRIORITY ACTION E-MAILED

Aug 12, 2016 GPRN

PRIORITY ACTION E-MAILED

Aug 12, 2016 GPRA

PRIORITY ACTION WRITTEN

Aug 12, 2016 CPRA

ASSIGNED TO EXAMINER

Aug 12, 2016 DOCK

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Apr 30, 2016 NWOS

NEW APPLICATION ENTERED

Apr 30, 2016 NWAP

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