TrademarkDir
PLANNED FINANCIAL SERVICES
LIVE

Serial Number

87235801

Owner

PFS IP HOLDINGS LLC

Attorney

Louis Licata

Filing Date

Nov 14, 2016

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PLANNED FINANCIAL SERVICES Trademark

Serial Number: 87235801 • Registration: 5232031

PLANNED FINANCIAL SERVICES is a trademark filed by PFS IP HOLDINGS LLC on November 14, 2016. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

PFS IP HOLDINGS LLC (19 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

November 14, 2016

Registration Date

June 27, 2017

Published for Opposition

April 11, 2017

Goods & Services

Financial advisory and consultancy services for 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

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Jun 27, 2026 REM2
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Jan 26, 2023 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Jan 26, 2023 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jan 26, 2023 APRE
TEAS SECTION 8 & 15 RECEIVED
Jul 10, 2022 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Jun 27, 2022 REM1
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
REGISTERED-PRINCIPAL REGISTER
Jun 27, 2017 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Apr 11, 2017 NPUB
PUBLISHED FOR OPPOSITION
Apr 11, 2017 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Mar 22, 2017 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Mar 1, 2017 CNSA
EXAMINER'S AMENDMENT ENTERED
Mar 1, 2017 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Mar 1, 2017 GNEN
EXAMINERS AMENDMENT E-MAILED
Mar 1, 2017 GNEA
EXAMINERS AMENDMENT -WRITTEN
Mar 1, 2017 CNEA
ASSIGNED TO EXAMINER
Feb 21, 2017 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Nov 18, 2016 NWOS
NEW APPLICATION ENTERED
Nov 17, 2016 NWAP

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