TrademarkDir
POLICY-BASED FINANCIAL PLANNING
LIVE

Serial Number

86703713

Owner

Yeske Buie Inc.

Attorney

Mark A. Steiner, Esq.

Filing Date

Jul 24, 2015

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POLICY-BASED FINANCIAL PLANNING Trademark

Serial Number: 86703713 • Registration: 4944984

POLICY-BASED FINANCIAL PLANNING is a trademark filed by Yeske Buie Inc. on July 24, 2015. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Yeske Buie Inc. (16 trademarks)

220 Montgomery Street, Suite 900
San Francisco, CA 94104

Entity Type: 03

Trademark Details

Filing Date

July 24, 2015

Registration Date

April 26, 2016

Published for Opposition

February 9, 2016

Goods & Services

Financial planning and investment management services

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Jun 26, 2026 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Jun 26, 2026 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Jun 26, 2026 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jun 26, 2026 APRE
TEAS SECTION 8 & 9 RECEIVED
Apr 23, 2026 E89R
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Apr 26, 2025 REM2
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Sep 27, 2022 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Sep 27, 2022 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Sep 27, 2022 APRE
TEAS SECTION 8 & 15 RECEIVED
Mar 30, 2022 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Apr 26, 2021 REM1
REGISTERED-PRINCIPAL REGISTER
Apr 26, 2016 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Feb 9, 2016 NPUB
PUBLISHED FOR OPPOSITION
Feb 9, 2016 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jan 20, 2016 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Nov 18, 2015 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Nov 10, 2015 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Nov 10, 2015 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Nov 10, 2015 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Nov 10, 2015 GNRN
NON-FINAL ACTION E-MAILED
Nov 10, 2015 GNRT
NON-FINAL ACTION WRITTEN
Nov 10, 2015 CNRT
ASSIGNED TO EXAMINER
Nov 4, 2015 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jul 30, 2015 NWOS
NEW APPLICATION ENTERED
Jul 28, 2015 NWAP

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