TrademarkDir
PRINCIPLES-BASED FINANCIAL PLANNER
LIVE

Serial Number

97047640

Owner

Live Dream Achieve Tech, LLC

Attorney

Preston P. Frischknecht

First Use Date

Dec 31, 2020

Filing Date

Sep 27, 2021

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PRINCIPLES-BASED FINANCIAL PLANNER Trademark

Serial Number: 97047640 • Registration: 7706758

PRINCIPLES-BASED FINANCIAL PLANNER is a trademark filed by Live Dream Achieve Tech, LLC on September 27, 2021. The trademark is classified under unclassified. The application is currently registered and active.

Owner Contact Info

Live Dream Achieve Tech, LLC (5 trademarks)

13808 E 87th Place N
Owasso, OK 74055

Entity Type: 16

FIVETH, LLC (2 trademarks)

711 WALDER TRL
SAN ANTONIO, TX 78260

Entity Type: 16

Trademark Details

Filing Date

September 27, 2021

Registration Date

February 25, 2025

First Use Anywhere

December 31, 2020

First Use in Commerce

December 31, 2020

Published for Opposition

December 6, 2022

Goods & Services

Financial planning

Filing History

NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED
Mar 10, 2026 NURC
NEW CERTIFICATE UNDER SECTION 7 - PROCESSED
Feb 15, 2026 C.7C
TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Feb 10, 2026 EROP
POST REGISTRATION ACTION MAILED - SEC. 7
Aug 11, 2025 PRAM
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Aug 11, 2025 APRE
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Apr 2, 2025 ASGN
TEAS SECTION 7 REQUEST RECEIVED
Apr 1, 2025 ES7R
NOTICE OF REGISTRATION CONFIRMATION EMAILED
Feb 25, 2025 NRCC
REGISTERED-PRINCIPAL REGISTER
Feb 25, 2025 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Feb 4, 2025 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Feb 4, 2025 CNPR
TEAS/EMAIL CORRESPONDENCE ENTERED
Jan 13, 2025 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jan 13, 2025 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Nov 20, 2024 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Aug 27, 2024 GNRN
NON-FINAL ACTION E-MAILED
Aug 27, 2024 GNRT
SU - NON-FINAL ACTION - WRITTEN
Aug 27, 2024 CNRT
PREVIOUS ALLOWANCE COUNT WITHDRAWN
Aug 26, 2024 ZZZX
WITHDRAWN FROM ISSUE - OG REVIEW QUERY
Aug 13, 2024 ISCR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Jul 31, 2024 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Jul 31, 2024 CNPR
TEAS/EMAIL CORRESPONDENCE ENTERED
Jul 2, 2024 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jul 2, 2024 CRFA
ASSIGNED TO LIE
Jul 2, 2024 ALIE
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jan 7, 2024 TROA
ASSIGNED TO EXAMINER
Oct 23, 2023 DOCK
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Oct 6, 2023 GNRN
NON-FINAL ACTION E-MAILED
Oct 6, 2023 GNRT
SU - NON-FINAL ACTION - WRITTEN
Oct 6, 2023 CNRT
STATEMENT OF USE PROCESSING COMPLETE
Aug 8, 2023 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Aug 8, 2023 AITU
USE AMENDMENT FILED
Jul 26, 2023 IUAF
TEAS STATEMENT OF USE RECEIVED
Jul 26, 2023 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Jan 31, 2023 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Dec 6, 2022 NPUB
PUBLISHED FOR OPPOSITION
Dec 6, 2022 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Nov 16, 2022 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Nov 3, 2022 CNSA
EXAMINER'S AMENDMENT ENTERED
Oct 28, 2022 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Oct 28, 2022 GNEN
EXAMINERS AMENDMENT E-MAILED
Oct 28, 2022 GNEA
EXAMINERS AMENDMENT -WRITTEN
Oct 28, 2022 CNEA
ASSIGNED TO EXAMINER
Jun 27, 2022 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Oct 27, 2021 NWOS
NEW APPLICATION ENTERED
Sep 30, 2021 NWAP

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