SENSIBLE FINANCIAL PLANNING
LIVE

Serial Number

86619952

Owner

Sensible Financial Planning and Management, LLC

Attorney

Matthew M. Yospin

First Use Date

Apr 10, 2005

Filing Date

May 5, 2015

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SENSIBLE FINANCIAL PLANNING Trademark

Serial Number: 86619952 • Registration: 5015643

SENSIBLE FINANCIAL PLANNING is a trademark filed by Sensible Financial Planning and Management, LLC on May 5, 2015. The trademark is classified under Class 36 (Insurance & Financial), Class 41 (Education & Entertainment), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

Sensible Financial Planning and Management, LLC (3 trademarks)

Waltham, MA 02453

Entity Type: 16

Trademark Details

Filing Date

May 5, 2015

Registration Date

August 9, 2016

First Use Anywhere

April 10, 2005

First Use in Commerce

April 10, 2005

Published for Opposition

May 24, 2016

Goods & Services

Providing a Web site featuring non-downloadable articles in the fields of financial planning, investment advising, wealth management, retirement planning, and planned giving, life, disability and long-term care insurance, income taxes and tax compliance, and retirement savings plan design; online non-downloadable electronic newsletters provided by e-mail concerning financial planning, investment advising, wealth management, retirement planning, planned giving, life, disability and long-term care insurance, income taxes and tax compliance, and retirement savings plan design

Financial services, namely, investment brokerage and management services, financial consulting services, financial advising services, financial planning services, retirement planning services, estate planning services, wealth management services, trust planning services, trust administration services, personal cash management; financial consulting and advising services in the fields of retirement planning and planned giving; insurance consultancy, namely, providing advice to others concerning life, disability and long-term care insurance; providing employers with financial advice concerning retirement savings plan design

Income tax consultation; financial record-keeping for income tax regulatory compliance purposes; income tax compliance services, namely, income tax preparation services

Filing History

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Aug 9, 2025 REM2
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Apr 27, 2023 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Apr 27, 2023 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Apr 27, 2023 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Apr 27, 2023 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Apr 27, 2023 COAR
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jul 27, 2022 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jul 27, 2022 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jul 27, 2022 REAP
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Nov 20, 2021 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Nov 20, 2021 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Nov 20, 2021 APRE
TEAS SECTION 8 & 15 RECEIVED
Aug 18, 2021 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Aug 9, 2021 REM1
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Nov 2, 2017 TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Apr 18, 2017 TCCA
REGISTERED-PRINCIPAL REGISTER
Aug 9, 2016 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
May 24, 2016 NPUB
PUBLISHED FOR OPPOSITION
May 24, 2016 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
May 4, 2016 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Apr 18, 2016 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Apr 15, 2016 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Apr 15, 2016 CRFA
TEAS REQUEST FOR RECONSIDERATION RECEIVED
Apr 15, 2016 ERFR
NOTIFICATION OF FINAL REFUSAL EMAILED
Nov 19, 2015 GNFN
FINAL REFUSAL E-MAILED
Nov 19, 2015 GNFR
FINAL REFUSAL WRITTEN
Nov 19, 2015 CNFR
TEAS/EMAIL CORRESPONDENCE ENTERED
Oct 29, 2015 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Oct 28, 2015 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Oct 28, 2015 TROA
NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Aug 21, 2015 GEAN
EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Aug 21, 2015 GEAP
COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY
Aug 21, 2015 EPEN
EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
Aug 21, 2015 CPEA
ASSIGNED TO EXAMINER
Aug 14, 2015 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
May 15, 2015 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
May 14, 2015 NWOS
NEW APPLICATION ENTERED
May 8, 2015 NWAP