TrademarkDir
TAKING PLANNING PERSONALLY
DEAD

Serial Number

87257079

Owner

WADDELL & REED, INC.

Attorney

Timothy J. Lyden

First Use Date

Jun 3, 2015

Filing Date

Dec 5, 2016

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TAKING PLANNING PERSONALLY Trademark

Serial Number: 87257079 • Registration: 5240896

TAKING PLANNING PERSONALLY is a trademark filed by WADDELL & REED, INC. on December 5, 2016. The trademark is classified under Class 36 (Insurance & Financial). The application is currently no longer active.

Owner Contact Info

WADDELL & REED, INC. (40 trademarks)

SHAWNEE MISSION, KS 662019217

Entity Type: 03

Trademark Details

Filing Date

December 5, 2016

Registration Date

July 11, 2017

First Use Anywhere

June 3, 2015

First Use in Commerce

June 3, 2015

Published for Opposition

April 25, 2017

Cancellation Date

January 26, 2024

Goods & Services

Financial services, namely, advice relating to investments, asset management, and cash management; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; personalized portfolio offerings comprised of both separate accounts and mutual funds for equity and fixed income investment; investment advisory services; investment of funds for others; distribution of shares of investment companies and other pooled investment vehicles, namely, mutual funds and variable insurance funds; distribution of retirement, life insurance, disability and variable annuity products; insurance brokerage

Filing History

CANCELLED SEC. 8 (6-YR)
Jan 26, 2024 C8..
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jun 14, 2023 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jun 14, 2023 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jun 14, 2023 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Jun 14, 2023 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Jun 14, 2023 COAR
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Feb 1, 2023 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Feb 1, 2023 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Feb 1, 2023 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Feb 1, 2023 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Feb 1, 2023 COAR
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Jul 11, 2022 REM1
REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED
Jul 23, 2020 CORV
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jun 5, 2020 CRFA
REGISTERED-PRINCIPAL REGISTER
Jul 11, 2017 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Apr 25, 2017 NPUB
PUBLISHED FOR OPPOSITION
Apr 25, 2017 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Apr 5, 2017 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Mar 10, 2017 CNSA
ASSIGNED TO EXAMINER
Mar 8, 2017 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Dec 9, 2016 NWOS
NEW APPLICATION ENTERED
Dec 8, 2016 NWAP

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