TOAMS
LIVE

Serial Number

97148304

Owner

Planning Solutions International LLC

Attorney

Dawn Ross, Esq.

First Use Date

Dec 27, 2021

Filing Date

Nov 30, 2021

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TOAMS Trademark

Serial Number: 97148304 • Registration: 7152015

TOAMS is a trademark filed by Planning Solutions International LLC on November 30, 2021. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Planning Solutions International LLC

1901 University Blvd W
Jacksonville, FL 32217

Entity Type: 16

Trademark Details

Filing Date

November 30, 2021

Registration Date

August 29, 2023

First Use Anywhere

December 27, 2021

First Use in Commerce

December 27, 2021

Published for Opposition

October 18, 2022

Goods & Services

Financial administration of retirement plans; Financial administration of college planning, investment, retirement, and estate management accounts; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consulting; Financial investment analysis and stock research; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial advisory and consultancy services; Financial planning consultation

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Aug 29, 2023 NRCC
REGISTERED-PRINCIPAL REGISTER
Aug 29, 2023 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Jul 27, 2023 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Jul 26, 2023 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Jul 12, 2023 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Jul 10, 2023 AITU
USE AMENDMENT FILED
Jun 13, 2023 IUAF
TEAS STATEMENT OF USE RECEIVED
Jun 13, 2023 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Dec 13, 2022 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Oct 18, 2022 NPUB
PUBLISHED FOR OPPOSITION
Oct 18, 2022 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Sep 28, 2022 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Sep 13, 2022 CNSA
ASSIGNED TO EXAMINER
Sep 9, 2022 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Dec 3, 2021 NWOS
NEW APPLICATION ENTERED
Dec 3, 2021 NWAP