WHAT'S YOUR PLAN FOR FINANCIAL INDEPENDENCE?
LIVE

Serial Number

88785625

Owner

Advanced Strategies Group

Attorney

Beverly A. Marsh

First Use Date

Mar 15, 2021

Filing Date

Feb 5, 2020

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WHAT'S YOUR PLAN FOR FINANCIAL INDEPENDENCE? Trademark

Serial Number: 88785625 • Registration: 6342860

WHAT'S YOUR PLAN FOR FINANCIAL INDEPENDENCE? is a trademark filed by Advanced Strategies Group on February 5, 2020. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

Advanced Strategies Group (2 trademarks)

7540 Sawmill Parkway, Suite E
Powell, OH 43065

Entity Type: 16

Trademark Details

Filing Date

February 5, 2020

Registration Date

May 4, 2021

First Use Anywhere

March 15, 2021

First Use in Commerce

March 15, 2021

Published for Opposition

July 28, 2020

Goods & Services

Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; advisory, counseling and consulting services in the field of executive benefits for life insurance, disability insurance and financial retirement plans in addition to standard employee financial benefits plans; providing information in the field of employee financial benefit plans; employer-sponsored financial retirement plan consulting and fiduciary representative services

Business consulting and advisory services in the areas of enterprise value maximization, and enterprise value monetization via ownership liquidation and internal succession planning, and strategies employing key employee benefit and retention programs; insurance product placement, namely, connecting buyers and sellers of insurance

Filing History

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
May 4, 2026 REM1
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Oct 20, 2022 TCCA
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Oct 20, 2022 EWAF
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Oct 20, 2022 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Oct 20, 2022 REAP
REGISTERED-PRINCIPAL REGISTER
May 4, 2021 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Apr 2, 2021 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Apr 1, 2021 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Mar 31, 2021 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Mar 31, 2021 AITU
USE AMENDMENT FILED
Mar 15, 2021 IUAF
TEAS STATEMENT OF USE RECEIVED
Mar 15, 2021 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Sep 22, 2020 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jul 28, 2020 NPUB
PUBLISHED FOR OPPOSITION
Jul 28, 2020 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jul 8, 2020 NONP
LAW OFFICE PUBLICATION REVIEW COMPLETED
Jun 23, 2020 PREV
ASSIGNED TO LIE
Jun 15, 2020 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Jun 12, 2020 CNSA
EXAMINER'S AMENDMENT ENTERED
Jun 12, 2020 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Jun 12, 2020 GNEN
EXAMINERS AMENDMENT E-MAILED
Jun 12, 2020 GNEA
EXAMINERS AMENDMENT -WRITTEN
Jun 12, 2020 CNEA
PREVIOUS ALLOWANCE COUNT WITHDRAWN
Jun 11, 2020 ZZZX
WITHDRAWN FROM PUB - OG REVIEW QUERY
Jun 2, 2020 PBCR
APPROVED FOR PUB - PRINCIPAL REGISTER
May 20, 2020 CNSA
EXAMINER'S AMENDMENT ENTERED
May 20, 2020 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
May 20, 2020 GNEN
EXAMINERS AMENDMENT E-MAILED
May 20, 2020 GNEA
EXAMINERS AMENDMENT -WRITTEN
May 20, 2020 CNEA
EXAMINER'S AMENDMENT ENTERED
May 19, 2020 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
May 19, 2020 GNEN
EXAMINERS AMENDMENT E-MAILED
May 19, 2020 GNEA
EXAMINERS AMENDMENT -WRITTEN
May 19, 2020 CNEA
NOTIFICATION OF PRIORITY ACTION E-MAILED
May 7, 2020 GPRN
PRIORITY ACTION E-MAILED
May 7, 2020 GPRA
PRIORITY ACTION WRITTEN
May 7, 2020 CPRA
ASSIGNED TO EXAMINER
Apr 24, 2020 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Feb 8, 2020 NWOS
NEW APPLICATION ENTERED
Feb 8, 2020 NWAP