PERSONAL CFO Trademark Information

Trademark by Planned Financial Services LLC

Financial advisory and consultancy services in the fields of retirement, estate planning, financing services and advice, financial management, cash management, investment advisory, financial investment brokerage services, and financial consultation with a focus on integration with personal values and goals

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Insurance & Financial Services

Words that describe this mark

financial advisory consultancy services fields retirement estate planning financing services advice financial management cash management investment advisory financial investment brokerage

This is a brand page for the PERSONAL CFO trademark by Planned Financial Services LLC in Brecksville, OH, 44141.

Write a review about a product or service associated with this PERSONAL CFO trademark. Or, contact the owner Planned Financial Services LLC of the PERSONAL CFO trademark by filing a request to communicate with the Legal Correspondent for licensing, use, and/or questions related to the PERSONAL CFO trademark.

On Wednesday, February 20, 2019, a U.S. federal trademark registration was filed for PERSONAL CFO. The USPTO has given the PERSONAL CFO trademark serial number of 88309031. The current federal status of this trademark filing is NON-FINAL OFFICE ACTION ISSUED - CLARIFICATION NEEDED. The correspondent listed for PERSONAL CFO is LOUIS J. LICATA of Licata Law Group, 4500 Rockside Road, Suite 420, Independence OH 44131 . The PERSONAL CFO trademark is filed in the category of Insurance & Financial Services . The description provided to the USPTO for PERSONAL CFO is Financial advisory and consultancy services in the fields of retirement, estate planning, financing services and advice, financial management, cash management, investment advisory, financial investment brokerage services, and financial consultation with a focus on integration with personal values and goals.

Classification Information

Use in Commerce Trademark - Applicant has provided proof of use of this mark in commerce to USPTO.

Primary Class:	Class Details:
Class (036)	Insurance; financial affairs; monetary affairs; real estate affairs. First Use Anywhere:: 9/1/2000 First Use In Commerce: 9/1/2000

General Information

Word mark:	PERSONAL CFO
Status/Status Date:	NON-FINAL OFFICE ACTION ISSUED - CLARIFICATION NEEDED 12/22/2020 Estimated Response Deadline: 6/22/2021 See Trademark response services
Serial Number:	88309031
Filing Date:	2/20/2019
Registration Number:	NOT AVAILABLE
Registration Date:	NOT AVAILABLE
Goods and Services:	Financial advisory and consultancy services in the fields of retirement, estate planning, financing services and advice, financial management, cash management, investment advisory, financial investment brokerage services, and financial consultation with a focus on integration with personal values and goals
Mark Description:	NOT AVAILABLE
Type Of Mark:	Service Mark
Published For Opposition Date:	N/A
Last Applicant/Owner:	Planned Financial Services LLC Brecksville, OH 44141 Why is this contact information displayed? Why is this contact information displayed? The USPTO makes this data available for search by the public so that individuals can locate ownership information for intellectual property, much the same way a county might make real estate property ownership information available. Since our website is synchronized with the USPTO data, we recommend making any data changes with the USPTO directly. Our website will auto-update when the USPTO data is updated. You may also contact Trademarkia to make a request for the removal of your personally identifiable information or trademark data. Such requests must be made in writing and will be subject to verification of ownership. This policy allows verified trademark owners to specify: (A) that their identifiable information be masked, or (B) that their trademark pages permanently deleted from Trademarkia.com. Requests may be made directly to customer.service@trademarkia.com and every effort will be made to honor them within 48 hours. Click here for further details.
Mark Drawing Code:	Standard Character Mark
Design Search:	(NO DATA)
Register Type:	Principal
Disclaimer:	(NOT AVAILABLE)
Correspondent:	LOUIS J. LICATA Licata Law Group 4500 Rockside Road, Suite 420 Independence OH 44131

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This is a brand page for the trademark by in .

Write a review about a product or service associated with this trademark. Or, contact the owner of the trademark by filing a request to communicate with the Legal Correspondent for licensing, use, and/or questions related to the trademark.

, a U.S. federal trademark registration was filed for . The USPTO has given the trademark serial number of . The current federal status of this trademark filing is . The correspondent listed for is . The trademark is filed in the category of . The description provided to the USPTO for is .

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Current Status:

NON-FINAL OFFICE ACTION ISSUED - CLARIFICATION NEEDED

12/22/2020

Correspondent Search:

LOUIS J. LICATA is a correspondent of PERSONAL CFO trademark.

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