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

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
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
Mark Drawing Code: Standard Character Mark
Design Search:
(NO DATA)
Register Type: Principal
Disclaimer: (NOT AVAILABLE)
Correspondent:
Licata Law Group
4500 Rockside Road, Suite 420
Independence OH 44131
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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