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POLICY-BASED FINANCIAL PLANNING
Live/Registered
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED

accepted and acknowledged

on 27 Sep 2022

Last Applicant/ Owned by

220 Montgomery Street, Suite 900

San Francisco

CA

94104

Serial Number

86703713 filed on 24th Jul 2015

Registration Number

4944984 registered on 26th Apr 2016

in the Principal Register

Correspondent Address

Mark A. Steiner, Esq.

Mark A. Steiner, Esq.

SPEAR TOWER, ONE MARKET PLAZA, STE. 2200

SAN FRANCISCO CA 94105-1127

Filing Basis

1. use application currently

Disclaimer

NO DATA

POLICY-BASED FINANCIAL PLANNING

Financial planning and investment management services

Classification Information


Class [036]
Insurance & Financial Services


Financial planning and investment management services


First Use Date in General

30th Apr 2006

First Use Date in Commerce

30th Apr 2006

Mark Details


Serial Number

No 86703713

Mark Type

No Service Mark

Attorney Docket Number

No R1699-01601

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
27th Sep 2022NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
27th Sep 2022REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
27th Sep 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
30th Mar 2022TEAS SECTION 8 & 15 RECEIVED
26th Apr 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
26th Apr 2016REGISTERED-PRINCIPAL REGISTER
09th Feb 2016OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
09th Feb 2016PUBLISHED FOR OPPOSITION
20th Jan 2016NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
18th Nov 2015APPROVED FOR PUB - PRINCIPAL REGISTER