PARTIAL SECTION 8 & 15 ACCEPTED AND ACKNOWLEDGED
on 14 Mar 2024
Last Applicant/ Owned by
230 Park Avenue, 3rd Floor West
New York
NY
10169
Serial Number
87000925 filed on 14th Apr 2016
Registration Number
5304300 registered on 10th Oct 2017
Correspondent Address
Joseph Edward Petersen
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
SAVVY MEDICARE PLANNING
[ Providing temporary use of on-line non-downloadable software for calculating and analyzing health care expenses; providing temporary use of on-line non-downloadable web-based software application for providing customizable reports in the field of financial planning; providing temporary use of on-line non-downloadable educational software featuring instruction and training in the field of financi Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
[ Providing temporary use of on-line non-downloadable software for calculating and analyzing health care expenses; providing temporary use of on-line non-downloadable web-based software application for providing customizable reports in the field of financial planning; providing temporary use of on-line non-downloadable educational software featuring instruction and training in the field of financial planning; providing temporary use of on-line non-downloadable educational software featuring instruction and training in the field of medicare and retirement benefits; software as a service (SaaS) services featuring software that runs algorithms for assisting clients in developing health care expense related retirement strategies ]
First Use Date in General
19th Dec 2013
First Use Date in Commerce
19th Dec 2013
Class [041]
Education and Entertainment Services
Education services, namely, providing training and education to investment advisors and agents in the form of workshops, coaching, presentations, seminars and lectures in the fields of wealth management and retirement planning; education services, namely, providing non-downloadable webinars in the field of financial planning; educational services, namely, providing continuing professional education courses in the field of financial planning; providing online newsletters in the field of financial planning; providing non-downloadable educational materials in the nature of non-downloadable articles, non-downloadable reference pieces, non-downloadable presentation slides, non-downloadable reports, non-downloadable press releases, non-downloadable brochures, non-downloadable invitations, non-downloadable posters and non-downloadable email templates in the field of financial planning; providing non-downloadable educational materials in the nature of non-downloadable articles, non-downloadable reference pieces, non-downloadable presentation slides, non-downloadable reports, non-downloadable press releases, non-downloadable brochures, non-downloadable invitations, non-downloadable posters and non-downloadable email templates in the field of medicare benefits and retirement benefits
First Use Date in General
18th Nov 2011
First Use Date in Commerce
18th Nov 2011
Class [036]
Insurance & Financial Services
Insurance and financial planning consultation services in the field of retirement planning; advisory services for retirement planning; financial advice and consultancy services; financial advisory and consultancy services, namely, counseling regarding medicare benefits; financial consultation in the field of medicare benefits; providing information regarding medicare benefits to financial advisors via a website for use in providing said information to customers; providing a website featuring financial news and information to financial advisors for use in providing to customers financial news and information regarding medicare benefits
First Use Date in General
18th Nov 2011
First Use Date in Commerce
18th Nov 2011
Mark Details
Serial Number
No 87000925
Mark Type
No Service Mark
Attorney Docket Number
No 0927109
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
| Status Date | Action Taken |
|---|---|
| 14th Mar 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 14th Mar 2024 | REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 14th Mar 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 20th Sep 2023 | TEAS SECTION 8 & 15 RECEIVED |
| 10th Oct 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 10th Oct 2017 | REGISTERED-PRINCIPAL REGISTER |
| 25th Jul 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 25th Jul 2017 | PUBLISHED FOR OPPOSITION |
| 05th Jul 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 20th Jun 2017 | LAW OFFICE PUBLICATION REVIEW COMPLETED |