PURPOSEFUL PLANNING

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 31 Dec 2025)

What this means for you

Registered since 08 Sept 2020. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 08 Sept 2030: the §8 & §9 renewal).

Record

Serial number
88623974
Registration number
6145475
Mark type
Word mark
Filed
19 Sept 2019
Published for opposition
23 Jun 2020
Registered
08 Sept 2020
Next maintenance filing
§8 & §9 renewal, due by 08 Sept 2030 (grace period to 08 Mar 2031)
Attorney of record
Raul D. Martinez

Goods and services

  • Class 036 — Insurance and financial services: Financial advisory and consultancy services; Financial information and advisory services; Insurance agencies; Insurance agencies in the field of life, disability, and long-term care insurance; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products

Owner

Prior registrations

Prosecution history

  • 31 Dec 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 31 Dec 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 30 Dec 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 25 Sept 2025 — TEAS SECTION 8 & 15 RECEIVED
  • 08 Sept 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 08 Sept 2020 — REGISTERED-PRINCIPAL REGISTER
  • 23 Jun 2020 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 23 Jun 2020 — PUBLISHED FOR OPPOSITION
  • 03 Jun 2020 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 14 May 2020 — ASSIGNED TO LIE
  • 09 May 2020 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 08 May 2020 — EXAMINER'S AMENDMENT ENTERED
  • 08 May 2020 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
  • 08 May 2020 — EXAMINERS AMENDMENT E-MAILED
  • 08 May 2020 — EXAMINERS AMENDMENT -WRITTEN

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