Who owns the FIDELITY ESTATE PLANNER trademark?

The FIDELITY ESTATE PLANNER trademark is owned by FMR LLC.

What class is the FIDELITY ESTATE PLANNER trademark registered in?

The FIDELITY ESTATE PLANNER trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for FIDELITY ESTATE PLANNER?

The USPTO serial number for FIDELITY ESTATE PLANNER is 86912469.

What is the registration number for FIDELITY ESTATE PLANNER?

FIDELITY ESTATE PLANNER is registered under USPTO registration number 5201123.

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FID

USPTO Trademark Record

REGISTERED

FIDELITY ESTATE PLANNER

SN 86912469·Reg 5201123·Filed Feb 18, 2016

Owner FMR LLC

Financial, monetary and banking services; insurance services; real estate services.

FIDELITY ESTATE PLANNER (Serial No. 86912469), Registration No. 5201123, is a registered US trademark filed on Feb 18, 2016 by FMR LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

renewal 10y period: May 10, 2027212 days remaining

Mark Intelligence

FIDELITY ESTATE PLANNER (Reg. #5201123) is a registered US trademark that has been protecting its owner, FMR LLC, since 2016. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Feb 18, 2016

SERIAL

86912469

REG#

5201123

REGISTERED

May 09, 2017

Filing Information

StatusREGISTERED

Filing DateFeb 18, 2016

Serial Number86912469

Registration No.5201123

Registration DateMay 09, 2017

Status DateNov 06, 2023

Published for OppositionMay 10, 2016

Filing Basis & Declarations

Standard Characters ClaimedUse Application CurrentlySection 8 AcceptedSection 15 Acknowledged

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Dec 08, 2016

First use in commerce: Dec 08, 2016

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

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Status History

25 events

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

May 09, 2026

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Nov 06, 2023

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

Nov 06, 2023

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Nov 06, 2023

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

TEAS SECTION 8 & 15 RECEIVED

May 09, 2023

TEAS SECTION 8 & 15 RECEIVED

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

May 09, 2022

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

REGISTERED-PRINCIPAL REGISTER

May 09, 2017

REGISTERED-PRINCIPAL REGISTER

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Apr 04, 2017

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Apr 01, 2017

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Mar 31, 2017

CASE ASSIGNED TO INTENT TO USE PARALEGAL

STATEMENT OF USE PROCESSING COMPLETE

Mar 31, 2017

STATEMENT OF USE PROCESSING COMPLETE

TEAS STATEMENT OF USE RECEIVED

Mar 20, 2017

TEAS STATEMENT OF USE RECEIVED

USE AMENDMENT FILED

Mar 20, 2017

USE AMENDMENT FILED

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

Dec 09, 2016

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

SOU TEAS EXTENSION RECEIVED

Dec 07, 2016

SOU TEAS EXTENSION RECEIVED

SOU EXTENSION 1 FILED

Dec 07, 2016

SOU EXTENSION 1 FILED

SOU EXTENSION 1 GRANTED

Dec 07, 2016

SOU EXTENSION 1 GRANTED

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Jul 05, 2016

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

PUBLISHED FOR OPPOSITION

May 10, 2016

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

May 10, 2016

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Apr 20, 2016

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Mar 28, 2016

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

Mar 20, 2016

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Feb 25, 2016

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Feb 22, 2016

NEW APPLICATION ENTERED

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