Who owns the PLAN SMART RETIRE SMART trademark?

The PLAN SMART RETIRE SMART trademark is owned by STRATEGIC FINANCIAL GROUP LLC.

What class is the PLAN SMART RETIRE SMART trademark registered in?

The PLAN SMART RETIRE SMART trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for PLAN SMART RETIRE SMART?

The USPTO serial number for PLAN SMART RETIRE SMART is 87015751.

What is the registration number for PLAN SMART RETIRE SMART?

PLAN SMART RETIRE SMART is registered under USPTO registration number 5122258.

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PLA

USPTO Trademark Record

REGISTERED

PLAN SMART RETIRE SMART

SN 87015751·Reg 5122258·Filed Apr 27, 2016

Owner STRATEGIC FINANCIAL GROUP LLC

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

PLAN SMART RETIRE SMART (Serial No. 87015751), Registration No. 5122258, is a registered US trademark filed on Apr 27, 2016 by STRATEGIC FINANCIAL GROUP LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

Section 8/9 declaration window: January 19, 2037

Mark Intelligence

PLAN SMART RETIRE SMART (Reg. #5122258) is a registered US trademark that has been protecting its owner, STRATEGIC FINANCIAL GROUP 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

Apr 27, 2016

SERIAL

87015751

REG#

5122258

REGISTERED

Jan 17, 2017

Filing Information

StatusREGISTERED

Filing DateApr 27, 2016

Serial Number87015751

Registration No.5122258

Registration DateJan 17, 2017

Status DateApr 28, 2026

Published for OppositionNov 01, 2016

Filing Basis & Declarations

Standard Characters ClaimedFiled as Use ApplicationUse Application CurrentlySection 8 Accepted

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Jun 01, 2009

First use in commerce: Jun 01, 2009

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

28 events

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Apr 28, 2026

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

Apr 28, 2026

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

Apr 28, 2026

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

Apr 28, 2026

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

TEAS SECTION 8 & 9 RECEIVED

Feb 23, 2026

TEAS SECTION 8 & 9 RECEIVED

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

Jan 17, 2026

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

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Jun 07, 2023

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (6-YR) ACCEPTED

Jun 07, 2023

REGISTERED - SEC. 8 (6-YR) ACCEPTED

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

Jun 07, 2023

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Apr 05, 2023

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

TEAS SECTION 8 RECEIVED

Dec 09, 2022

TEAS SECTION 8 RECEIVED

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

Jan 17, 2022

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

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Dec 18, 2019

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

REGISTERED-PRINCIPAL REGISTER

Jan 17, 2017

REGISTERED-PRINCIPAL REGISTER

PUBLISHED FOR OPPOSITION

Nov 01, 2016

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Nov 01, 2016

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Oct 12, 2016

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

EXAMINERS AMENDMENT -WRITTEN

Sep 22, 2016

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Sep 22, 2016

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Sep 22, 2016

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

Sep 22, 2016

EXAMINER'S AMENDMENT ENTERED

APPROVED FOR PUB - PRINCIPAL REGISTER

Sep 22, 2016

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

Aug 12, 2016

ASSIGNED TO EXAMINER

PRIORITY ACTION WRITTEN

Aug 12, 2016

PRIORITY ACTION WRITTEN

PRIORITY ACTION E-MAILED

Aug 12, 2016

PRIORITY ACTION E-MAILED

NOTIFICATION OF PRIORITY ACTION E-MAILED

Aug 12, 2016

NOTIFICATION OF PRIORITY ACTION E-MAILED

NEW APPLICATION ENTERED

Apr 30, 2016

NEW APPLICATION ENTERED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Apr 30, 2016

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

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