Who owns the PLANNED RETURN STRATEGY trademark?

The PLANNED RETURN STRATEGY trademark is owned by BEACON INVESTMENT ADVISORY SERVICES, INC..

What is the serial number for PLANNED RETURN STRATEGY?

The USPTO serial number for PLANNED RETURN STRATEGY is 77875714.

What is the registration number for PLANNED RETURN STRATEGY?

PLANNED RETURN STRATEGY is registered under USPTO registration number 3979700.

PLANNED RETURN STRATEGY - Owned by BEACON INVESTMENT ADVISORY SERVICES, INC. - (Class 035, Class 036)

Q: What class is the PLANNED RETURN STRATEGY trademark registered in?

The PLANNED RETURN STRATEGY trademark is registered in Class 035 (Advertising, business management & retail services), Class 036 (Insurance, financial & real estate services).

What to file next

Section 9 renewal, filed with a Section 8 declaration

When: Due between the ninth and tenth anniversary of registration, then before each tenth anniversary after that.
Extensions and grace: A six-month grace period follows, with an added per-class fee.
If it is missed: A missed renewal cancels the registration, and there is no revival route for it.

How Section 9 renewal works

General information about USPTO practice, not legal advice. The register is the authority, and a filing that has not yet posted can change what is owed.

Full Goods & Services

Class 035Advertising, business management & retail services

US codes: 100, 101, 102

First use anywhere: Aug 01, 2007

First use in commerce: Aug 01, 2007

Advertising; business management, organization and administration; office functions.

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Aug 01, 2007

First use in commerce: Aug 01, 2007

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.

Filing Basis & Declarations

Standard Characters ClaimedUse Application CurrentlySection 8 Accepted

Status History

40 events

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Oct 14, 2021

Code APRE

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

Oct 14, 2021

Code 89AG

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

Oct 14, 2021

Code RNL1

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

Oct 14, 2021

Code NA89

TEAS SECTION 8 & 9 RECEIVED

Jun 04, 2021

Code E89R

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

Jun 14, 2020

Code REM2

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Jul 22, 2017

Code APRE

REGISTERED - SEC. 8 (6-YR) ACCEPTED

Jul 22, 2017

Code 8.OK

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

Jul 22, 2017

Code NAS8

TEAS SECTION 8 RECEIVED

Jun 02, 2017

Code ES8R

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

Jun 14, 2016

Code REM1

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Jul 10, 2015

Code REAP

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Jul 10, 2015

Code ARAA

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Apr 08, 2015

Code ASGN

REGISTERED-SUPPLEMENTAL REGISTER

Jun 14, 2011

Code R.SR

ASSIGNED TO LIE

May 06, 2011

Code ALIE

LAW OFFICE PUBLICATION REVIEW COMPLETED

May 06, 2011

Code PREV

NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED

Apr 22, 2011

Code AAUA

USE AMENDMENT ACCEPTED

Apr 21, 2011

Code IUAA

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

Apr 21, 2011

Code CNTA

USE AMENDMENT FILED

Apr 05, 2011

Code IUAF

AMENDMENT TO USE PROCESSING COMPLETE

Apr 05, 2011

Code AUPC

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Apr 04, 2011

Code TROA

CORRESPONDENCE RECEIVED IN LAW OFFICE

Apr 04, 2011

Code CRFA

TEAS/EMAIL CORRESPONDENCE ENTERED

Apr 04, 2011

Code TEME

TEAS AMENDMENT OF USE RECEIVED

Apr 04, 2011

Code EAAU

NON-FINAL ACTION WRITTEN

Oct 02, 2010

Code CNRT

NON-FINAL ACTION E-MAILED

Oct 02, 2010

Code GNRT

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Oct 02, 2010

Code GNRN

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Sep 03, 2010

Code TROA

CORRESPONDENCE RECEIVED IN LAW OFFICE

Sep 03, 2010

Code CRFA

TEAS/EMAIL CORRESPONDENCE ENTERED

Sep 03, 2010

Code TEME

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Sep 03, 2010

Code REAP

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Sep 03, 2010

Code ARAA

NON-FINAL ACTION WRITTEN

Mar 04, 2010

Code CNRT

NON-FINAL ACTION E-MAILED

Mar 04, 2010

Code GNRT

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Mar 04, 2010

Code GNRN

ASSIGNED TO EXAMINER

Feb 24, 2010

Code DOCK

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Nov 27, 2009

Code NWOS

NEW APPLICATION ENTERED

Nov 21, 2009

Code NWAP

Other Marks by BEACON INVESTMENT ADVISORY SERVICES, INC.

Additional USPTO filings from the same owner.

PLA

PLANNED RETURN STRATEGY

90754265

BEACON INVESTMENT ADVISORY SERVICES, INC.

REGISTERED

ACC

ACCELERATED RETURN STRATEGY

85314848

BEACON INVESTMENT ADVISORY SERVICES, INC.

ABANDONED

LOG

LogoMark

86209291

BEACON INVESTMENT ADVISORY SERVICES, INC.

ABANDONED

ACE

ACERTUS MARKET SENTIMENT INDICATOR

86209055

Beacon Investment Advisory Services, Inc.

ABANDONED

Other Marks in Class 035 — Advertising, business management & retail services

Recently filed and registered marks in the same international class.

RET

RETURN DRIVEN STRATEGY

78671695

Frigo, Mark L.

REGISTERED

LEA

LEADERSHIP RETURN ON STRATEGY

88886466

THE EXCO GROUP, LLC

REGISTERED

PLA

PLANNED SERENDIPITY

98416489

Henry, Dr. Carolyn J.

REGISTERED

PER

PERFECTLY PLANNED

97352173

Perfectly Planned by Shari LLC

REGISTERED

Other Marks by Rachelle A. Dubow, Esq.

Additional USPTO filings handled by the same attorney of record.

RAS

RASTRUM

79257027

REGISTERED

OUR

OUR WAY

88737803

REGISTERED

ALL

ALLO-GLUE

97981676

REGISTERED

88799932

REGISTERED

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PLANNED RETURN STRATEGY

What to file next

Full Goods & Services

Filing Basis & Declarations

Other Marks by BEACON INVESTMENT ADVISORY SERVICES, INC.

Other Marks in Class 035 — Advertising, business management & retail services

Other Marks by Rachelle A. Dubow, Esq.

Get pre-filing clearance

Search 14M+ trademarks

Run a conflict check

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