Who owns the POLICY-BASED FINANCIAL PLANNING trademark?

The POLICY-BASED FINANCIAL PLANNING trademark is owned by Yeske Buie Inc..

What class is the POLICY-BASED FINANCIAL PLANNING trademark registered in?

The POLICY-BASED FINANCIAL PLANNING trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for POLICY-BASED FINANCIAL PLANNING?

The USPTO serial number for POLICY-BASED FINANCIAL PLANNING is 86703713.

What is the registration number for POLICY-BASED FINANCIAL PLANNING?

POLICY-BASED FINANCIAL PLANNING is registered under USPTO registration number 4944984.

POL

USPTO Trademark Record

REGISTERED

POLICY-BASED FINANCIAL PLANNING

SN 86703713·Reg 4944984·Filed Jul 24, 2015

Owner Yeske Buie Inc.

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

POLICY-BASED FINANCIAL PLANNING (Serial No. 86703713), Registration No. 4944984, is a registered US trademark filed on Jul 24, 2015 by Yeske Buie Inc.. This trademark covers Class 036 (Insurance, financial & real estate services).

Section 8/9 declaration window: April 28, 2036

Mark Intelligence

POLICY-BASED FINANCIAL PLANNING (Reg. #4944984) is a registered US trademark that has been protecting its owner, Yeske Buie Inc., since 2015. 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

Jul 24, 2015

SERIAL

86703713

REG#

4944984

REGISTERED

Apr 26, 2016

Owner

Applicant

Yeske Buie Inc.

Entity

Corporation

State

Address

220 Montgomery Street, Suite 900, San Francisco, CA, 94104

Country

Attorney

NameMark A. Steiner, Esq.

Law firm

Mark A. Steiner, Esq. DUANE MORRIS LLP

Docket

R1699-01601

Address

SPEAR TOWER, ONE MARKET PLAZA, STE. 2200, SAN FRANCISCO, DC 94105-1127, United States

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Filing Information

StatusREGISTERED

Filing DateJul 24, 2015

Serial Number86703713

Registration No.4944984

Registration DateApr 26, 2016

Status DateJun 26, 2026

Published for OppositionFeb 09, 2016

Next RenewalApril 28, 2036

Mark TypeStandard characters

Attorney DocketR1699-01601

Status DescriptionLive and registered, renewed

Filing Signals

FILED

2015

YEARS AGO

11y

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Apr 30, 2006

First use in commerce: Apr 30, 2006

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.

Status History

25 events

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Jun 26, 2026

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

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

Jun 26, 2026

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

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

Jun 26, 2026

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

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

Jun 26, 2026

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

TEAS SECTION 8 & 9 RECEIVED

Apr 23, 2026

TEAS SECTION 8 & 9 RECEIVED

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

Apr 26, 2025

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

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Sep 27, 2022

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

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

Sep 27, 2022

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

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

Sep 27, 2022

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

TEAS SECTION 8 & 15 RECEIVED

Mar 30, 2022

TEAS SECTION 8 & 15 RECEIVED

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

Apr 26, 2021

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

REGISTERED-PRINCIPAL REGISTER

Apr 26, 2016

REGISTERED-PRINCIPAL REGISTER

PUBLISHED FOR OPPOSITION

Feb 09, 2016

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Feb 09, 2016

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Jan 20, 2016

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Nov 18, 2015

APPROVED FOR PUB - PRINCIPAL REGISTER

NON-FINAL ACTION WRITTEN

Nov 10, 2015

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Nov 10, 2015

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Nov 10, 2015

NOTIFICATION OF NON-FINAL ACTION E-MAILED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Nov 10, 2015

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Nov 10, 2015

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Nov 10, 2015

TEAS/EMAIL CORRESPONDENCE ENTERED

ASSIGNED TO EXAMINER

Nov 04, 2015

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jul 30, 2015

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Jul 28, 2015

NEW APPLICATION ENTERED

POLICY-BASED FINANCIAL PLANNING

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Other Marks by Yeske Buie Inc.

Other Marks in Class 036 — Insurance, financial & real estate services

Other Marks by Mark A. Steiner, Esq.

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