| Trademark Snap Shot Publication & Issue Review Stylesheet (Table presents the data on Publication & Issue Review Complete) |
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OVERVIEW |
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| SERIAL NUMBER | 85613252 | FILING DATE | 05/01/2012 |
| REG NUMBER | 0000000 | REG DATE | N/A |
| REGISTER | PRINCIPAL | MARK TYPE | SERVICE MARK |
| INTL REG # | N/A | INTL REG DATE | N/A |
| TM ATTORNEY | ROSSMAN, MARY JO |
L.O. ASSIGNED | 109 |
PUB INFORMATION |
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| RUN DATE | 10/06/2012 | ||
| PUB DATE | N/A | ||
| STATUS | 681-PUBLICATION/ISSUE REVIEW COMPLETE | ||
| STATUS DATE | 10/05/2012 | ||
| LITERAL MARK ELEMENT | PSG | ||
| DATE ABANDONED | N/A | DATE CANCELLED | N/A |
| SECTION 2F | NO | SECTION 2F IN PART | NO |
| SECTION 8 | NO | SECTION 8 IN PART | NO |
| SECTION 15 | NO | REPUB 12C | N/A |
| RENEWAL FILED | NO | RENEWAL DATE | N/A |
| DATE AMEND REG | N/A | ||
FILING BASIS |
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| FILED BASIS | CURRENT BASIS | AMENDED BASIS | |||
| 1 (a) | YES | 1 (a) | YES | 1 (a) | NO |
| 1 (b) | NO | 1 (b) | NO | 1 (b) | NO |
| 44D | NO | 44D | NO | 44D | NO |
| 44E | NO | 44E | NO | 44E | NO |
| 66A | NO | 66A | NO | ||
| NO BASIS | NO | NO BASIS | NO | ||
MARK DATA |
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| STANDARD CHARACTER MARK | NO |
| LITERAL MARK ELEMENT | PSG |
| MARK DRAWING CODE | 3-AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/LETTER(S)/NUMBER(S) |
| COLOR DRAWING FLAG | YES |
CURRENT OWNER INFORMATION |
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| PARTY TYPE | 10-ORIGINAL APPLICANT |
| NAME | Planning Solutions Group, LLC |
| ADDRESS | Suite 400 8161 Maple Lawn Blvd. Fulton, MD 20759 |
| ENTITY | 16-LTD LIAB CO |
| CITIZENSHIP | Maryland |
GOODS AND SERVICES |
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| INTERNATIONAL CLASS | 035 |
| DESCRIPTION TEXT | Business succession planning; Philanthropy consultation relating to taxation planning; Tax and taxation planning, advice, information and consultancy services |
| INTERNATIONAL CLASS | 036 |
| DESCRIPTION TEXT | Estate planning; Estate trust planning; Financial advice and consultancy services; Financial consultancy and insurance consultancy; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial planning and investment advisory services; Financial planning for retirement; Financial risk management consultation; Financial services, namely, wealth management services; Fund investment consultation; Insurance information and consultancy; Investment consultancy; Investment management of and distribution of annuities; Investment services, namely, asset acquisition, consultation, development and management services |
GOODS AND SERVICES CLASSIFICATION |
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| INTERNATIONAL CLASS | 035 | FIRST USE DATE | 01/01/2001 | FIRST USE IN COMMERCE DATE | 01/01/2001 | CLASS STATUS | 6-ACTIVE |
| INTERNATIONAL CLASS | 036 | FIRST USE DATE | 01/01/2001 | FIRST USE IN COMMERCE DATE | 01/01/2001 | CLASS STATUS | 6-ACTIVE |
MISCELLANEOUS INFORMATION/STATEMENTS |
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| CHANGE IN REGISTRATION | NO |
| COLORS CLAIMED STATEMENT | The color(s) black, gold and white are claimed as a feature of the mark is/are claimed as a feature of the mark. |
| DESCRIPTION OF MARK | The mark consists of the uppercase letters "PSG" in white on a blue circle within a white square, all within a blue bordered-diamond shape formed by four gold and white triangles. |
| PSEUDO MARK | PLANNING SOLUTIONS GROUP |
PROSECUTION HISTORY |
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| DATE | ENT CD | ENT TYPE | DESCRIPTION | ENT NUM |
| 10/05/2012 | PREV | O | LAW OFFICE PUBLICATION REVIEW COMPLETED | 013 |
| 10/04/2012 | ALIE | A | ASSIGNED TO LIE | 012 |
| 09/21/2012 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | 011 |
| 09/20/2012 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | 010 |
| 09/19/2012 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | 009 |
| 09/19/2012 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | 008 |
| 08/27/2012 | GPRN | O | NOTIFICATION OF PRIORITY ACTION E-MAILED | 007 |
| 08/27/2012 | GPRA | F | PRIORITY ACTION E-MAILED | 006 |
| 08/27/2012 | CPRA | R | PRIORITY ACTION WRITTEN | 005 |
| 08/20/2012 | DOCK | D | ASSIGNED TO EXAMINER | 004 |
| 05/08/2012 | MDSM | O | NOTICE OF DESIGN SEARCH CODE AND PSEUDO MARK MAILED | 003 |
| 05/07/2012 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM | 002 |
| 05/04/2012 | NWAP | I | NEW APPLICATION ENTERED IN TRAM | 001 |
CURRENT CORRESPONDENCE INFORMATION |
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| ATTORNEY | Mary B. Tung |
| CORRESPONDENCE ADDRESS | MARY B. TUNG DAVIS, AGNOR, RAPAPORT & SKALNY, LLC 10211 WINCOPIN CIR STE 600 COLUMBIA, MD 21044-3431 |
| DOMESTIC REPRESENTATIVE | NONE |