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BALANCED PLAN FINANCIAL
Dead/Cancelled
CANCELLED - SECTION 8

section 8

on 05 Aug 2022

Last Applicant/ Owned by

3551 Camino Mira Costa, Suite E-1

San Clemente

US

CA

92673

Serial Number

86328930 filed on 04th Jul 2014

Registration Number

4891240 registered on 26th Jan 2016

in the Principal Register

Correspondent Address

MICHAEL L. LOVITZ

Lovitz IP Law PC

8335 W. Sunset Blvd., Suite 314

West Hollywood CA 90069-1538

Filing Basis

1. use application currently

Disclaimer

"PLAN FINANCIAL"

BALANCED PLAN FINANCIAL

Financial planning and investment advisory services; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Insurance agencies in the field of life, disability, long term care, fixed annuities, inRead More

Classification Information


Class [036]
Insurance & Financial Services


Financial planning and investment advisory services; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Insurance agencies in the field of life, disability, long term care, fixed annuities, indexed annuities; Providing financial consultation services to business owners regarding business continuity and succession issues


First Use Date in General

05th Jun 2014

First Use Date in Commerce

30th Jun 2014

Mark Details


Serial Number

No 86328930

Mark Type

No Service Mark

Attorney Docket Number

No H1002-5001

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
05th Aug 2022CANCELLED SEC. 8 (6-YR)
26th Jan 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
26th Jan 2016REGISTERED-PRINCIPAL REGISTER
30th Dec 2015TEAS CHANGE OF CORRESPONDENCE RECEIVED
10th Nov 2015OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
10th Nov 2015PUBLISHED FOR OPPOSITION
21st Oct 2015NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
05th Oct 2015LAW OFFICE PUBLICATION REVIEW COMPLETED
01st Oct 2015ASSIGNED TO LIE
04th Sep 2015APPROVED FOR PUB - PRINCIPAL REGISTER