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PRINCIPLES-BASED FINANCIAL PLANNER
Live/Pending
SU - NON-FINAL ACTION - MAILED

non

on 06 Oct 2023

Last Applicant/ Owned by

13808 E 87th Place N

Owasso

UT

74055

Serial Number

97047640 filed on 27th Sep 2021

Registration Number

N/A

Correspondent Address

Preston P. Frischknecht

PROJECT CIP

399 N MAIN, STE 220

LOGAN,UT 84321

Filing Basis

1. intent to use

2. intent to use current

Disclaimer

"FINANCIAL PLANNER"

PRINCIPLES-BASED FINANCIAL PLANNER

"FINANCIAL PLANNER" The certification mark, as used by authorized persons, certifies that the person displaying said mark has completed educational course work requirements and work experience requirements of the certifier, has completed examinations administered by the certifier in a satisfactory manner, has agreed to adhere to the certifier's standards for professional responsibility, continuinRead More

Classification Information


Class [B]
Services conforming to accreditation standard(s)


Financial planning


First Use Date in General

31st Dec 2020

First Use Date in Commerce

31st Dec 2020

Mark Details


Serial Number

No 97047640

Mark Type

No Service/Collective Mark

Attorney Docket Number

No LIVECIP007

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
07th Jan 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
23rd Oct 2023ASSIGNED TO EXAMINER
06th Oct 2023SU - NON-FINAL ACTION - WRITTEN
06th Oct 2023NON-FINAL ACTION E-MAILED
06th Oct 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
08th Aug 2023CASE ASSIGNED TO INTENT TO USE PARALEGAL
08th Aug 2023STATEMENT OF USE PROCESSING COMPLETE
26th Jul 2023TEAS STATEMENT OF USE RECEIVED
26th Jul 2023USE AMENDMENT FILED
31st Jan 2023NOA E-MAILED - SOU REQUIRED FROM APPLICANT