the Smart Plan Trademark Details

The Smart Plan was registered on Tuesday, January 23, 1996 and is currently owned by Edelman Financial Services, LLC under the registration number 1949947 . This mark is alive with a status of Registered and Renewed. The last case file activity for this mark occured 8 years ago on Thursday, March 31, 2016, according to the United State Patent & Trademark Office

Word Mark	The Smart Plan
Status	Alive Registered 800 — Registered and Renewed

Current Owner

Edelman Financial Services, LLC of Fairfax, VA

View all trademarks for Edelman Financial Services, LLC

Other Trademarks for Edelman Financial Services, LLC

Previous Owners

Edelman Financial Services, Inc of Fairfax, VA

View all trademarks for Edelman Financial Services, Inc

Other Trademarks for Edelman Financial Services, Inc

Serial Number	74425397
Registration Number	1949947
Status Date	Thursday, March 31, 2016
Filing Date	Thursday, March 31, 2016
Registration Date	Tuesday, January 23, 1996
Attorney	Paul F. Kilmer

Correspondent

PAUL F. KILMER
HOLLAND & KNIGHT LLP
SUITE 1100
800 17TH STREET, NW
WASHINGTON DC 20006

Case File Statements

Disclaimer with Predetermined Text	"Plan"
Goods & Services	Financial Investment for Others in the Fields of Securities, Mutual Funds and Annuities

Classifications

International Class Codes	036 — Class 36 includes mainly services rendered in financial and monetary affairs and services rendered in relation to insurance contracts of all kinds.
U.S. Class Codes	102
Status	6 — Active
Status Date	Wednesday, October 6, 1993
First Use Anywhere	Saturday, April 1, 1989
First Use In Commerce	Saturday, April 1, 1989
Primary Code	036

Trademark Timeline

Apr 01 1989

First use anywhere for the mark
Apr 01 1989

First use in commerce for the mark
Aug 17 1993

Trademark application filed with USPTO
Nov 22 1993

Assigned To Examiner
Feb 14 1994

Non-Final Action Mailed
Mar 18 1994

Correspondence Received In Law Office
May 02 1994

Approved For Pub - Principal Register
Jul 29 1994

Notice of Publication
Aug 30 1994

Published For Opposition
Oct 04 1994

Extension of Time To Oppose Received
Jan 23 1996

Registered-Principal Register
Jan 23 1996

Trademark officially registered with the USPTO
Sep 14 2001

Registered - Sec. 8 (6-Yr) & Sec. 15 Filed
Dec 04 2001

Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Apr 28 2005

Registered - Combined Section 8 (10-Yr) & Sec. 9 Filed
Apr 28 2005

Paper Received
Dec 01 2005

Registered and Renewed (first Renewal - 10 Yrs)
Dec 01 2005

Registered - Sec. 8 (10-Yr) Accepted/sec. 9 Granted
Dec 01 2005

Assigned To Paralegal
Aug 21 2006

Applicant/correspondence Changes (non-Responsive) Entered
Aug 21 2006

Teas Change of Owner Address Received
Sep 30 2009

Automatic Update of Assignment of Ownership
Oct 07 2009

Automatic Update of Assignment of Ownership
Jul 11 2011

Case File In Ticrs
Jul 14 2011

Case File In Ticrs
Aug 15 2011

Case File In Ticrs
Sep 13 2012

Paper Received
Oct 03 2012

Assignment of Ownership Not Updated Automatically
Nov 07 2012

Review of Correspondence Complete - Address Updated
Jan 13 2016

Assignment of Ownership Not Updated Automatically
Jan 22 2016

Teas Section 8 & 9 Received
Mar 31 2016

Notice of Acceptance of Sec. 8 & 9 - E-Mailed
Mar 31 2016

Registered and Renewed (second Renewal - 10 Yrs)
Mar 31 2016

Registered - Sec. 8 (10-Yr) Accepted/sec. 9 Granted
Mar 31 2016

Case Assigned To Post Registration Paralegal