Pinnacle Financial Partners, Inc. (P) vs Pinnacle Wealth Planning Services, Inc. (D)
Pending
Oppositions
Proceeding Details
Proceeding Number
Filing Date
Oct 9, 2024
Last Status Update
Mar 10, 2026
Interlocutory Attorney
JACOB E VIGIL
Parties
Plaintiff
Pinnacle Financial Partners, Inc.




150 THIRD AVE SOUTH, SUITE 2800
NASHVILLE, TN 37201
Attorney / Correspondent:
Marks:
PINNACLE FINANCIAL PARTNERS
Registered
|Reg #: 7239988|S/N: 97615274
PINNACLE FINANCIAL PARTNERS
LIVE - REGISTERED
Service MarkStylizedOwner: Pinnacle Financial Partners, Inc.
Status: REGISTERED
Record Details
Serial No.
97615274
Registration No.
7239988
Status
LIVE
Important Dates
Filed
Sep 30, 2022
Registered
Dec 12, 2023
First Use
Oct 31, 2000
Goods & Services
Class 036Class 042
check depositing services; banking services provided via an online website allowing customers access to their bank accounts, checking accounts, saving accounts, credit card accounts, personal loans, and mortgage accounts; "FINANCIAL PARTNERS"; Providing temporary use of online non-downloadable software to allow usersaccess to bank accounts, checking accounts, saving accounts, credit card accounts, personal loans, and mortgage accounts for use by bank customers
PINNACLE FINANCIAL PARTNERS
Registered
|Reg #: 7246463|S/N: 97615165
PINNACLE FINANCIAL PARTNERS
LIVE - REGISTERED
Service MarkStylizedOwner: Pinnacle Financial Partners, Inc.
Status: REGISTERED
Record Details
Serial No.
97615165
Registration No.
7246463
Status
LIVE
Important Dates
Filed
Sep 30, 2022
Registered
Dec 19, 2023
First Use
Jan 1, 2001
Goods & Services
Class 036
investment of funds for charitable purposes for the arts, education, health and local community; "FINANCIAL PARTNERS"
PINNACLE FINANCIAL PARTNERS
Registered
|Reg #: 7217247|S/N: 97615147
PINNACLE FINANCIAL PARTNERS
LIVE - REGISTERED
Service MarkStylizedOwner: Pinnacle Financial Partners, Inc.
Status: REGISTERED
Record Details
Serial No.
97615147
Registration No.
7217247
Status
LIVE
Important Dates
Filed
Sep 30, 2022
Registered
Nov 14, 2023
First Use
Oct 31, 2000
Goods & Services
Class 036
Banking services; electronic commerce services, namely, banking services in the nature of deposit transaction processing services; providing information via the telephone, mobile devices and the global communication networks in the field of finance; Financial and insurance services, namely, banking, trust management accounts, estate trust management, investment management, investment banking, corporate financing, mortgage lending, commercial and consumer lending and leasing-purchase financing services, financial planning, financial investment portfolio analysis and advice being financial management, credit card transaction processing services, debit card transaction processing services and securities brokerage; on-line banking services; bill payment services provided through a website; Digital banking services, namely, online financial management; "FINANCIAL PARTNERS"
PINNACLE FINANCIAL PARTNERS
Registered
|Reg #: 7404813|S/N: 97615096
PINNACLE FINANCIAL PARTNERS
LIVE - REGISTERED
TrademarkStylizedOwner: Pinnacle Financial Partners, Inc.
Status: REGISTERED
Record Details
Serial No.
97615096
Registration No.
7404813
Status
LIVE
Important Dates
Filed
Sep 30, 2022
Registered
Jun 4, 2024
First Use
Sep 1, 2011
Goods & Services
Class 009
Downloadable computer application software for mobile phones, tablets, handheld computers and mobile devices, namely, software for managing and accessing financial and banking accounts and carrying out financial transactions being transactions providing secure payment and transfer options; "FINANCIAL PARTNERS"
PINNACLE
Registered
|Reg #: 7404808|S/N: 97614919
PINNACLE
LIVE - REGISTERED
Service MarkStylizedOwner: Pinnacle Financial Partners, Inc.
Status: REGISTERED
Record Details
Serial No.
97614919
Registration No.
7404808
Status
LIVE
Important Dates
Filed
Sep 30, 2022
Registered
Jun 4, 2024
First Use
Jan 1, 2001
Goods & Services
Class 036
Charitable investment services, namely, charitable fundraising, organizing and conducting fundraising events to promote monetary donations for the arts, education, health and local community
VS
Defendant
Pinnacle Wealth Planning Services, Inc.
125 HUNT CLUB DR 1B
COPLEY, OH 44321
Attorney / Correspondent:
Mark:
PINNACLE ADVISORS
Pending
S/N: 98179888
PINNACLE ADVISORS
LIVE - PENDING
Service MarkWordOwner: Pinnacle Wealth Planning Services, Inc.
Status: OPPOSITION PENDING
Record Details
Serial No.
98179888
Status
LIVE
Important Dates
Filed
Sep 14, 2023
Goods & Services
Class 036
Financial planning and investment advisory services; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; "ADVISORS"
TTAB Documents
Title | Date | Entry # | Category | Code | Actions |
|---|---|---|---|---|---|
EXTENSION OF TIME GRANTED | Mar 10, 2026 | 20 | Extensions | 513 | |
P MOT FOR EXT W/ CONSENT | Mar 10, 2026 | 19 | Motions | 650 | |
SUSPENDED | Feb 5, 2026 | 18 | Status | 516 | |
P MOT TO SUSP W/ CONSENT PEND SETTL NEGOTIATIONS | Feb 5, 2026 | 17 | Motions | 511 | |
EXTENSION OF TIME GRANTED | Jan 12, 2026 | 16 | Extensions | 513 | |
P MOT FOR EXT W/ CONSENT | Jan 12, 2026 | 15 | Motions | 650 | |
SUSPENDED | Nov 6, 2025 | 14 | Status | 516 | |
P MOT TO SUSP W/ CONSENT PEND SETTL NEGOTIATIONS | Nov 6, 2025 | 13 | Motions | 511 | |
SUSPENDED | Oct 10, 2025 | 12 | Status | 516 | |
P MOT TO SUSP W/ CONSENT PEND SETTL NEGOTIATIONS | Oct 10, 2025 | 11 | Motions | 511 | |
EXTENSION OF TIME GRANTED | Jun 23, 2025 | 10 | Extensions | 513 | |
P MOT FOR EXT W/ CONSENT | Jun 23, 2025 | 9 | Motions | 650 | |
SUSPENDED | May 23, 2025 | 8 | Status | 516 | |
P MOT TO SUSP W/ CONSENT PEND SETTL NEGOTIATIONS | May 23, 2025 | 7 | Motions | 511 | |
EXTENSION OF TIME GRANTED | May 15, 2025 | 6 | Extensions | 513 | |
P MOT FOR EXT W/ CONSENT | May 15, 2025 | 5 | Motions | 650 | |
ANSWER | Nov 15, 2024 | 4 | Pleadings | 107 | |
INSTITUTED | Oct 10, 2024 | 3 | Status | 128 | |
NOTICE AND TRIAL DATES SENT; ANSWER DUE: | Oct 10, 2024 | 2 | Scheduling | 707 | |
FILED AND FEE | Oct 9, 2024 | 1 | Fees | 124 |