| Serial Number | 88594367 |
| Word Mark | 321-AHA-PLAN |
| Filing Date | Tuesday, August 27, 2019 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 6, 2020 |
| Registration Number | 6167125 |
| Registration Date | Tuesday, October 6, 2020 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, July 21, 2020 |
| Pseudo Mark | THREE TWO ONE AHA PLAN |
| Goods and Services | Financial analysis and planning; Wealth management services; estate trust management and planning; Investment consultancy; Insurance consultancy |
| Goods and Services | Tax consultancy; Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, June 16, 2020 |
| Primary Code | 035 |
| First Use Anywhere Date | Sunday, March 31, 2019 |
| First Use In Commerce Date | Sunday, March 31, 2019 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, September 10, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, March 31, 2019 |
| First Use In Commerce Date | Sunday, March 31, 2019 |
| Party Name | NOT AVAILABLE |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 01 - Individual |
| Address | MELBOURNE, FL 32940 |
| Party Name | Sage Financial Management LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Melbourne, FL 32940 |
| Party Name | Sage Financial Management LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Melbourne, FL 32940 |
| Party Name | Sage Financial Management LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Melbourne, FL 32940 |
| Event Date | Event Description |
| Friday, August 30, 2019 | NEW APPLICATION ENTERED |
| Thursday, June 4, 2020 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, June 16, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, June 16, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, June 16, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 1, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 21, 2020 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 21, 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 6, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, November 30, 2022 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, September 10, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, November 29, 2019 | ASSIGNED TO EXAMINER |
| Thursday, December 5, 2019 | NON-FINAL ACTION WRITTEN |
| Thursday, December 5, 2019 | NON-FINAL ACTION E-MAILED |
| Thursday, December 5, 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, June 12, 2020 | ASSIGNED TO LIE |
| Monday, October 6, 2025 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |