BEYOND FINANCIAL SECURITY Trademark

Trademark Overview

On Wednesday, January 7, 2004, a trademark application was filed for BEYOND FINANCIAL SECURITY with the United States Patent and Trademark Office. The USPTO has given the BEYOND FINANCIAL SECURITY trademark a serial number of 76568582. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, August 15, 2025. This trademark is owned by SUPERPLAN SYSTEMS, LLC. The BEYOND FINANCIAL SECURITY trademark is filed in the Insurance & Financial Services category with the following description:

Financial consulting services, namely lifestyle, portfolio and legacy consulting and advisory services
beyond financial security

General Information

Serial Number76568582
Word MarkBEYOND FINANCIAL SECURITY
Filing DateWednesday, January 7, 2004
Status710 - CANCELLED - SECTION 8
Status DateFriday, August 15, 2025
Registration Number2922328
Registration DateTuesday, February 1, 2005
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, November 9, 2004

Trademark Statements

Goods and ServicesFinancial consulting services, namely lifestyle, portfolio and legacy consulting and advisory services
NOT AVAILABLEFINANCIAL SECURITY

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateSaturday, August 16, 2025
Primary Code036
First Use Anywhere DateTuesday, March 31, 1998
First Use In Commerce DateTuesday, March 31, 1998

Trademark Owner History

Party NameSUPERPLAN SYSTEMS, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressSAN DIEGO, CA 92131
Party NameNOT AVAILABLE
Party Type30 - Original Registrant
Legal Entity Type01 - Individual
AddressSan Diego, CA 92131
Party NameNOT AVAILABLE
Party Type20 - Owner at Publication
Legal Entity Type01 - Individual
AddressLa Jolla, CA 92037
Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressLa Jolla, CA 92037

Trademark Events

Event DateEvent Description
Tuesday, January 20, 2004NEW APPLICATION ENTERED
Tuesday, June 1, 2004FAX RECEIVED
Tuesday, June 1, 2004CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, June 1, 2004UNRESPONSIVE/DUPLICATE PAPER RECEIVED
Wednesday, August 4, 2004NON-FINAL ACTION MAILED
Friday, August 27, 2004EXAMINERS AMENDMENT MAILED
Friday, August 27, 2004APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, September 3, 2004ASSIGNED TO LIE
Tuesday, September 14, 2004LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, October 20, 2004NOTICE OF PUBLICATION
Tuesday, November 9, 2004PUBLISHED FOR OPPOSITION
Tuesday, February 1, 2005REGISTERED-PRINCIPAL REGISTER
Wednesday, December 15, 2010TEAS SECTION 8 & 15 RECEIVED
Friday, January 7, 2011CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, January 7, 2011REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, January 30, 2015TEAS SECTION 8 & 9 RECEIVED
Thursday, July 22, 2004ASSIGNED TO EXAMINER
Monday, February 16, 2015CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, February 16, 2015REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Monday, February 16, 2015REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Monday, February 16, 2015NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Monday, June 3, 2019TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, February 5, 2025APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, June 3, 2019APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, July 12, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Thursday, February 1, 2024COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, February 5, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, February 5, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, February 5, 2025TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, August 15, 2025CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
Wednesday, February 5, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED

Related Keywords

security financial beyond consulting services legacy advisory portfolio namely lifestyle