CHECK SIX CLIENT DISCOVERY SYSTEM Trademark
Trademark Overview
On Wednesday, December 13, 2023, a trademark application was filed for CHECK SIX CLIENT DISCOVERY SYSTEM with the United States Patent and Trademark Office. The USPTO has given the CHECK SIX CLIENT DISCOVERY SYSTEM trademark a serial number of 98312105. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Monday, July 22, 2024. This trademark is owned by Victory Independent Planning LLC. The CHECK SIX CLIENT DISCOVERY SYSTEM trademark is filed in the Insurance & Financial Services category with the following description:
In financial planning, having a deep understanding of where you've been and where you want to go are essential to having the right plan in place for you to fully succeed. Unfortunately, financial matters can be complex and basic clarity hard to find. I developed my "Check Six Client Discovery System," a series of surveys and interview questions to better understand a client's unique situation. This is a systematic, documented method for helping us shed light on complicated and vague issues, turning them into well-defined, confident answers. "Check six!" is an aviation term, meaning to visually clear the airspace behind you, increasing your overall situational awareness and determining what needs to be done and in what order. Sound familiar? It's exactly how financial planning should proceed. Here are the six steps and unique surveys and interview questions in the process: Biographical History Vision Values Goals and Expectations Mission Statement Risks and Concerns
General Information
| Serial Number | 98312105 |
| Word Mark | CHECK SIX CLIENT DISCOVERY SYSTEM |
| Filing Date | Wednesday, December 13, 2023 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Monday, July 22, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | In financial planning, having a deep understanding of where you've been and where you want to go are essential to having the right plan in place for you to fully succeed. Unfortunately, financial matters can be complex and basic clarity hard to find. I developed my "Check Six Client Discovery System," a series of surveys and interview questions to better understand a client's unique situation. This is a systematic, documented method for helping us shed light on complicated and vague issues, turning them into well-defined, confident answers. "Check six!" is an aviation term, meaning to visually clear the airspace behind you, increasing your overall situational awareness and determining what needs to be done and in what order. Sound familiar? It's exactly how financial planning should proceed. Here are the six steps and unique surveys and interview questions in the process: Biographical History Vision Values Goals and Expectations Mission Statement Risks and Concerns |
Classification Information
| 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 | Wednesday, December 13, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, June 20, 2017 |
| First Use In Commerce Date | Tuesday, June 20, 2017 |
Trademark Owner History
| Party Name | Victory Independent Planning LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Camas, WA 98607 |
Trademark Events
| Event Date | Event Description |
| Wednesday, December 13, 2023 | NEW APPLICATION ENTERED |
| Sunday, March 17, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, July 12, 2024 | ASSIGNED TO EXAMINER |
| Monday, July 22, 2024 | NON-FINAL ACTION WRITTEN |
| Monday, July 22, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, July 22, 2024 | NON-FINAL ACTION E-MAILED |
| Tuesday, August 27, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, August 27, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, August 27, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, August 27, 2024 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, August 27, 2024 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
