FAMILY OFFICE LITE Trademark

Trademark Overview


On Monday, October 29, 2018, a trademark application was filed for FAMILY OFFICE LITE with the United States Patent and Trademark Office. The USPTO has given the FAMILY OFFICE LITE trademark a serial number of 88173336. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Tuesday, October 7, 2025. This trademark is owned by Retirement Planning Services, LLC. The FAMILY OFFICE LITE trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Financial planning, estate planning and fiduciary consultation on health insurance selection

tax return preparation
family office lite

General Information


Serial Number88173336
Word MarkFAMILY OFFICE LITE
Filing DateMonday, October 29, 2018
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateTuesday, October 7, 2025
Registration Number5769250
Registration DateTuesday, June 4, 2019
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 19, 2019

Trademark Statements


Goods and ServicesFinancial planning, estate planning and fiduciary consultation on health insurance selection
Goods and Servicestax return preparation
NOT AVAILABLE"FAMILY OFFICE"

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, November 13, 2018
Primary Code035
First Use Anywhere DateThursday, April 19, 2018
First Use In Commerce DateSunday, September 16, 2018

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, November 13, 2018
Primary Code036
First Use Anywhere DateThursday, April 19, 2018
First Use In Commerce DateSunday, September 16, 2018

Trademark Owner History


Party NameRetirement Planning Services, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressKnoxville, TN 37932

Party NameRetirement Planning Services, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressKnoxville, TN 37932

Party NameRetirement Planning Services, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressKnoxville, TN 37932

Trademark Events


Event DateEvent Description
Thursday, February 7, 2019EXAMINERS AMENDMENT -WRITTEN
Thursday, November 1, 2018NEW APPLICATION ENTERED
Tuesday, November 13, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, February 5, 2019ASSIGNED TO EXAMINER
Thursday, February 7, 2019EXAMINERS AMENDMENT E-MAILED
Thursday, February 7, 2019NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, February 7, 2019ASSIGNED TO LIE
Thursday, February 7, 2019EXAMINER'S AMENDMENT ENTERED
Thursday, February 7, 2019APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, February 13, 2019LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, February 27, 2019NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, March 19, 2019PUBLISHED FOR OPPOSITION
Tuesday, March 19, 2019OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 4, 2019REGISTERED-PRINCIPAL REGISTER
Monday, June 2, 2025TEAS SECTION 8 & 15 RECEIVED
Monday, October 6, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, October 7, 2025REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, October 7, 2025NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Tuesday, June 4, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED