FAMILY STRATEGIC PLANNING SYSTEM Trademark
Trademark Overview
On Saturday, May 31, 2025, a trademark application was filed for FAMILY STRATEGIC PLANNING SYSTEM with the United States Patent and Trademark Office. The USPTO has given the FAMILY STRATEGIC PLANNING SYSTEM trademark a serial number of 99211824. The federal status of this trademark filing is APPROVED FOR PUBLICATION as of Wednesday, October 22, 2025. This trademark is owned by Lifeworks IP, LLC. The FAMILY STRATEGIC PLANNING SYSTEM trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning and investment advisory services; Investment advice; Investment advisory services; Investment management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services
General Information
| Serial Number | 99211824 |
| Word Mark | FAMILY STRATEGIC PLANNING SYSTEM |
| Filing Date | Saturday, May 31, 2025 |
| Status | 680 - APPROVED FOR PUBLICATION |
| Status Date | Wednesday, October 22, 2025 |
| 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 | Financial planning and investment advisory services; Investment advice; Investment advisory services; Investment management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services |
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 | Saturday, May 31, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, April 1, 2017 |
| First Use In Commerce Date | Saturday, April 1, 2017 |
Trademark Owner History
| Party Name | Lifeworks IP, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Grand Rapids, MI 49546 |
Trademark Events
| Event Date | Event Description |
| Saturday, May 31, 2025 | NEW APPLICATION ENTERED |
| Saturday, May 31, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, May 31, 2025 | APPLICATION FILING RECEIPT MAILED |
| Monday, October 20, 2025 | ASSIGNED TO EXAMINER |
| Wednesday, October 22, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
