| Serial Number | 98326491 |
| Word Mark | LIFE INSURANCE DONE SMART |
| Filing Date | Thursday, December 21, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 28, 2025 |
| Registration Number | 8005984 |
| Registration Date | Tuesday, October 28, 2025 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, August 27, 2024 |
| Goods and Services | Estate planning; Financial advice, namely, budget planning; Financial asset management; Financial forecasting; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financing services; Insurance consultation; Life insurance brokerage; Trustee services |
| 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 | Thursday, December 21, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, December 31, 2024 |
| First Use In Commerce Date | Tuesday, December 31, 2024 |
| Party Name | Running Point Capital Advisors, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Manhattan Beach, CA 90266 |
| Party Name | Running Point Capital Advisors, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Manhattan Beach, CA 90266 |
| Party Name | Running Point Capital Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Manhattan Beach, CA 90266 |
| Event Date | Event Description |
| Thursday, December 21, 2023 | NEW APPLICATION ENTERED |
| Wednesday, April 3, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, July 23, 2024 | ASSIGNED TO EXAMINER |
| Tuesday, July 23, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, August 7, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 27, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 27, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 22, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Wednesday, April 16, 2025 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, September 3, 2025 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, April 16, 2025 | USE AMENDMENT FILED |
| Wednesday, September 3, 2025 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, October 6, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, October 7, 2025 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, October 7, 2025 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, October 28, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 28, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |