LIFE INSURANCE DONE SMART Trademark
Trademark Overview
On Thursday, December 21, 2023, a trademark application was filed for LIFE INSURANCE DONE SMART with the United States Patent and Trademark Office. The USPTO has given the LIFE INSURANCE DONE SMART trademark a serial number of 98326491. The federal status of this trademark filing is NOTICE OF ALLOWANCE - ISSUED as of Tuesday, October 22, 2024. This trademark is owned by Running Point Capital Advisors, LLC. The LIFE INSURANCE DONE SMART trademark is filed in the Insurance & Financial Services category with the following description:
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
General Information
| Serial Number | 98326491 |
| Word Mark | LIFE INSURANCE DONE SMART |
| Filing Date | Thursday, December 21, 2023 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, October 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 | Tuesday, August 27, 2024 |
Trademark Statements
| 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 |
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 | Thursday, December 21, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| 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 |
Trademark Events
| 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 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, July 23, 2024 | ASSIGNED TO EXAMINER |
| 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 |
