Serial Number | 98077587 |
Word Mark | LIFESTYLE, PORTFOLIO, LEGACY |
Filing Date | Monday, July 10, 2023 |
Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
Status Date | Tuesday, August 20, 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, June 25, 2024 |
Goods and Services | Financial consulting services; investment advisory services; financial portfolio analysis services and financial legacy consulting and advisory services; financial planning services; wealth management services; financial services, namely, estate settlement services; estate planning; family office services, namely, financial planning, investment brokerage, and financial advisory services tailored to wealthy families |
Goods and Services | Family succession business planning; business transition planning; tax planning |
NOT AVAILABLE | "PORTFOLIO LEGACY" |
International Class | 035 - Advertising; business management; business administration; office functions. |
US Class Codes | 100, 101, 102 |
Class Status Code | 6 - Active |
Class Status Date | Tuesday, August 8, 2023 |
Primary Code | 035 |
First Use Anywhere Date | NOT AVAILABLE |
First Use In Commerce Date | NOT AVAILABLE |
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 | Tuesday, August 8, 2023 |
Primary Code | 036 |
First Use Anywhere Date | NOT AVAILABLE |
First Use In Commerce Date | NOT AVAILABLE |
Party Name | SUPERPLAN SYSTEMS, LLC |
Party Type | 20 - Owner at Publication |
Legal Entity Type | 16 - Limited Liability Company |
Address | San Diego, CA 92131 |
Party Name | SUPERPLAN SYSTEMS, LLC |
Party Type | 10 - Original Applicant |
Legal Entity Type | 16 - Limited Liability Company |
Address | San Diego, CA 92131 |
Event Date | Event Description |
Thursday, July 13, 2023 | NEW APPLICATION ENTERED |
Tuesday, March 19, 2024 | ASSIGNED TO EXAMINER |
Tuesday, August 8, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
Wednesday, March 27, 2024 | NON-FINAL ACTION WRITTEN |
Wednesday, March 27, 2024 | NON-FINAL ACTION E-MAILED |
Wednesday, March 27, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
Wednesday, April 10, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
Wednesday, May 22, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
Wednesday, June 5, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
Tuesday, June 25, 2024 | PUBLISHED FOR OPPOSITION |
Tuesday, June 25, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
Tuesday, August 20, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
Wednesday, April 10, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
Wednesday, April 10, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |