| 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 |