PERSONALSAGE Trademark

Trademark Overview


On Friday, September 29, 2023, a trademark application was filed for PERSONALSAGE with the United States Patent and Trademark Office. The USPTO has given the PERSONALSAGE trademark a serial number of 98204073. The federal status of this trademark filing is REGISTERED as of Tuesday, March 25, 2025. This trademark is owned by SageView Advisory Group, LLC. The PERSONALSAGE trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, providing information in the fields of financial wellness, financial planning, personal financial management, retirement planning, and financial budgeting planning; financial information and consultancy services related to financial aspects of retirement planning
personalsage

General Information


Serial Number98204073
Word MarkPERSONALSAGE
Filing DateFriday, September 29, 2023
Status700 - REGISTERED
Status DateTuesday, March 25, 2025
Registration Number7735126
Registration DateTuesday, March 25, 2025
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, August 20, 2024

Trademark Statements


Goods and ServicesFinancial services, namely, providing information in the fields of financial wellness, financial planning, personal financial management, retirement planning, and financial budgeting planning; financial information and consultancy services related to financial aspects of retirement planning

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, October 12, 2023
Primary Code036
First Use Anywhere DateTuesday, October 25, 2022
First Use In Commerce DateTuesday, October 25, 2022

Trademark Owner History


Party NameSageView Advisory Group, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressNewport Beach, CA 92660

Party NameSageView Advisory Group, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressNewport Beach, CA 92660

Party NameSageView Advisory Group, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressNewport Beach, CA 92660

Trademark Events


Event DateEvent Description
Tuesday, October 3, 2023NEW APPLICATION ENTERED
Thursday, October 12, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, December 13, 2023TEAS VOLUNTARY AMENDMENT RECEIVED
Wednesday, December 13, 2023TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED
Tuesday, May 21, 2024ASSIGNED TO EXAMINER
Wednesday, May 22, 2024NON-FINAL ACTION WRITTEN
Wednesday, May 22, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, May 22, 2024NON-FINAL ACTION E-MAILED
Tuesday, July 9, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, July 9, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, July 9, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Saturday, July 13, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, July 31, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, August 20, 2024PUBLISHED FOR OPPOSITION
Tuesday, August 20, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, September 10, 2024EXTENSION OF TIME TO OPPOSE RECEIVED
Monday, December 16, 2024TEAS POST PUBLICATION AMENDMENT RECEIVED
Monday, January 27, 2025ASSIGNED TO PETITION STAFF
Thursday, February 27, 2025EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
Tuesday, March 25, 2025REGISTERED-PRINCIPAL REGISTER
Tuesday, March 25, 2025NOTICE OF REGISTRATION CONFIRMATION EMAILED
Friday, January 31, 2025POST PUBLICATION AMENDMENT - ENTERED