PLAN SUCCESS CYCLE Trademark

Trademark Overview


On Wednesday, June 28, 2023, a trademark application was filed for PLAN SUCCESS CYCLE with the United States Patent and Trademark Office. The USPTO has given the PLAN SUCCESS CYCLE trademark a serial number of 98063159. The federal status of this trademark filing is REGISTERED as of Tuesday, July 9, 2024. This trademark is owned by Advisory Alpha, LLC. The PLAN SUCCESS CYCLE trademark is filed in the Insurance & Financial Services category with the following description:

Financial management; Financial services, namely, wealth management services; Investment management; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services
plan success cycle

General Information


Serial Number98063159
Word MarkPLAN SUCCESS CYCLE
Filing DateWednesday, June 28, 2023
Status700 - REGISTERED
Status DateTuesday, July 9, 2024
Registration Number7439971
Registration DateTuesday, July 9, 2024
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 23, 2024

Trademark Statements


Goods and ServicesFinancial management; Financial services, namely, wealth management services; Investment management; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, July 3, 2023
Primary Code036
First Use Anywhere DateSunday, January 1, 2023
First Use In Commerce DateSunday, January 1, 2023

Trademark Owner History


Party NameAdvisory Alpha, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressHolland, MI 49423

Party NameAdvisory Alpha, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressHolland, MI 49423

Party NameAdvisory Alpha, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressHolland, MI 49423

Trademark Events


Event DateEvent Description
Saturday, July 1, 2023NEW APPLICATION ENTERED
Monday, July 3, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, March 12, 2024ASSIGNED TO EXAMINER
Friday, March 15, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, April 3, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, April 23, 2024PUBLISHED FOR OPPOSITION
Tuesday, April 23, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, July 9, 2024REGISTERED-PRINCIPAL REGISTER
Tuesday, July 9, 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED