| Serial Number | 98330412 |
| Word Mark | S SAFE MONEY SOLUTIONS |
| Filing Date | Tuesday, December 26, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, April 29, 2025 |
| Registration Number | 7773633 |
| Registration Date | Tuesday, April 29, 2025 |
| Mark Drawing | 5 - Drawing with word(s) / letter(s) / number(s) in Stylized form |
| Published for Opposition Date | Tuesday, March 11, 2025 |
| Description of Mark | The mark consists of A stylized letter S with the words SAFE MONEY SOLUTIONS located to the right of the stylized letter S and wherein the words SAFE MONEY are located directly above the word SOLUTIONS. |
| Goods and Services | Estate planning; Financial advice and consultancy services; Financial services, namely, wealth management services; Insurance consultancy; Insurance services, namely, underwriting health insurance; Insurance services, namely, underwriting, issuing and administration of life insurance; Investment management of and distribution of annuities; Long-term care insurance underwriting; Providing information in the field of estate planning; Social security and Medicare claims administration and consulting services rendered to individuals; Underwriting, issuance and administration of annuities |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Preparation of legal documents |
| NOT AVAILABLE | "Money Solutions" |
| 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, December 26, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, September 11, 2019 |
| First Use In Commerce Date | Wednesday, September 11, 2019 |
| International Class | 045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, December 26, 2023 |
| Primary Code | 045 |
| First Use Anywhere Date | Wednesday, September 11, 2019 |
| First Use In Commerce Date | Wednesday, September 11, 2019 |
| Party Name | THE TRUSTEES OF THE SAFE MONEY SOLUTIONS TRUST |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 17 - Trust |
| Address | CEDAR RAPIDS, IA 52402 |
| Party Name | THE TRUSTEES OF THE SAFE MONEY SOLUTIONS TRUST |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 17 - Trust |
| Address | CEDAR RAPIDS, IA 52402 |
| Party Name | THE TRUSTEES OF THE SAFE MONEY SOLUTIONS TRUST |
| Party Type | 11 - New Owner Before Publication |
| Legal Entity Type | 17 - Trust |
| Address | CEDAR RAPIDS, IA 52402 |
| Party Name | Clanin Financial Solutions, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Cedar Rapids, IA 52402 |
| Event Date | Event Description |
| Tuesday, December 26, 2023 | NEW APPLICATION ENTERED |
| Monday, April 8, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, July 24, 2024 | ASSIGNED TO EXAMINER |
| Thursday, August 8, 2024 | NON-FINAL ACTION WRITTEN |
| Thursday, August 8, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, August 8, 2024 | NON-FINAL ACTION E-MAILED |
| Monday, October 7, 2024 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Monday, October 7, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, October 7, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, October 9, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, October 9, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, January 28, 2025 | WITHDRAWN FROM PUB - OG REVIEW QUERY |
| Monday, October 7, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, October 9, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, October 16, 2024 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, January 14, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, January 30, 2025 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Wednesday, February 12, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, February 12, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, February 12, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, February 12, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, February 12, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, March 5, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 11, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 11, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 29, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, April 29, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |