SAFEGUARD PLANNING PLAYBOOK Trademark
Trademark Overview
On Friday, November 8, 2024, a trademark application was filed for SAFEGUARD PLANNING PLAYBOOK with the United States Patent and Trademark Office. The USPTO has given the SAFEGUARD PLANNING PLAYBOOK trademark a serial number of 98844949. The federal status of this trademark filing is STATEMENT OF USE - TO EXAMINER as of Tuesday, May 5, 2026. This trademark is owned by Safeguard Investment Advisory Group, LLC. The SAFEGUARD PLANNING PLAYBOOK trademark is filed in the Insurance & Financial Services category with the following description:
Financial advisory services; Financial retirement plan consulting services
General Information
| Serial Number | 98844949 |
| Word Mark | SAFEGUARD PLANNING PLAYBOOK |
| Filing Date | Friday, November 8, 2024 |
| Status | 748 - STATEMENT OF USE - TO EXAMINER |
| Status Date | Tuesday, May 5, 2026 |
| 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, May 20, 2025 |
Trademark Statements
| Goods and Services | Financial advisory services; Financial retirement plan consulting services |
| NOT AVAILABLE | "PLANNING" |
Classification Information
| 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 | Friday, November 8, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, December 1, 2025 |
| First Use In Commerce Date | Monday, December 1, 2025 |
Trademark Owner History
| Party Name | Safeguard Investment Advisory Group, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Escondido, CA 92025
US |
| Party Name | Safeguard Investment Advisory Group, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Escondido, CA 92025
US |
Trademark Events
| Event Date | Event Description |
| Friday, November 8, 2024 | NEW APPLICATION ENTERED |
| Friday, November 8, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, April 9, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, April 22, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, May 14, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 20, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 20, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 15, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Friday, December 19, 2025 | TEAS STATEMENT OF USE RECEIVED |
| Friday, December 19, 2025 | USE AMENDMENT FILED |
| Tuesday, May 5, 2026 | STATEMENT OF USE PROCESSING COMPLETE |
