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 PUBLISHED FOR OPPOSITION as of Tuesday, May 20, 2025. 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 | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, May 20, 2025 |
| 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 | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
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 |
| Party Name | Safeguard Investment Advisory Group, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Escondido, CA 92025 |
Trademark Events
| Event Date | Event Description |
| Friday, November 8, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, April 9, 2025 | ASSIGNED TO EXAMINER |
| Friday, November 8, 2024 | NEW APPLICATION ENTERED |
| 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 |
