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 REGISTERED as of Tuesday, June 23, 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 | 700 - REGISTERED |
| Status Date | Tuesday, June 23, 2026 |
| Registration Number | 8317188 |
| Registration Date | Tuesday, June 23, 2026 |
| 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 | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Escondido, CA 92025
US |
| 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 |
| Sunday, May 31, 2026 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Sunday, May 31, 2026 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, June 23, 2026 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, June 23, 2026 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
