| Serial Number | 98256640 |
| Word Mark | SAGE FINANCIAL SYSTEMS PLAN YOUR WAY |
| Filing Date | Monday, November 6, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, March 18, 2025 |
| Registration Number | 7727304 |
| Registration Date | Tuesday, March 18, 2025 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, August 13, 2024 |
| Description of Mark | The mark consists of the following: on the left a circle divided by the silhouette of a winding road vanishing into the distance, a portion of the circle on the left side is jade green colored, and a portion of the circle on the right side of the circle is Prussian blue colored; the road appears in the negative space of the circle with three jade green colored lines on the road converging to a vanishing point in the middle of the road; the words SAGE FINANCIAL SYSTEMS over the words PLAN YOUR WAY with a Prussian blue horizontal line dividing the two groups of words; the words FINANCIAL SYSTEMS stacked to the right of and, cumulatively, to the height of the word SAGE; the A in the word SAGE missing the horizontal portion in the middle; the word SAGE appears in the color jade green while the remainder of the wording appears in the color black; all the portions appearing in the color white represent transparent background and are not claimed as features of the mark |
| Certificate of Correction for Registration | In the statement, line 5, "financial and investment advisory services; financial portfolio management" should be deleted, and "personal financial and investment advisory services; personal financial portfolio management; all relating to the field of wealth management" should be inserted. |
| Goods and Services | personal financial and investment advisory services; personal financial portfolio management; all relating to the field of wealth management |
| Indication of Colors claimed | The colors jade green, Prussian blue, and black are claimed as features of the mark. |
| NOT AVAILABLE | "FINANCIAL SYSTEMS" |
| 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 | Saturday, December 2, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, October 1, 2022 |
| First Use In Commerce Date | Saturday, October 1, 2022 |
| Party Name | Sage Financial Systems, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Columbia, SC 29205 |
| Party Name | Sage Financial Systems, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Columbia, SC 29205 |
| Party Name | Sage Financial Systems, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Columbia, SC 29205 |
| Event Date | Event Description |
| Thursday, November 9, 2023 | NEW APPLICATION ENTERED |
| Friday, June 14, 2024 | ASSIGNED TO EXAMINER |
| Saturday, December 2, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, December 5, 2023 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, July 2, 2024 | NON-FINAL ACTION E-MAILED |
| Tuesday, July 2, 2024 | NON-FINAL ACTION WRITTEN |
| Wednesday, July 3, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, July 3, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, July 3, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, July 2, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, July 3, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, July 3, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, August 13, 2024 | PUBLISHED FOR OPPOSITION |
| Wednesday, July 24, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 13, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Monday, February 10, 2025 | TEAS POST PUBLICATION AMENDMENT RECEIVED |
| Tuesday, September 10, 2024 | EXTENSION OF TIME TO OPPOSE RECEIVED |
| Thursday, February 20, 2025 | EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED |
| Monday, March 17, 2025 | ASSIGNED TO PETITION STAFF |
| Tuesday, March 18, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Monday, March 24, 2025 | TEAS SECTION 7 REQUEST RECEIVED |
| Tuesday, March 18, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Monday, August 11, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, August 20, 2025 | CORRECTION UNDER SECTION 7 - PROCESSED |
| Tuesday, September 9, 2025 | NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED |