| Serial Number | 97774395 |
| Word Mark | STEP UP LEGACY PLAN |
| Filing Date | Tuesday, January 31, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 2, 2024 |
| Registration Number | 7431732 |
| Registration Date | Tuesday, July 2, 2024 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 16, 2024 |
| Goods and Services | Business brokerage services and related consulting pertaining to business sales, mergers, acquisitions and business valuations; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Business finance procurement services; Business brokerage services and related consulting pertaining to procurement, buying, selling and tendering information and opportunities; Corporate finance services, namely, consultation in the field of asset sales; Corporate finance services, namely, consultation in the field of capital structure; Financial consulting services, namely, expert analysis in finance; Providing information in the field of finance; Providing information in the field of finance via a website |
| NOT AVAILABLE | "LEGACY PLAN" |
| 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, February 17, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, January 10, 2022 |
| First Use In Commerce Date | Thursday, February 10, 2022 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | Brookline, MA 02445 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | Brookline, MA 02445 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Brookline, MA 02445 |
| Event Date | Event Description |
| Tuesday, February 7, 2023 | NEW APPLICATION ENTERED |
| Friday, February 17, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, October 30, 2023 | ASSIGNED TO EXAMINER |
| Thursday, November 2, 2023 | NON-FINAL ACTION WRITTEN |
| Thursday, November 2, 2023 | NON-FINAL ACTION E-MAILED |
| Thursday, November 2, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, November 2, 2023 | NON-FINAL ACTION WRITTEN |
| Thursday, November 2, 2023 | NON-FINAL ACTION E-MAILED |
| Thursday, November 2, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Saturday, January 27, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Saturday, January 27, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, January 29, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, March 12, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 27, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 16, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 16, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 2, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 2, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |