SUPERIOR PLANNING Trademark

Trademark Overview

On Thursday, August 16, 2012, a trademark application was filed for SUPERIOR PLANNING with the United States Patent and Trademark Office. The USPTO has given the SUPERIOR PLANNING trademark a serial number of 85704921. The federal status of this trademark filing is REGISTERED AND RENEWED as of Saturday, August 17, 2024. This trademark is owned by SUPERPLAN SYSTEMS, LLC. The SUPERIOR PLANNING trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, Personal, and Legal & Social Services categories with the following description:

Financial consulting services; investment advisory services; financial portfolio and financial legacy consulting and advisory services; financial planning services; wealth management; estate settlement services; estate planning; family office services, namely, financial planning, investment, and advisory services tailored to wealthy families

Business transition planning; tax planning

Personal lifestyle consulting and advisory services
superior planning

General Information

Serial Number85704921
Word MarkSUPERIOR PLANNING
Filing DateThursday, August 16, 2012
Status800 - REGISTERED AND RENEWED
Status DateSaturday, August 17, 2024
Registration Number4548308
Registration DateTuesday, June 10, 2014
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, August 13, 2013

Trademark Statements

Description of MarkThe mark consists of a triangle with an arc extending through it from top to bottom. To the right of the triangle are two trapezoids, making the appearance of two triangles behind the main triangle. Below the design is the wording "SUPERIOR PLANNING".
Section 2(f) Limitation Statementas to "SUPERIOR PLANNING"
Goods and ServicesFinancial consulting services; investment advisory services; financial portfolio and financial legacy consulting and advisory services; financial planning services; wealth management; estate settlement services; estate planning; family office services, namely, financial planning, investment, and advisory services tailored to wealthy families
Indication of Colors claimedColor is not claimed as a feature of the mark.
Goods and ServicesBusiness transition planning; tax planning
Goods and ServicesPersonal lifestyle consulting and advisory services
NOT AVAILABLE"PLANNING"

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, June 18, 2013
Primary Code035
First Use Anywhere DateSunday, December 22, 2013
First Use In Commerce DateSunday, December 22, 2013
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, August 23, 2012
Primary Code036
First Use Anywhere DateSunday, December 22, 2013
First Use In Commerce DateSunday, December 22, 2013
International Class045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateTuesday, June 18, 2013
Primary Code045
First Use Anywhere DateSunday, December 22, 2013
First Use In Commerce DateSunday, December 22, 2013

Trademark Owner History

Party NameSUPERPLAN SYSTEMS, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressSAN DIEGO, CA 92131
Party NameNOT AVAILABLE
Party Type30 - Original Registrant
Legal Entity Type01 - Individual
AddressSan Diego, CA 92131
Party NameNOT AVAILABLE
Party Type20 - Owner at Publication
Legal Entity Type01 - Individual
AddressSan Diego, CA 92131
Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressSan Diego, CA 92131

Trademark Events

Event DateEvent Description
Wednesday, December 12, 2012ASSIGNED TO EXAMINER
Monday, August 20, 2012NEW APPLICATION ENTERED
Thursday, August 23, 2012NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, August 24, 2012NOTICE OF DESIGN SEARCH CODE MAILED
Wednesday, June 19, 2013EXAMINER'S AMENDMENT ENTERED
Wednesday, December 19, 2012NON-FINAL ACTION WRITTEN
Wednesday, December 19, 2012NON-FINAL ACTION E-MAILED
Wednesday, December 19, 2012NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, June 18, 2013TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, June 18, 2013CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, June 18, 2013TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, June 19, 2013EXAMINERS AMENDMENT -WRITTEN
Wednesday, June 19, 2013EXAMINERS AMENDMENT E-MAILED
Wednesday, June 19, 2013NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, June 19, 2013APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, April 25, 2014CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, July 10, 2013ASSIGNED TO LIE
Wednesday, July 10, 2013LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, July 24, 2013NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, August 13, 2013PUBLISHED FOR OPPOSITION
Tuesday, August 13, 2013OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 8, 2013NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Monday, April 7, 2014TEAS STATEMENT OF USE RECEIVED
Monday, April 7, 2014USE AMENDMENT FILED
Monday, April 28, 2014STATEMENT OF USE PROCESSING COMPLETE
Thursday, May 1, 2014EXAMINER'S AMENDMENT ENTERED
Thursday, May 1, 2014SU-EXAMINER'S AMENDMENT WRITTEN
Thursday, May 1, 2014EXAMINERS AMENDMENT E-MAILED
Thursday, May 1, 2014NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, May 1, 2014ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Monday, June 3, 2019TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, May 5, 2014LAW OFFICE REGISTRATION REVIEW COMPLETED
Tuesday, May 6, 2014NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, June 10, 2014REGISTERED-PRINCIPAL REGISTER
Thursday, August 1, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Saturday, June 10, 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, July 12, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, June 3, 2019APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, June 10, 2019COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Monday, June 17, 2019TEAS SECTION 8 & 15 RECEIVED
Thursday, August 1, 2019REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, August 1, 2019NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Saturday, August 17, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, May 31, 2024TEAS SECTION 8 & 9 RECEIVED
Saturday, August 17, 2024REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Saturday, August 17, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, February 5, 2025TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, February 5, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, February 5, 2025APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, February 5, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, February 5, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Saturday, August 17, 2024REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

Related Keywords

planning superior services financial advisory consulting estate investment business wealthy families