SUPERIOR PLANNING FAMILY OFFICE Trademark
Trademark Overview
On Monday, July 10, 2023, a trademark application was filed for SUPERIOR PLANNING FAMILY OFFICE with the United States Patent and Trademark Office. The USPTO has given the SUPERIOR PLANNING FAMILY OFFICE trademark a serial number of 98077464. The federal status of this trademark filing is RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Monday, November 25, 2024. This trademark is owned by SUPERPLAN SYSTEMS, LLC. The SUPERIOR PLANNING FAMILY OFFICE trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:
Financial consulting services; investment advisory services; financial portfolio analysis services and financial legacy consulting and advisory services; financial planning services; wealth management services; financial services, namely, estate settlement services; estate planning; family office services, namely, financial planning, investment brokerage, and financial advisory services tailored to wealthy families
Family business succession planning; business transition planning; tax planning
General Information
| Serial Number | 98077464 |
| Word Mark | SUPERIOR PLANNING FAMILY OFFICE |
| Filing Date | Monday, July 10, 2023 |
| Status | 661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED |
| Status Date | Monday, November 25, 2024 |
| 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 | NOT AVAILABLE |
Trademark Statements
| Section 2(f) Limitation Statement | SUPERIOR PLANNING has become distinctive of the goods/services through the applicant's substantially exclusive and continuous use of the mark in commerce that the U.S. Congress may lawfully regulate for at least the five years immediately before the date of this statement. |
| Goods and Services | Financial consulting services; investment advisory services; financial portfolio analysis services and financial legacy consulting and advisory services; financial planning services; wealth management services; financial services, namely, estate settlement services; estate planning; family office services, namely, financial planning, investment brokerage, and financial advisory services tailored to wealthy families |
| Goods and Services | Family business succession planning; business transition planning; tax planning |
| NOT AVAILABLE | FAMILY OFFICE |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, August 8, 2023 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, June 19, 2023 |
| First Use In Commerce Date | Monday, June 19, 2023 |
| 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 | Tuesday, August 8, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, June 19, 2023 |
| First Use In Commerce Date | Monday, June 19, 2023 |
Trademark Owner History
| Party Name | SUPERPLAN SYSTEMS, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Diego, CA 92131 |
Trademark Events
| Event Date | Event Description |
| Thursday, July 13, 2023 | NEW APPLICATION ENTERED |
| Tuesday, August 8, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, March 19, 2024 | ASSIGNED TO EXAMINER |
| Thursday, March 28, 2024 | NON-FINAL ACTION WRITTEN |
| Thursday, March 28, 2024 | NON-FINAL ACTION E-MAILED |
| Thursday, March 28, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, April 22, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, April 22, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, April 22, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, June 5, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, June 5, 2024 | NON-FINAL ACTION WRITTEN |
| Wednesday, June 5, 2024 | NON-FINAL ACTION E-MAILED |
| Saturday, August 31, 2024 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Saturday, August 31, 2024 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Sunday, November 24, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Sunday, November 24, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, November 25, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
