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 REGISTERED as of Tuesday, March 18, 2025. 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
superior planning family office

General Information


Serial Number98077464
Word MarkSUPERIOR PLANNING FAMILY OFFICE
Filing DateMonday, July 10, 2023
Status700 - REGISTERED
Status DateTuesday, March 18, 2025
Registration Number7726983
Registration DateTuesday, March 18, 2025
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, January 28, 2025

Trademark Statements


Section 2(f) Limitation Statementas to "SUPERIOR PLANNING"
Goods and ServicesFinancial 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 ServicesFamily business succession planning; business transition planning; tax planning
NOT AVAILABLEFAMILY OFFICE

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, August 8, 2023
Primary Code035
First Use Anywhere DateMonday, June 19, 2023
First Use In Commerce DateMonday, June 19, 2023

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, August 8, 2023
Primary Code036
First Use Anywhere DateMonday, June 19, 2023
First Use In Commerce DateMonday, June 19, 2023

Trademark Owner History


Party NameSUPERPLAN SYSTEMS, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressSan Diego, CA 92131

Party NameSUPERPLAN SYSTEMS, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressSan Diego, CA 92131

Party NameSUPERPLAN SYSTEMS, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSan Diego, CA 92131

Trademark Events


Event DateEvent Description
Tuesday, March 19, 2024ASSIGNED TO EXAMINER
Thursday, July 13, 2023NEW APPLICATION ENTERED
Tuesday, August 8, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, March 28, 2024NON-FINAL ACTION WRITTEN
Thursday, March 28, 2024NON-FINAL ACTION E-MAILED
Thursday, March 28, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, April 22, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, April 22, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, April 22, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, June 5, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, June 5, 2024NON-FINAL ACTION WRITTEN
Wednesday, June 5, 2024NON-FINAL ACTION E-MAILED
Saturday, August 31, 2024APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Saturday, August 31, 2024APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Sunday, November 24, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Sunday, November 24, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, November 25, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, January 2, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, January 22, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, January 28, 2025PUBLISHED FOR OPPOSITION
Tuesday, January 28, 2025OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, March 18, 2025REGISTERED-PRINCIPAL REGISTER
Tuesday, March 18, 2025NOTICE OF REGISTRATION CONFIRMATION EMAILED
Wednesday, February 5, 2025TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, February 5, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, February 5, 2025APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED