| Serial Number | 98077577 |
| Word Mark | SUPERIOR PLANNING FAMILY OFFICE |
| Filing Date | Monday, July 10, 2023 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Monday, June 3, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
| Description of Mark | The mark consists of of an image with three shaded triangles each stacked behind the other. A curved line is within the first triangle. Below the image is the word "SUPERIOR". Centered beneath it is a vertical line with the word "PLANNING" to the left of the line and the words "FAMILY OFFICE" placed to the right of the line. |
| 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 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Family business succession planning; business transition planning; tax planning |
| NOT AVAILABLE | FAMILY OFFICE |
| 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 |
| Party Name | SUPERPLAN SYSTEMS, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Diego, CA 92131 |
| 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 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, April 22, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, April 22, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, August 9, 2023 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, June 3, 2024 | NON-FINAL ACTION WRITTEN |
| Monday, June 3, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, June 3, 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 |