| Serial Number | 98077577 |
| Word Mark | SUPERIOR PLANNING FAMILY OFFICE |
| Filing Date | Monday, July 10, 2023 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Monday, January 6, 2025 |
| 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 | Tuesday, January 28, 2025 |
| 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 | as to "SUPERIOR PLANNING" |
| 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 |
| Wednesday, August 9, 2023 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, April 22, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, April 22, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, June 3, 2024 | NON-FINAL ACTION WRITTEN |
| Monday, June 3, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Saturday, August 31, 2024 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| 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 |
| Thursday, January 2, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Saturday, August 31, 2024 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Monday, June 3, 2024 | NON-FINAL ACTION E-MAILED |