| Serial Number | 87463872 |
| Word Mark | THE FAMILY SUCCESSION PLAN |
| Filing Date | Thursday, May 25, 2017 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Monday, March 31, 2025 |
| Registration Number | 5500640 |
| Registration Date | Tuesday, June 26, 2018 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, April 10, 2018 |
| Goods and Services | Education services, namely, providing live and on-line classes, seminars and workshops in the field of financial planning to financial advisors; education services, namely, providing classes, seminars, workshops in the field of financial planning to financial advisors offered through online, non-downloadable videos; and education services, namely, classes, seminars and workshops in the field of financial planning to financial advisors |
| Description of Mark | The mark consists of SOLID gray circle containing the words "The Family" on one line, the word "Succession" the next line, and the word "Plan" in the last line, all in green; there are two light blue arrows circling counterclockwise around the outer perimeter of the gray circle, with the inner edge of the heads of the arrows slightly overlapping the gray circle. |
| Goods and Services | Financial planning consultation |
| Indication of Colors claimed | The color(s) gray, green and light blue is/are claimed as a feature of the mark. |
| NOT AVAILABLE | "THE FAMILY SUCCESSION PLAN" |
| 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 | Thursday, June 1, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, January 1, 2017 |
| First Use In Commerce Date | Sunday, January 1, 2017 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, June 1, 2017 |
| Primary Code | 041 |
| First Use Anywhere Date | Sunday, January 1, 2017 |
| First Use In Commerce Date | Sunday, January 1, 2017 |
| Party Name | Clarity 2 Prosperity, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Westlake, OH 44145 |
| Party Name | Clarity 2 Prosperity, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Westlake, OH 44145 |
| Party Name | Clarity 2 Prosperity, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Westlake, OH 44145 |
| Event Date | Event Description |
| Friday, February 16, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Saturday, February 17, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, February 20, 2018 | NON-FINAL ACTION WRITTEN |
| Monday, May 29, 2017 | NEW APPLICATION ENTERED |
| Thursday, June 1, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, June 2, 2017 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, August 24, 2017 | ASSIGNED TO EXAMINER |
| Monday, August 28, 2017 | NON-FINAL ACTION WRITTEN |
| Monday, August 28, 2017 | NON-FINAL ACTION E-MAILED |
| Monday, August 28, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, February 16, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, April 10, 2018 | PUBLISHED FOR OPPOSITION |
| Tuesday, February 20, 2018 | NON-FINAL ACTION E-MAILED |
| Tuesday, February 20, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, March 7, 2018 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, March 7, 2018 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, March 7, 2018 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, March 7, 2018 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, March 7, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 21, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, December 12, 2024 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, March 31, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, March 31, 2025 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Monday, March 31, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Monday, June 26, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, April 10, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 26, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 14, 2019 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |