THE LIFEPLAN DESIGN PROCESS Trademark

Trademark Overview

On Wednesday, April 3, 2024, a trademark application was filed for THE LIFEPLAN DESIGN PROCESS with the United States Patent and Trademark Office. The USPTO has given the THE LIFEPLAN DESIGN PROCESS trademark a serial number of 98482366. The federal status of this trademark filing is REGISTERED as of Tuesday, November 18, 2025. This trademark is owned by The Miller Financial Group. The THE LIFEPLAN DESIGN PROCESS trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning; Financial planning and investment advisory services; Financial planning consultation; On-line financial planning services; Providing information in the field of financial planning
the lifeplan design process

General Information

Serial Number98482366
Word MarkTHE LIFEPLAN DESIGN PROCESS
Filing DateWednesday, April 3, 2024
Status700 - REGISTERED
Status DateTuesday, November 18, 2025
Registration Number8034821
Registration DateTuesday, November 18, 2025
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesFinancial planning; Financial planning and investment advisory services; Financial planning consultation; On-line financial planning services; Providing information in the field of financial planning
Pseudo MarkTHE LIFE PLAN DESIGN PROCESS

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, April 3, 2024
Primary Code036
First Use Anywhere DateThursday, January 1, 1998
First Use In Commerce DateThursday, January 1, 1998

Trademark Owner History

Party NameThe Miller Financial Group
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressBoca Raton, FL 33487
Party NameThe Miller Financial Group
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressBoca Raton, FL 33487

Trademark Events

Event DateEvent Description
Wednesday, April 3, 2024NEW APPLICATION ENTERED
Monday, September 9, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, October 16, 2024ASSIGNED TO EXAMINER
Wednesday, October 23, 2024NON-FINAL ACTION WRITTEN
Wednesday, October 23, 2024NON-FINAL ACTION E-MAILED
Wednesday, October 23, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, January 23, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, January 23, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, January 23, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, February 18, 2025NON-FINAL ACTION WRITTEN
Tuesday, February 18, 2025NON-FINAL ACTION E-MAILED
Tuesday, February 18, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, May 19, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, May 30, 2025ASSIGNED TO LIE
Monday, June 2, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, June 2, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, July 3, 2025FINAL REFUSAL WRITTEN
Thursday, July 3, 2025FINAL REFUSAL E-MAILED
Thursday, July 3, 2025NOTIFICATION OF FINAL REFUSAL EMAILED
Friday, October 3, 2025TEAS REQUEST FOR RECONSIDERATION RECEIVED
Friday, October 3, 2025TEAS AMENDMENT OF USE RECEIVED
Friday, October 3, 2025USE AMENDMENT FILED
Friday, October 3, 2025AMENDMENT TO USE PROCESSING COMPLETE
Wednesday, October 22, 2025USE AMENDMENT ACCEPTED
Wednesday, October 22, 2025APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Tuesday, November 18, 2025REGISTERED-SUPPLEMENTAL REGISTER
Tuesday, November 18, 2025NOTICE OF REGISTRATION CONFIRMATION EMAILED

Related Keywords

process design lifeplan planning financial services information field providing line investment consultation advisory