THE STRATEGIC ESTATE PLANNING SYSTEM Trademark

Trademark Overview


On Wednesday, January 14, 2009, a trademark application was filed for THE STRATEGIC ESTATE PLANNING SYSTEM with the United States Patent and Trademark Office. The USPTO has given the THE STRATEGIC ESTATE PLANNING SYSTEM trademark a serial number of 77649601. The federal status of this trademark filing is REGISTERED AND RENEWED as of Monday, August 20, 2018. This trademark is owned by Strategic Planners Group, LLC. The THE STRATEGIC ESTATE PLANNING SYSTEM trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, financial planning and consultation in the field of retirement and estate planning
the strategic estate planning system

General Information


Serial Number77649601
Word MarkTHE STRATEGIC ESTATE PLANNING SYSTEM
Filing DateWednesday, January 14, 2009
Status800 - REGISTERED AND RENEWED
Status DateMonday, August 20, 2018
Registration Number3660607
Registration DateTuesday, July 28, 2009
Mark Drawing3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, May 12, 2009

Trademark Statements


Description of MarkThe mark consists of the wording "THE STRATEGIC ESTATE PLANNING SYSTEM" with the design of an arrow above the wording. The wording is surrounded by designs of a house and a screwdriver, the silhouette of two people and a magnifying glass, a piece of paper and a hand making a thumbs up sign, and a open hand holding a house.
Goods and ServicesFinancial services, namely, financial planning and consultation in the field of retirement and estate planning
Indication of Colors claimedColor is not claimed as a feature of the mark.
Disclaimer with Predetermined Text"THE STRATEGIC ESTATE PLANNING SYSTEM"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, January 21, 2009
Primary Code036
First Use Anywhere DateMonday, November 3, 2008
First Use In Commerce DateMonday, November 3, 2008

Trademark Owner History


Party NameStrategic Planners Group, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressNaples, FL 34110

Party NameStrategic Planners Group, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressNaples, FL 34119

Party NameStrategic Planners Group, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressNaples, FL 34119

Trademark Events


Event DateEvent Description
Friday, March 22, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, March 22, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, March 22, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, March 1, 2019TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, August 20, 2018NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Monday, August 20, 2018REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Monday, August 20, 2018REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Monday, August 20, 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, August 8, 2018TEAS SECTION 8 & 9 RECEIVED
Saturday, July 28, 2018COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Monday, September 15, 2014NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Monday, September 15, 2014REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Sunday, September 14, 2014CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, August 29, 2014TEAS SECTION 8 & 15 RECEIVED
Tuesday, July 28, 2009REGISTERED-PRINCIPAL REGISTER
Tuesday, May 12, 2009PUBLISHED FOR OPPOSITION
Wednesday, April 22, 2009NOTICE OF PUBLICATION
Monday, April 6, 2009LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, April 6, 2009ASSIGNED TO LIE
Monday, April 6, 2009APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, April 2, 2009EXAMINER'S AMENDMENT ENTERED
Thursday, April 2, 2009NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, April 2, 2009EXAMINERS AMENDMENT E-MAILED
Thursday, April 2, 2009EXAMINERS AMENDMENT -WRITTEN
Thursday, March 26, 2009ASSIGNED TO EXAMINER
Thursday, January 22, 2009NOTICE OF DESIGN SEARCH CODE MAILED
Wednesday, January 21, 2009NEW APPLICATION ENTERED