| Serial Number | 85721834 |
| Word Mark | YOUR VALUES. YOUR VISION. YOUR GOALS. |
| Filing Date | Thursday, September 6, 2012 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Monday, August 19, 2024 |
| Registration Number | 4548365 |
| Registration Date | Tuesday, June 10, 2014 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, August 13, 2013 |
| Goods and Services | Financial consulting services; investment advisory services; financial portfolio and financial legacy consulting and advisory services; financial planning services; wealth management; estate settlement services; estate planning; family office services, namely, financial planning, investment, and advisory services tailored to wealthy families |
| Goods and Services | Business transition planning; tax planning |
| Goods and Services | Personal lifestyle consulting and advisory services |
| 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, June 18, 2013 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, April 7, 2014 |
| First Use In Commerce Date | Monday, April 7, 2014 |
| 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 | Wednesday, September 12, 2012 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, April 7, 2014 |
| First Use In Commerce Date | Monday, April 7, 2014 |
| International Class | 045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, June 18, 2013 |
| Primary Code | 045 |
| First Use Anywhere Date | Monday, April 7, 2014 |
| First Use In Commerce Date | Monday, April 7, 2014 |
| Party Name | SUPERPLAN SYSTEMS, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | SAN DIEGO, CA 92131 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | San Diego, CA 92131 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | La Jolla, CA 92037 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | La Jolla, CA 92037 |
| Event Date | Event Description |
| Wednesday, December 12, 2012 | ASSIGNED TO EXAMINER |
| Wednesday, December 19, 2012 | NON-FINAL ACTION WRITTEN |
| Monday, September 10, 2012 | NEW APPLICATION ENTERED |
| Wednesday, September 12, 2012 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, October 1, 2012 | TEAS VOLUNTARY AMENDMENT RECEIVED |
| Monday, October 1, 2012 | TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED |
| Wednesday, December 19, 2012 | NON-FINAL ACTION E-MAILED |
| Wednesday, December 19, 2012 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, July 24, 2013 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, June 17, 2013 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, June 17, 2013 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, June 18, 2013 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, June 19, 2013 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 10, 2013 | ASSIGNED TO LIE |
| Wednesday, July 10, 2013 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Monday, April 28, 2014 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, May 6, 2014 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, June 10, 2014 | REGISTERED-PRINCIPAL REGISTER |
| Monday, June 3, 2019 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, August 13, 2013 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 13, 2013 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 8, 2013 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, April 8, 2014 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, April 8, 2014 | USE AMENDMENT FILED |
| Tuesday, April 29, 2014 | STATEMENT OF USE PROCESSING COMPLETE |
| Thursday, May 1, 2014 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Saturday, May 3, 2014 | LAW OFFICE REGISTRATION REVIEW COMPLETED |
| Monday, June 3, 2019 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Monday, June 10, 2019 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, August 28, 2020 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, August 28, 2020 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Wednesday, June 10, 2020 | TEAS SECTION 8 & 15 RECEIVED |
| Friday, August 28, 2020 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Saturday, June 10, 2023 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Wednesday, July 12, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, May 31, 2024 | TEAS SECTION 8 & 9 RECEIVED |
| Saturday, August 17, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, August 19, 2024 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Monday, August 19, 2024 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Monday, August 19, 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |