STRATEGIC PLANNING COMPASS

Live / Registered — Registered (as of 04 Nov 2025)

What this means for you

Registered since 04 Nov 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98014415
Registration number
8014464
Mark type
Stylized text
Filed
25 May 2023
Published for opposition
02 Apr 2024
Registered
04 Nov 2025
Attorney of record
Michael J. Schwab

Goods and services

  • Class 036 — Insurance and financial services: Financial Services, namely, financial planning and investment advisory services; wealth management; investment consultation; financial retirement plan consulting services and personalized strategies

Owner

Prosecution history

  • 04 Nov 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 04 Nov 2025 — REGISTERED-PRINCIPAL REGISTER
  • 15 Oct 2025 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 15 Oct 2025 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 29 Sept 2025 — ASSIGNED TO EXAMINER
  • 27 May 2025 — STATEMENT OF USE PROCESSING COMPLETE
  • 03 Mar 2025 — USE AMENDMENT FILED
  • 27 May 2025 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 04 Mar 2025 — TEAS STATEMENT OF USE RECEIVED
  • 03 Dec 2024 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 03 Dec 2024 — SOU EXTENSION 1 GRANTED
  • 03 Dec 2024 — SOU EXTENSION 1 FILED
  • 03 Dec 2024 — SOU TEAS EXTENSION RECEIVED
  • 04 Jun 2024 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 02 Apr 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

View this trademark record on Marksy