LIFESTYLE, PORTFOLIO, LEGACY
Live / Applied — Third extension granted (statement of use) (as of 19 Feb 2026)
What this means for you
Not registered yet, but its 10 Jul 2023 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 98077587
- Mark type
- Stylized text
- Filed
- 10 Jul 2023
- Published for opposition
- 25 Jun 2024
- Attorney of record
- Thomas F. Bergert
Goods and services
- Class 035 — Advertising and business services: Family succession business planning; business transition planning; tax planning
- Class 036 — Insurance and financial services: Financial consulting services; investment advisory services; financial portfolio analysis services and financial legacy consulting and advisory services; financial planning services; wealth management services; financial services, namely, estate settlement services; estate planning; family office services, namely, financial planning, investment brokerage, and financial advisory services tailored to wealthy families
Owner
- SUPERPLAN SYSTEMS, LLC, San Diego, CA, US
- SUPERPLAN SYSTEMS, LLC, San Diego, CA, US
Prosecution history
- 20 Feb 2026 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 19 Feb 2026 — SOU EXTENSION 3 GRANTED
- 19 Feb 2026 — SOU EXTENSION 3 FILED
- 19 Feb 2026 — SOU TEAS EXTENSION RECEIVED
- 19 Aug 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 18 Aug 2025 — SOU EXTENSION 2 GRANTED
- 18 Aug 2025 — SOU EXTENSION 2 FILED
- 18 Aug 2025 — SOU TEAS EXTENSION RECEIVED
- 05 Feb 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 05 Feb 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 05 Feb 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 07 Feb 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 07 Feb 2025 — SOU EXTENSION 1 GRANTED
- 07 Feb 2025 — SOU EXTENSION 1 FILED
- 07 Feb 2025 — SOU TEAS EXTENSION RECEIVED