THURSDAY INSIGHTS

What this means for you

This application is over — abandoned 26 Jan 2026. The name may be available, but check before relying on it — rights can also come from actual use, not only from the register.

Record

Serial number

99011486

Mark type

Stylized text

Filed

17 Jan 2025

Abandoned

26 Jan 2026

Attorney of record

Maria Johnson

Goods and services

• Class 009 — Scientific and electric apparatus: Downloadable educational publications, namely, presentations, in the fields of financial planning, business succession/exit planning, business exit preparation and options, charitable planning, estate planning, estate settlement, tax planning, asset protection, business valuation, retirement planning, wealth strategies planning, and professional practice development as well as family and business conflict and related industry topics; Downloadable video recordings, audio recordings, and multimedia files featuring educational content in the ield of financial planning, business succession/exit planning, business exit preparation and options, charitable planning, estate planning, estate settlement, tax planning, asset protection, business valuation, retirement planning, wealth strategies planning, and professional practice development as well as family and business conflict and related industry topics; Downloadable webinars in the field of financial planning, business succession/exit planning, business exit preparation and options, charitable planning, estate planning, estate settlement, tax planning, asset protection, business valuation, retirement planning, wealth strategies planning, and professional practice development as well as family and business conflict and related industry topics
• Class 041 — Education and entertainment services: Educational services, namely, arranging and conducting live and online presentations, workshops, and webinars in the field of financial planning, business succession/exit planning, business exit preparation and options, charitable planning, estate planning, estate settlement, tax planning, asset protection, business valuation, retirement planning, wealth strategies planning, and professional practice development as well as family and business conflict and related industry topics

Owner

• Southern California Institute, San Diego, CA, US

Prosecution history

• 09 Feb 2026 — ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
• 09 Feb 2026 — ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
• 25 Oct 2025 — NOTIFICATION OF FINAL REFUSAL EMAILED
• 25 Oct 2025 — FINAL REFUSAL E-MAILED
• 25 Oct 2025 — FINAL REFUSAL WRITTEN
• 02 Oct 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 02 Oct 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 02 Oct 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
• 02 Jul 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 02 Jul 2025 — NON-FINAL ACTION E-MAILED
• 02 Jul 2025 — NON-FINAL ACTION WRITTEN
• 30 Jun 2025 — ASSIGNED TO EXAMINER
• 24 Jun 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 18 Jan 2025 — NEW APPLICATION ENTERED