SOUTHERN CALIFORNIA SCINSTITUTE

What this means for you

Not registered yet, but its 17 Jan 2025 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

99011550

Mark type

Design + words

Filed

17 Jan 2025

Attorney of record

Maria Johnson

Goods and services

• Class 009 — Scientific and electric apparatus: Downloadable electronic publical plations in the nature of, course materials, exercises, diagrams, brochures, presentations, and magazines in the field of financianning, 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 field of financianning, 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, online courses, and training modules in the field of financianning, 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 016 — Paper goods and printed matter: Printed educational materials, namely, brochures, workbooks, course guides, diagrams, presentations, exercises, magazines, and training manuals 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, wealth strategies planning, and professional practice development as well as family and business conflict
• Class 035 — Advertising and business services: Providing a website featuring information, resources, education, and advice via collaborative think tanks, events, programs, online content, and introductions 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.
• Class 041 — Education and entertainment services: Educational services, namely, providing live and online classes, workshops, seminars, webinars, presentations 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; Providing online, non-downloadable publications in the nature of magazines, guides, presentations, and course materials in the foregoing fields; Providing continuing education courses for financial advisors, CPAs, attorneys, fiduciaries, investment bankers, and other professionals; Educational services, namely, arranging and conducting live certification programs, workshops, and conferences in the field of financial planning, business succession/exit planning, business exit preparation and options, charitable planning, estate planning, 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

• 27 Oct 2025 — NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
• 27 Oct 2025 — LETTER OF SUSPENSION E-MAILED
• 27 Oct 2025 — SUSPENSION LETTER WRITTEN
• 03 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
• 25 Jun 2025 — NOTICE OF DESIGN SEARCH CODE E-MAILED
• 25 Jun 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 18 Jan 2025 — NEW APPLICATION ENTERED