USPTO serial 85704921
SUPERIOR PLANNING
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jun 10, 2014
- Examiner
- BLAIR, JASON
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 800 means the registration was renewed after acceptable combined Section 8 and Section 9 filings. The mark remains registered for another 10-year term with active federal protection. Calendar the next Section 8 and 9 deadline in 10 years and maintain monitoring.
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Owner
San Diego, CA
San Diego, CA
SAN DIEGO, CA
San Diego, CA
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Thomas F. Bergert
Thomas F. Bergert Williams Mullen323 2nd Street SE, Suite 900Charlottesville, VA 22902United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Business transition planning; tax planning | ACTIVE | Dec 22, 2013 |
| 036 | 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 | ACTIVE | Dec 22, 2013 |
| 045 | Personal lifestyle consulting and advisory services | ACTIVE | Dec 22, 2013 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by Thomas Jr., James F.
- Other trademarks owned by Thomas Jr., James F.
- Other trademarks owned by SUPERPLAN SYSTEMS, LLC
- Other trademarks owned by Thomas Jr., James F.
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 045
- Similar marks named SUPERIOR PLANNING
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Feb 5, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Feb 5, 2025 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Feb 5, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Feb 5, 2025 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Feb 5, 2025 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Aug 17, 2024 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Aug 17, 2024 | RNL1 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| Aug 17, 2024 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| Aug 17, 2024 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| May 31, 2024 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Jul 12, 2023 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jun 10, 2023 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Aug 1, 2019 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Aug 1, 2019 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Aug 1, 2019 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jun 17, 2019 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Jun 10, 2019 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jun 3, 2019 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jun 3, 2019 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jun 10, 2014 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| May 6, 2014 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| May 5, 2014 | REGV | LAW OFFICE REGISTRATION REVIEW COMPLETED | — |
| May 1, 2014 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| May 1, 2014 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| May 1, 2014 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| May 1, 2014 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| May 1, 2014 | SNEA | SU-EXAMINER'S AMENDMENT WRITTEN | — |
| Apr 28, 2014 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Apr 25, 2014 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Apr 7, 2014 | IUAF | USE AMENDMENT FILED | — |
| Apr 7, 2014 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Oct 8, 2013 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Aug 13, 2013 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Aug 13, 2013 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Jul 24, 2013 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jul 10, 2013 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Jul 10, 2013 | ALIE | ASSIGNED TO LIE | — |
| Jun 19, 2013 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jun 19, 2013 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jun 19, 2013 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Jun 19, 2013 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jun 19, 2013 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jun 18, 2013 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 18, 2013 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 18, 2013 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Dec 19, 2012 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Dec 19, 2012 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Dec 19, 2012 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Dec 12, 2012 | DOCK | ASSIGNED TO EXAMINER | — |
| Aug 24, 2012 | MDSC | NOTICE OF DESIGN SEARCH CODE MAILED | — |
| Aug 23, 2012 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Aug 20, 2012 | NWAP | NEW APPLICATION ENTERED | — |