USPTO serial 98146498
ASSET BASED PLANNING FEDERAL AND STATE TAXES INCOME-INVESTMENT-INHERITANCE TRUST ASSETS BUSINESS INTERESTS CASH AND CREDIT MANAGEMENT FIXED INCOME PORTFOLIO EQUITIES PORTFOLIO REAL ESTATE AND ALTERNATIVE INVESTMENTS RETIREMENT PLANS ANNUITY AND LIFE INSUR
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Oct 1, 2024
- Examiner
- PEREZ, STEVEN M
- Law office
- FILE REPOSITORY (FRANCONIA)
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
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Owner
SAN DIEGO, CA, US
Strategic Wealth Planning Inc.
Naples, FL, US
Strategic Wealth Planning Inc.
Naples, FL, US
Strategic Wealth Planning Inc.
Naples, FL, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Timothy J. Lyden
Timothy J. Lyden VLP Law Group LLPP.O. Box 10503Attn: TrademarksMcLean, VA 22102Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial planning and investment advisory services | ACTIVE | Nov 11, 2011 |
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 LPL FINANCIAL LLC
- Other trademarks owned by Strategic Wealth Planning Inc.
- Other trademarks owned by Strategic Wealth Planning Inc.
- Other trademarks owned by Strategic Wealth Planning Inc.
- Other trademarks in Class 036
- Similar marks named ASSET BASED PLANNING FEDERAL AND STATE TAXES INCOME-INVESTMENT-INHERITANCE TRUST ASSETS BUSINESS INTERESTS CASH AND CREDIT MANAGEMENT FIXED INCOME PORTFOLIO EQUITIES PORTFOLIO REAL ESTATE AND ALTERNATIVE INVESTMENTS RETIREMENT PLANS ANNUITY AND LIFE INSUR
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Mar 19, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Mar 19, 2026 | 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. |
| Mar 19, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Mar 19, 2026 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Mar 19, 2026 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Mar 18, 2026 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Oct 1, 2024 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Oct 1, 2024 | 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. |
| Jul 16, 2024 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jul 16, 2024 | 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 16, 2024 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jul 16, 2024 | 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. |
| Jun 26, 2024 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jun 21, 2024 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 21, 2024 | 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. |
| Jun 21, 2024 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jun 10, 2024 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 15, 2024 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| May 15, 2024 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| May 15, 2024 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| May 15, 2024 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| May 9, 2024 | 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. |
| May 9, 2024 | 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. |
| May 9, 2024 | 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. |
| Apr 24, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 26, 2023 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Sep 24, 2023 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Aug 26, 2023 | NWAP | NEW APPLICATION ENTERED | — |