USPTO serial 98326491
LIFE INSURANCE DONE SMART
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Oct 28, 2025
- Examiner
- STRICKLAND, CODY S
- Law office
- PUBLICATION AND ISSUE SECTION
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.
Need help with LIFE INSURANCE DONE SMART?
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Owner
NEW YORK, NY, US
Running Point Capital Advisors, LLC
Manhattan Beach, CA, US
Other trademarks owned by Running Point Capital Advisors, LLC
Running Point Capital Advisors, LLC
Manhattan Beach, CA, US
Other trademarks owned by Running Point Capital Advisors, LLC
Running Point Capital Advisors, LLC
Manhattan Beach, CA, US
Other trademarks owned by Running Point Capital Advisors, LLC
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Matthew P. Hintz, Esq.
Matthew P. Hintz, Esq. LOWENSTEIN SANDLER LLPONE LOWENSTEIN DRIVEROSELAND, NJ 07068United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Estate planning; Financial advice, namely, budget planning; Financial asset management; Financial forecasting; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financing services; Insurance consultation; Life insurance brokerage; Trustee services | ACTIVE | Dec 31, 2024 |
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 CERITY PARTNERS LLC
- Other trademarks owned by Running Point Capital Advisors, LLC
- Other trademarks owned by Running Point Capital Advisors, LLC
- Other trademarks owned by Running Point Capital Advisors, LLC
- Other trademarks in Class 036
- Similar marks named LIFE INSURANCE DONE SMART
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jun 18, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 18, 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. |
| Jun 18, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jun 3, 2026 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Oct 28, 2025 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Oct 28, 2025 | 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. |
| Oct 7, 2025 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Oct 7, 2025 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Oct 6, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 3, 2025 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Sep 3, 2025 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Apr 16, 2025 | IUAF | USE AMENDMENT FILED | — |
| Apr 16, 2025 | 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 22, 2024 | 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 27, 2024 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Aug 27, 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. |
| Aug 7, 2024 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jul 23, 2024 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jul 23, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 3, 2024 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 21, 2023 | NWAP | NEW APPLICATION ENTERED | — |