321-AHA-PLAN

LIVE

Serial Number

88594367

Owner

Sage Financial Management LLC

Attorney

Brian S. Steinberger

First Use Date

Mar 31, 2019

Filing Date

Aug 27, 2019

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321-AHA-PLAN Trademark

Serial Number: 88594367 • Registration: 6167125

321-AHA-PLAN is a trademark filed by Sage Financial Management LLC on August 27, 2019. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently registered and active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Class 35 - Advertising & Business

Advertising; business management; business administration; office functions

Owner Contact Info

Sage Financial Management LLC

Melbourne, FL 32940

Entity Type: 16

FRISHER, ALAN R (2 trademarks)

6550 N. WICKHAM ROAD, STE. 1
MELBOURNE, FL 32940

Entity Type: 01

Legal Representation

Attorney of Record

Brian S. Steinberger

1,628 trademarks filed View all →

Correspondence Address

Brian S. Steinberger LAW OFFICES OF BRIAN S. STEINBERGER, P.A.

101 BREVARD AVENUE

COCOA, FL 32922

UNITED STATES

Trademark Details

Filing Date

August 27, 2019

Registration Date

October 6, 2020

First Use Anywhere

March 31, 2019

First Use in Commerce

March 31, 2019

Published for Opposition

July 21, 2020

Goods & Services

Financial analysis and planning; Wealth management services; estate trust management and planning; Investment consultancy; Insurance consultancy

Tax consultancy; Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary

Filing History

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Oct 6, 2025 REM1

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Nov 30, 2022 ASGN

REGISTERED-PRINCIPAL REGISTER

Oct 6, 2020 R.PR

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Jul 21, 2020 NPUB

PUBLISHED FOR OPPOSITION

Jul 21, 2020 PUBO

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Jul 1, 2020 NONP

APPROVED FOR PUB - PRINCIPAL REGISTER

Jun 16, 2020 CNSA

TEAS/EMAIL CORRESPONDENCE ENTERED

Jun 16, 2020 TEME

CORRESPONDENCE RECEIVED IN LAW OFFICE

Jun 16, 2020 CRFA

ASSIGNED TO LIE

Jun 12, 2020 ALIE

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Jun 4, 2020 TROA

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Dec 5, 2019 GNRN

NON-FINAL ACTION E-MAILED

Dec 5, 2019 GNRT

NON-FINAL ACTION WRITTEN

Dec 5, 2019 CNRT

ASSIGNED TO EXAMINER

Nov 29, 2019 DOCK

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Sep 10, 2019 NWOS

NEW APPLICATION ENTERED

Aug 30, 2019 NWAP

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