TrademarkDir
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 INSURANCE
LIVE

Serial Number

98146498

Owner

Strategic Wealth Planning Inc.

Attorney

Timothy J. Lyden

First Use Date

Nov 11, 2011

Filing Date

Aug 23, 2023

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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 INSURANCE Trademark

Serial Number: 98146498 • Registration: 7519685

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 INSURANCE is a trademark filed by Strategic Wealth Planning Inc. on August 23, 2023. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Strategic Wealth Planning Inc.

999 Vanderbilt Beach Road Suite 200
Naples, FL 34108

Entity Type: 03

LPL FINANCIAL LLC (35 trademarks)

4707 Executive Drive
San Diego, CA 92121

Entity Type: 16

Trademark Details

Filing Date

August 23, 2023

Registration Date

October 1, 2024

First Use Anywhere

November 11, 2011

First Use in Commerce

November 11, 2011

Published for Opposition

July 16, 2024

Goods & Services

Financial planning and investment advisory services

Filing History

TEAS CHANGE OF CORRESPONDENCE RECEIVED
Mar 19, 2026 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Mar 19, 2026 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Mar 19, 2026 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Mar 19, 2026 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Mar 19, 2026 COAR
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Mar 18, 2026 ASGN
NOTICE OF REGISTRATION CONFIRMATION EMAILED
Oct 1, 2024 NRCC
REGISTERED-PRINCIPAL REGISTER
Oct 1, 2024 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jul 16, 2024 NPUB
PUBLISHED FOR OPPOSITION
Jul 16, 2024 PUBO
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jul 16, 2024 NPUB
PUBLISHED FOR OPPOSITION
Jul 16, 2024 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jun 26, 2024 NONP
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jun 21, 2024 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jun 21, 2024 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jun 21, 2024 REAP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jun 10, 2024 CNSA
EXAMINER'S AMENDMENT ENTERED
May 15, 2024 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
May 15, 2024 GNEN
EXAMINERS AMENDMENT E-MAILED
May 15, 2024 GNEA
EXAMINERS AMENDMENT -WRITTEN
May 15, 2024 CNEA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
May 9, 2024 GNRN
NON-FINAL ACTION E-MAILED
May 9, 2024 GNRT
NON-FINAL ACTION WRITTEN
May 9, 2024 CNRT
ASSIGNED TO EXAMINER
Apr 24, 2024 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Sep 26, 2023 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sep 24, 2023 NWOS
NEW APPLICATION ENTERED
Aug 26, 2023 NWAP

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