TrademarkDir
LIFESTYLE, PORTFOLIO, LEGACY
LIVE

Serial Number

98077587

Owner

SUPERPLAN SYSTEMS, LLC

Attorney

Thomas F. Bergert

Filing Date

Jul 10, 2023

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LIFESTYLE, PORTFOLIO, LEGACY Trademark

Serial Number: 98077587

LIFESTYLE, PORTFOLIO, LEGACY is a trademark filed by SUPERPLAN SYSTEMS, LLC on July 10, 2023. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently pending registration.

Owner Contact Info

SUPERPLAN SYSTEMS, LLC (9 trademarks)

9820 WILLOW CREEK ROAD, SUITE 105
SAN DIEGO, CA 92131

Entity Type: 16

Trademark Details

Filing Date

July 10, 2023

Registration Date

Not Registered

Published for Opposition

June 25, 2024

Goods & Services

Financial consulting services; investment advisory services; financial portfolio analysis services and financial legacy consulting and advisory services; financial planning services; wealth management services; financial services, namely, estate settlement services; estate planning; family office services, namely, financial planning, investment brokerage, and financial advisory services tailored to wealthy families

Family succession business planning; business transition planning; tax planning

Filing History

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Aug 21, 2026 EXRA
SOU EXTENSION 4 GRANTED
Aug 20, 2026 EX4G
SOU EXTENSION 4 FILED
Aug 20, 2026 EXT4
SOU TEAS EXTENSION RECEIVED
Aug 20, 2026 EEXT
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Feb 20, 2026 EXRA
SOU EXTENSION 3 GRANTED
Feb 19, 2026 EX3G
SOU EXTENSION 3 FILED
Feb 19, 2026 EXT3
SOU TEAS EXTENSION RECEIVED
Feb 19, 2026 EEXT
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Aug 19, 2025 EXRA
SOU EXTENSION 2 GRANTED
Aug 18, 2025 EX2G
SOU EXTENSION 2 FILED
Aug 18, 2025 EXT2
SOU TEAS EXTENSION RECEIVED
Aug 18, 2025 EEXT
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Feb 7, 2025 EXRA
SOU EXTENSION 1 GRANTED
Feb 7, 2025 EX1G
SOU EXTENSION 1 FILED
Feb 7, 2025 EXT1
SOU TEAS EXTENSION RECEIVED
Feb 7, 2025 EEXT
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Feb 5, 2025 TCCA
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Feb 5, 2025 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Feb 5, 2025 COAR
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Aug 20, 2024 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jun 25, 2024 NPUB
PUBLISHED FOR OPPOSITION
Jun 25, 2024 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jun 5, 2024 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
May 22, 2024 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Apr 10, 2024 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Apr 10, 2024 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Apr 10, 2024 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Mar 27, 2024 GNRN
NON-FINAL ACTION E-MAILED
Mar 27, 2024 GNRT
NON-FINAL ACTION WRITTEN
Mar 27, 2024 CNRT
ASSIGNED TO EXAMINER
Mar 19, 2024 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 8, 2023 NWOS
NEW APPLICATION ENTERED
Jul 13, 2023 NWAP

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