RESULTS-BASED EXIT PLANNING
LIVE

Serial Number

90352162

Owner

SAGE ASSETS, LLC

Attorney

Anton J. Hopen

First Use Date

Oct 30, 2019

Filing Date

Dec 1, 2020

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RESULTS-BASED EXIT PLANNING Trademark

Serial Number: 90352162 • Registration: 6549410

RESULTS-BASED EXIT PLANNING is a trademark filed by SAGE ASSETS, LLC on December 1, 2020. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

SAGE ASSETS, LLC (32 trademarks)

1788 OVERBROOK AVENUE
CLEARWATER, FL 33755

Entity Type: 16

Trademark Details

Filing Date

December 1, 2020

Registration Date

November 2, 2021

First Use Anywhere

October 30, 2019

First Use in Commerce

October 30, 2019

Goods & Services

Financial advisory and consultancy services; Financial analysis and consultation; Financial consultation; Financial information and advisory services; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; On-line financial planning services; Providing a web site featuring personal financial information and financial advice; Strategic financial advisory services; Providing a web site featuring financial information and financial advice; Providing information and advice in the field of finance, financial investments, and financial valuations

Filing History

TEAS CHANGE OF CORRESPONDENCE RECEIVED
Nov 1, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Nov 1, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Nov 1, 2025 REAP
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Mar 20, 2024 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Mar 20, 2024 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Mar 20, 2024 REAP
REGISTERED-SUPPLEMENTAL REGISTER
Nov 2, 2021 R.SR
LAW OFFICE PUBLICATION REVIEW COMPLETED
Sep 28, 2021 PREV
ASSIGNED TO LIE
Sep 28, 2021 ALIE
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Sep 27, 2021 CNTA
TEAS/EMAIL CORRESPONDENCE ENTERED
Sep 23, 2021 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Sep 22, 2021 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Sep 22, 2021 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Mar 23, 2021 GNRN
NON-FINAL ACTION E-MAILED
Mar 23, 2021 GNRT
NON-FINAL ACTION WRITTEN
Mar 23, 2021 CNRT
ASSIGNED TO EXAMINER
Mar 23, 2021 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Feb 5, 2021 NWOS
NEW APPLICATION ENTERED
Dec 4, 2020 NWAP