RESULTS-BASED FINANCIAL PLANNING
DEAD

Serial Number

85547395

Owner

SAGE ASSETS, LLC

Attorney

Brittany J. Maxey

First Use Date

Jan 8, 2012

Filing Date

Feb 20, 2012

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RESULTS-BASED FINANCIAL PLANNING Trademark

Serial Number: 85547395 • Registration: 4259473

RESULTS-BASED FINANCIAL PLANNING is a trademark filed by SAGE ASSETS, LLC on February 20, 2012. The trademark is classified under Class 36 (Insurance & Financial), Class 41 (Education & Entertainment). The application is currently no longer active.

Owner Contact Info

SAGE ASSETS, LLC (32 trademarks)

1788 OVERBROOK AVENUE
CLEARWATER, FL 33755

Entity Type: 16

AXIOMA OECONOMIA, LLC (32 trademarks)

1739 EAGLES NEST DRIVE
BELLEAIR, FL 33756

Entity Type: 16

Trademark Details

Filing Date

February 20, 2012

Registration Date

December 11, 2012

First Use Anywhere

January 8, 2012

First Use in Commerce

January 8, 2012

Cancellation Date

July 12, 2019

Goods & Services

Education in the field of finances, financial management, the acquisition of income and capital, and insurance rendered through correspondence courses; Education services, namely, providing lectures in the field of money, and consumer advice and insurance; Educational services, namely, conducting classes, seminars, conferences, workshops in the field of finances, financial management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance, and distribution of course and educational materials in connection therewith; Educational services, namely, developing training courses for others in the field of financial planning; Educational services, namely, conducting training courses in the field of financial planning and distribution of training materials in connection therewith; Educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the field of finances, financial management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance; Providing a website featuring resources, namely, a website featuring primarily non-downloadable publications in the nature of books, magazines, and brochures in the field of finances, financial management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance, and also featuring non-downloadable software for database management and word processing; Providing on-line training in the form of courses, seminars, and workshops in the field of finances, financial management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance; Training courses in strategic planning relating to the field of finances, financial management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance; Educational and entertainment services, namely, conducting seminars in the field of finances, financial management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance; entertainment services, namely, the provision of radio and television programs in the field of finances, financial management, the acquisition of income and capital, debt and credit management, practice and business management, business succession planning, investment, asset protection, estate planning, tax planning, and insurance

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; Providing a website featuring non-downloadable videos in the field of financial planning; 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, financial valuations, and the financial aspects of retirement

Filing History

CANCELLED SEC. 8 (6-YR)
Jul 12, 2019 C8..
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Apr 24, 2019 ASGN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Oct 15, 2013 TCCA
REGISTERED-SUPPLEMENTAL REGISTER
Dec 11, 2012 R.SR
LAW OFFICE PUBLICATION REVIEW COMPLETED
Nov 5, 2012 PREV
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Nov 5, 2012 CNTA
TEAS/EMAIL CORRESPONDENCE ENTERED
Oct 30, 2012 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Oct 30, 2012 CRFA
ASSIGNED TO LIE
Oct 30, 2012 ALIE
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Oct 18, 2012 TROA
NON-FINAL ACTION MAILED
Apr 18, 2012 CNRT
NON-FINAL ACTION WRITTEN
Apr 18, 2012 CNRT
ASSIGNED TO EXAMINER
Apr 17, 2012 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Feb 27, 2012 NWOS