TrademarkDir
SAFEGUARD PLANNING PLAYBOOK
LIVE

Serial Number

98844949

Owner

Safeguard Investment Advisory Group, LLC

Attorney

Georgia Nackley

First Use Date

Dec 1, 2025

Filing Date

Nov 8, 2024

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SAFEGUARD PLANNING PLAYBOOK Trademark

Serial Number: 98844949 • Registration: 8317188

SAFEGUARD PLANNING PLAYBOOK is a trademark filed by Safeguard Investment Advisory Group, LLC on November 8, 2024. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Safeguard Investment Advisory Group, LLC

500 La Terraza Blvd UNIT 110
Escondido, CA 92025

Entity Type: 16

Trademark Details

Filing Date

November 8, 2024

Registration Date

June 23, 2026

First Use Anywhere

December 1, 2025

First Use in Commerce

December 1, 2025

Published for Opposition

May 20, 2025

Goods & Services

Financial advisory services; Financial retirement plan consulting services

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Jun 23, 2026 NRCC
REGISTERED-PRINCIPAL REGISTER
Jun 23, 2026 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
May 31, 2026 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
May 31, 2026 CNPR
STATEMENT OF USE PROCESSING COMPLETE
May 5, 2026 SUPC
USE AMENDMENT FILED
Dec 19, 2025 IUAF
TEAS STATEMENT OF USE RECEIVED
Dec 19, 2025 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Jul 15, 2025 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
May 20, 2025 NPUB
PUBLISHED FOR OPPOSITION
May 20, 2025 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
May 14, 2025 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Apr 22, 2025 CNSA
ASSIGNED TO EXAMINER
Apr 9, 2025 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Nov 8, 2024 NWOS
NEW APPLICATION ENTERED
Nov 8, 2024 NWAP

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